Noble Family Wealth, LLC
Filing Date
Global Rank
#8,306
/ 8,588
▲ 25
Top Industry
Software - Infrastructure
28.5%
3Y Alpha vs SPY
-16.7%
Period ended 3 months ago
Filed Apr 23, 2026 · 55d
13 quarters · since Mar 2023
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+13.2%
SPY
+76.8%
Annualised alpha
-16.7%
Max drawdown
−21.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.3%
−4.6 pts
Top 5
61.3%
+1.7 pts
Top 10
88.7%
+6.0 pts
HHI
1,084
Diversified−85
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.5% | $1,613,863 |
| Industrials | 27.3% | $1,543,822 |
| Financial Services | 23.1% | $1,304,711 |
| Healthcare | 11.4% | $643,728 |
| Consumer Cyclical | 9.8% | $551,652 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 825 | $201,663 | |
| No positions match the current search. | ||||
2 positions ·
$1,613,863 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ORCL |
Oracle Corp
Technology
|
Held | 2,400 | $353,064 | 21.88% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,406 | $1,260,799 | 78.12% |