PCA Investment Advisory Services Inc.
Filing Date
Global Rank
#7,341
/ 8,586
▲ 36
Top Industry
Consumer Electronics
22.7%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed May 11, 2026 · 36d
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
+66.5%
SPY
+78.1%
Annualised alpha
-2.7%
Max drawdown
−17.6%
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
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.7%
−0.1 pts
Top 5
78.4%
−2.6 pts
Top 10
100.0%
0.0 pts
HHI
1,450
Diversified−103
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 52.1% | $16,535,310 |
| Consumer Defensive | 15.0% | $4,773,594 |
| Communication Services | 14.0% | $4,448,840 |
| Consumer Cyclical | 10.4% | $3,299,829 |
| Financial Services | 8.5% | $2,701,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CLF | Cleveland-Cliffs Inc. | 22,859 | $303,567 | |
| No positions match the current search. | ||||
2 positions ·
$4,773,594 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 27,113 | $3,916,201 | 82.04% | |
| KR |
Kroger Co
Consumer Defensive
|
NEW | 11,849 | $857,393 | 17.96% |