ABLE Financial Group, LLC

CIK

1977500

Location

SCOTTSDALE, AZ

Portfolio Value

Micro $252,837

Diversification

Diversified

Filing Date

Global Rank

#4,870 / 8,586 ▲ 20

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

-4.1%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.7%

SPY

+78.1%

Annualised alpha

-4.1%

Max drawdown

−17.0%

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

105 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

−0.5 pts

Top 5

28.8%

−1.8 pts

Top 10

44.8%

−1.0 pts

HHI

281

Diversified−20

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.0%	$43,069,180	26
Unclassified	16.1%	$23,941,468	6
Communication Services	13.2%	$19,668,618	6
Financial Services	10.0%	$14,882,829	18
Consumer Cyclical	9.5%	$14,090,281	12
Healthcare	7.4%	$11,014,121	14
Consumer Defensive	6.3%	$9,283,173	9
Industrials	4.9%	$7,248,274	8
Energy	1.4%	$2,108,382	3
Utilities	1.1%	$1,609,264	1
Real Estate	0.9%	$1,336,067	1
Basic Materials	0.2%	$252,837	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+5,065	24,342	$2,340,483
ZTS	Zoetis Inc.	+1,962	5,478	$647,554
KMB	Kimberly Clark Corp	+1,595	5,400	$520,938
CSCO	Cisco Systems, Inc.	+1,494	19,859	$1,540,859
UBER	Uber Technologies, Inc	+1,433	15,697	$1,129,085
IBKR	Interactive Brokers Group, Inc.	+1,380	7,860	$527,170
NVDA	Nvidia Corp	+1,249	42,015	$7,327,416
DELL	Dell Technologies Inc.	+670	9,711	$1,593,866
BR	Broadridge Financial Solutions, Inc.	+536	3,875	$629,610
ICE	Intercontinental Exchange, Inc.	+483	4,557	$716,724
CTSH	Cognizant Technology Solutions Corp	+478	16,771	$1,028,900
QQQ	Invesco Qqq Trust, Series 1	+381	1,510	$871,541
MSI	Motorola Solutions, Inc.	+352	2,128	$923,488
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+342	1,545	$522,132
ABT	Abbott Laboratories	+271	8,193	$841,175
RJF	Raymond James Financial Inc	+232	4,538	$657,057
INTU	Intuit Inc.	+203	514	$222,243
OLLI	Ollie's Bargain Outlet Holdings, Inc.	+182	9,350	$860,574
BRK-B	Berkshire Hathaway Inc	+173	2,135	$1,023,092
V	Visa Inc.	+126	3,732	$1,127,959
GOOGL	Alphabet Inc.	+120	11,776	$3,386,306
RMD	Resmed Inc	+77	2,191	$491,835
META	Meta Platforms, Inc.	+70	2,181	$1,247,815
C	Citigroup Inc	+37	1,981	$224,665
GRMN	Garmin Ltd	+33	2,687	$623,410
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
STGW	Stagwell Inc	−661,544	1,557,159	$9,794,530
IAU	Ishares Gold Trust	−19,677	99,294	$8,753,759
FHI	Federated Hermes, Inc.	−9,200	37,804	$2,143,864
ENS	EnerSys	−8,644	15,382	$2,672,161
HD	Home Depot, Inc.	−7,524	914	$300,605
FLS	Flowserve Corp	−7,438	17,788	$1,307,595
SYF	Synchrony Financial	−3,415	41,337	$2,811,742
AAPL	Apple Inc.	−2,486	43,647	$11,077,172
ROKU	Roku, Inc	−1,503	23,072	$2,183,072
CVS	CVS HEALTH Corp	−1,221	43,824	$3,147,439
HAS	Hasbro, Inc.	−1,040	7,067	$661,471
UNP	Union Pacific Corp	−867	5,404	$1,311,118
AMZN	Amazon Com Inc	−821	27,815	$5,793,030
BAC	Bank Of America Corp /De/	−577	11,968	$583,440
GLD	Spdr Gold Trust	−542	10,709	$4,607,975
DG	Dollar General Corp	−501	4,811	$571,210
JPM	Jpmorgan Chase & Co	−402	6,880	$2,023,820
MRK	Merck & Co., Inc.	−384	4,923	$592,187
CVX	Chevron Corp	−360	6,584	$1,362,229
KLAC	Kla Corp	−324	1,163	$1,712,412
TGT	Target Corp	−314	6,961	$843,673
EHC	Encompass Health Corp	−289	14,076	$1,361,571
WDC	Western Digital Corp	−268	1,440	$389,505
ORCL	Oracle Corp	−253	2,598	$382,191
PG	PROCTER & GAMBLE Co	−245	2,420	$349,544
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
UUP	Invesco DB US Dollar Index Bullish Fund	167,696	$4,658,594
DECK	Deckers Outdoor Corp	17,157	$1,717,244
CRUS	Cirrus Logic, Inc.	11,479	$1,660,092
NVST	Envista Holdings Corp	46,628	$1,182,952
TMUS	T-Mobile US, Inc.	3,411	$716,412
AMAT	Applied Materials Inc /De	744	$254,291
FDX	Fedex Corp	650	$231,517
SNDK	Sandisk Corp	341	$216,650
CEF	Sprott Physical Gold & Silver Trust	4,506	$215,026
LRCX	Lam Research Corp	944	$201,695
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
DBX	Dropbox, Inc.	74,727	$2,077,410
PODD	Insulet Corp	5,466	$1,553,655
WDAY	Workday, Inc.	4,876	$1,047,267
VZ	Verizon Communications Inc	16,237	$661,333
FICO	Fair Isaac Corp	155	$262,046
MS	Morgan Stanley	1,421	$252,270
SYK	Stryker Corp	696	$244,623
MU	Micron Technology Inc	723	$206,351
HON	Honeywell International Inc	1,049	$204,649
IDXX	Idexx Laboratories Inc /De	300	$202,959
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $252,837 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
LIN	Linde PLC Basic Materials	Reduced	510	-133	$252,837	−7.8%	100.00%