Altiora Financial Group, LLC

CIK

1986156

Location

LEBANON, OH

Portfolio Value

Micro $24,657,678

Diversification

Diversified

Filing Date

Global Rank

#7,580 / 8,605 ▲ 72 · as of Mar 2026

Top Industry

Software - Infrastructure 15.5%

3Y Alpha vs SPY

-5.3%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+52.9%

SPY

+76.5%

Annualised alpha

-5.7%

Max drawdown

−16.2%

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

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

Top Position

23.0%

+2.8 pts

Top 5

56.9%

−1.6 pts

Top 10

73.7%

−2.5 pts

HHI

940

Diversified+30

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.8%	$7,829,229	5
Technology	25.8%	$6,367,089	5
Consumer Cyclical	12.9%	$3,171,775	2
Consumer Defensive	6.3%	$1,552,084	3
Healthcare	6.3%	$1,544,100	3
Communication Services	5.3%	$1,317,346	3
Financial Services	4.0%	$977,360	2
Energy	3.5%	$850,772	1
Basic Materials	3.1%	$764,539	3
Industrials	1.1%	$283,384	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+2,770	12,960	$497,923
SPY	Spdr S&P 500 ETF Trust	+308	996	$647,738
AMZN	Amazon Com Inc	+127	6,167	$1,284,401
PG	PROCTER & GAMBLE Co	+27	2,590	$374,099
TSLA	Tesla, Inc.	+15	5,077	$1,887,374
UNH	Unitedhealth Group Inc	+11	1,049	$283,848
COST	Costco Wholesale Corp /New	+4	879	$875,861
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
B	Barrick Mining Corp	−1,060	5,840	$238,213
NEM	NEWMONT Corp /DE/	−215	2,432	$263,264
IBM	International Business Machines Corp	−140	892	$216,211
GOOGL	Alphabet Inc.	−99	2,940	$845,426
NFLX	Netflix Inc	−60	2,290	$220,183
MSFT	Microsoft Corp	−55	7,040	$2,605,996
AAPL	Apple Inc.	−20	10,181	$2,583,835
AEM	Agnico Eagle Mines Ltd	−15	1,296	$263,062
LLY	ELI LILLY & Co	−8	895	$823,194
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
QQQ	Invesco Qqq Trust, Series 1	581	$335,341
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CTAS	Cintas Corp	1,178	$221,546
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $24,657,678 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Held	64,394	0	$5,676,975	+8.6%	23.02%
MSFT	Microsoft Corp Technology	Reduced	7,040	-55	$2,605,996	−24.1%	10.57%
AAPL	Apple Inc. Technology	Reduced	10,181	-20	$2,583,835	−6.8%	10.48%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,077	+15	$1,887,374	−17.1%	7.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,167	+127	$1,284,401	−7.9%	5.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	879	+4	$875,861	+16.1%	3.55%
CVX	Chevron Corp Energy	Held	4,112	0	$850,772	+35.8%	3.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,940	-99	$845,426	−11.1%	3.43%
LLY	ELI LILLY & Co Healthcare	Reduced	895	-8	$823,194	−15.2%	3.34%
BAC	Bank Of America Corp /De/ Financial Services	Held	15,010	0	$731,737	−11.4%	2.97%
BILL	BILL Holdings, Inc. Technology	Held	19,000	0	$727,700	−29.8%	2.95%
GLD	Spdr Gold Trust	Held	1,560	0	$671,252	+8.6%	2.72%
SPY	Spdr S&P 500 ETF Trust	Added	996	+308	$647,738	+38.1%	2.63%
IBIT	iShares Bitcoin Trust ETF	Added	12,960	+2,770	$497,923	−1.6%	2.02%
JNJ	Johnson & Johnson Healthcare	Held	1,788	0	$437,058	+18.1%	1.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,590	+27	$374,099	+1.9%	1.52%
QQQ	Invesco Qqq Trust, Series 1	NEW	581	NEW	$335,341	NEW	1.36%
WMT	Walmart Inc. Consumer Defensive	Held	2,431	0	$302,124	+11.6%	1.23%
UNH	Unitedhealth Group Inc Healthcare	Added	1,049	+11	$283,848	−17.2%	1.15%
CAT	Caterpillar Inc Industrials	Held	400	0	$283,384	+23.7%	1.15%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	2,432	-215	$263,264	−0.4%	1.07%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	1,296	-15	$263,062	+18.4%	1.07%
META	Meta Platforms, Inc. Communication Services	Held	440	0	$251,737	−13.3%	1.02%
JPM	Jpmorgan Chase & Co Financial Services	Held	835	0	$245,623	−8.7%	1.00%
B	Barrick Mining Corp Basic Materials	Reduced	5,840	-1,060	$238,213	−20.7%	0.97%
NVDA	Nvidia Corp Technology	Held	1,338	0	$233,347	−6.5%	0.95%
NFLX	Netflix Inc Communication Services	Reduced	2,290	-60	$220,183	−0.1%	0.89%
IBM	International Business Machines Corp Technology	Reduced	892	-140	$216,211	−29.3%	0.88%