Premier Financial Group
CIK
1989061
Location
EUREKA, CA
Portfolio Value
Micro
$3,657,877
Diversification
Highly concentrated
Filing Date
Global Rank
#8,042
/ 8,232
▲ 193
3Y Alpha vs SPY
+25.6%
Period ended 2 months ago
Filed May 6, 2026 · 38d
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+36.5%
SPY
+16.0%
Annualised alpha
+25.9%
Max drawdown
−29.7%
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
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
59.8%
+4.1 pts
Top 5
100.0%
+0.2 pts
Top 10
100.0%
0.0 pts
HHI
4,421
Highly concentrated+314
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $3,657,877 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 77 | $47,301 | |
| No positions match the current search. | ||||
5 positions ·
$3,657,877 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 5,080 | $2,185,873 | 59.76% | |
| SLV |
iShares Silver Trust
|
Reduced | 13,924 | $948,781 | 25.94% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 746 | $485,153 | 13.26% | |
| PLTM |
GraniteShares Platinum Trust
|
Added | 1,777 | $33,602 | 0.92% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Held | 149 | $4,468 | 0.12% |