Corrigan Financial, Inc.

CIK

1990951

Location

MIDDLETOWN, RI

Portfolio Value

Micro $11,441,860

Diversification

Highly concentrated

Filing Date

Global Rank

#7,477 / 7,977 ▼ 22

Top Industry

Consumer Electronics 64.3%

3Y Alpha vs SPY

-7.0%

Period ended 1 year ago

Filed Apr 15, 2025 · 1y

21 quarters · since Mar 2020

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

+47.7%

SPY

+76.5%

Annualised alpha

-7.0%

Max drawdown

−29.0%

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

4 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

64.3%

+4.2 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

4,573

Highly concentrated+543

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Technology	78.7%	$9,008,170	2
Energy	11.5%	$1,319,528	1
Consumer Cyclical	9.7%	$1,114,162	1

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
MSFT	Microsoft Corp	+6	4,391	$1,648,337
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−270	33,133	$7,359,833
XOM	Exxon Mobil Corp	−73	11,095	$1,319,528
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TSLA	Tesla, Inc.	2,993	$1,208,693
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $11,441,860 total · as of Mar 31, 2025

All sectors Consumer Cyclical Energy Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	33,133	-270	$7,359,833	−12.0%	64.32%
MSFT	Microsoft Corp Technology	Added	4,391	+6	$1,648,337	−10.8%	14.41%
XOM	Exxon Mobil Corp Energy	Reduced	11,095	-73	$1,319,528	+9.8%	11.53%
AMZN	Amazon Com Inc Consumer Cyclical	Held	5,856	0	$1,114,162	−13.3%	9.74%