Equita Financial Network, Inc.

CIK

1994461

Location

FORT WASHINGTON, PA

Portfolio Value

Micro $15,934,013

Diversification

Diversified

Filing Date

Global Rank

#7,877 / 8,605 ▲ 135 · as of Mar 2026

Top Industry

Internet Retail 20.2%

3Y Alpha vs SPY

-7.8%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

11 quarters · since Sep 2023

Clone Performance

Nov 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

+46.1%

SPY

+71.9%

Annualised alpha

-7.3%

Max drawdown

−18.3%

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

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

Top Position

18.6%

−2.6 pts

Top 5

60.3%

+5.8 pts

Top 10

83.6%

+5.9 pts

HHI

984

Diversified+84

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.1%	$5,280,909	6
Unclassified	27.1%	$4,312,241	3
Consumer Cyclical	25.0%	$3,983,814	3
Communication Services	11.8%	$1,874,253	4
Financial Services	1.7%	$275,060	1
Consumer Defensive	1.3%	$200,836	1
Industrials	0.0%	$6,900	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+6,925	11,245	$2,341,996
AAPL	Apple Inc.	+4,774	8,390	$2,129,298
GLDM	World Gold Trust	+1,457	5,212	$483,100
GOOGL	Alphabet Inc.	+617	1,867	$536,874
TSLA	Tesla, Inc.	+237	1,365	$507,438
LOW	Lowes Companies Inc	+22	4,801	$1,134,380
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−1,387	5,742	$1,001,404
CSCO	Cisco Systems, Inc.	−504	3,552	$275,599
WMT	Walmart Inc.	−389	1,616	$200,836
DIS	Walt Disney Co	−262	3,058	$294,730
AVGO	Broadcom Inc.	−256	684	$211,704
META	Meta Platforms, Inc.	−135	625	$357,581
QQQ	Invesco Qqq Trust, Series 1	−107	1,512	$872,696
MSFT	Microsoft Corp	−83	2,811	$1,040,547
BRK-B	Berkshire Hathaway Inc	−48	574	$275,060
SPY	Spdr S&P 500 ETF Trust	−3	4,546	$2,956,445
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	7,125	$685,068
CRM	Salesforce, Inc.	3,334	$622,357
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GBTC	Grayscale Bitcoin Trust ETF	6,157	$420,892
CPNG	Coupang, Inc.	13,472	$317,804
JPM	Jpmorgan Chase & Co	965	$310,942
BTC	Grayscale Bitcoin Mini Trust ETF	5,649	$218,785
PCT	PureCycle Technologies, Inc.	17,100	$146,889
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $15,934,013 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	4,546	-3	$2,956,445	−4.7%	18.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,245	+6,925	$2,341,996	+134.9%	14.70%
AAPL	Apple Inc. Technology	Added	8,390	+4,774	$2,129,298	+116.6%	13.36%
LOW	Lowes Companies Inc Consumer Cyclical	Added	4,801	+22	$1,134,380	−1.6%	7.12%
MSFT	Microsoft Corp Technology	Reduced	2,811	-83	$1,040,547	−25.7%	6.53%
NVDA	Nvidia Corp Technology	Reduced	5,742	-1,387	$1,001,404	−24.7%	6.28%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,512	-107	$872,696	−12.3%	5.48%
NFLX	Netflix Inc Communication Services	NEW	7,125	NEW	$685,068	NEW	4.30%
CRM	Salesforce, Inc. Technology	NEW	3,334	NEW	$622,357	NEW	3.91%
GOOGL	Alphabet Inc. Communication Services	Added	1,867	+617	$536,874	+37.2%	3.37%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,365	+237	$507,438	+0.0%	3.18%
GLDM	World Gold Trust	Added	5,212	+1,457	$483,100	+50.7%	3.03%
META	Meta Platforms, Inc. Communication Services	Reduced	625	-135	$357,581	−28.7%	2.24%
DIS	Walt Disney Co Communication Services	Reduced	3,058	-262	$294,730	−22.0%	1.85%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,552	-504	$275,599	−11.8%	1.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	574	-48	$275,060	−12.0%	1.73%
AVGO	Broadcom Inc. Technology	Reduced	684	-256	$211,704	−34.9%	1.33%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,616	-389	$200,836	−10.1%	1.26%
NVX	NOVONIX Ltd Industrials	Held	10,000	0	$6,900	−31.7%	0.04%