Premier Path Wealth Partners, LLC
Filing Date
Global Rank
#2,739
/ 8,586
▲ 68
Top Industry
Semiconductors
10.9%
3Y Alpha vs SPY
-4.0%
Period ended 3 months ago
Filed Apr 23, 2026 · 54d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+44.2%
SPY
+55.8%
Annualised alpha
-3.9%
Max drawdown
−18.7%
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
323 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.4%
−0.7 pts
Top 5
25.4%
−2.6 pts
Top 10
34.6%
−3.5 pts
HHI
192
Diversified−31
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.4% | $145,022,413 |
| Financial Services | 14.6% | $67,273,839 |
| Industrials | 10.6% | $48,799,507 |
| Healthcare | 10.0% | $46,238,096 |
| Consumer Cyclical | 9.7% | $44,750,344 |
| Communication Services | 8.3% | $38,276,336 |
| Consumer Defensive | 5.0% | $23,068,147 |
| Energy | 3.9% | $17,902,101 |
| Basic Materials | 2.4% | $11,138,036 |
| Utilities | 2.2% | $10,176,026 |
| Real Estate | 1.8% | $8,276,786 |
| Unclassified | 0.3% | $1,436,547 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +12,965 | 162,857 | $28,402,260 | |
| CSCO | Cisco Systems, Inc. | +8,549 | 34,427 | $2,671,190 | |
| CMCSA | Comcast Corp | +7,716 | 49,567 | $1,423,068 | |
| CTVA | Corteva, Inc. | +6,482 | 18,487 | $1,547,546 | |
| INTC | Intel Corp | +6,034 | 34,804 | $1,535,900 | |
| WMT | Walmart Inc. | +5,746 | 40,367 | $5,016,810 | |
| CTSH | Cognizant Technology Solutions Corp | +5,452 | 8,885 | $545,094 | |
| MO | Altria Group, Inc. | +4,824 | 16,603 | $1,095,631 | |
| ORCL | Oracle Corp | +4,802 | 12,661 | $1,862,559 | |
| FAST | Fastenal Co | +4,747 | 16,574 | $769,033 | |
| NFLX | Netflix Inc | +4,580 | 41,555 | $3,995,513 | |
| NOW | ServiceNow, Inc. | +4,416 | 13,501 | $1,411,529 | |
| MRK | Merck & Co., Inc. | +3,748 | 17,577 | $2,114,337 | |
| JNJ | Johnson & Johnson | +3,745 | 22,394 | $5,473,989 | |
| PHM | Pultegroup Inc/Mi/ | +3,697 | 5,690 | $669,200 | |
| GOOGL | Alphabet Inc. | +3,576 | 50,611 | $14,553,699 | |
| NDAQ | Nasdaq, Inc. | +3,546 | 6,726 | $570,970 | |
| KO | Coca Cola Co | +3,494 | 17,942 | $1,364,489 | |
| CSX | Csx Corp | +3,307 | 20,968 | $860,736 | |
| BAC | Bank Of America Corp /De/ | +3,199 | 59,153 | $2,883,708 | |
| SLB | Slb Limited/Nv | +3,152 | 12,577 | $646,332 | |
| ODFL | Old Dominion Freight Line, Inc. | +2,997 | 4,441 | $867,771 | |
| USB | US Bancorp De | +2,918 | 47,251 | $2,457,524 | |
| T | At&T Inc. | +2,848 | 56,669 | $1,642,834 | |
| PLD | Prologis, Inc. | +2,761 | 9,775 | $1,292,059 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WBD | Warner Bros. Discovery, Inc. | −14,995 | 60,365 | $1,657,622 | |
| MCHP | Microchip Technology Inc | −14,223 | 3,572 | $230,786 | |
| CAG | Conagra Brands Inc. | −12,260 | 34,335 | $539,746 | |
| BAX | Baxter International Inc | −9,249 | 33,132 | $556,617 | |
| OBDC | Blue Owl Capital Corp | −9,242 | 14,000 | $154,840 | |
| GSK | GSK plc | −8,293 | 14,783 | $815,873 | |
| KHC | Kraft Heinz Co | −8,166 | 24,713 | $555,795 | |
| DD | DuPont de Nemours, Inc. | −8,147 | 17,993 | $824,079 | |
| KMX | Carmax Inc | −8,117 | 13,397 | $557,047 | |
| PFE | Pfizer Inc | −6,247 | 62,151 | $1,745,200 | |
| AKAM | Akamai Technologies Inc | −5,688 | 6,125 | $703,456 | |
| NUE | Nucor Corp | −5,682 | 3,095 | $523,364 | |
| IFF | International Flavors & Fragrances Inc | −5,339 | 8,329 | $604,268 | |
| CPRT | Copart Inc | −4,740 | 12,179 | $404,342 | |
| PKE | Park Aerospace Corp | −4,264 | 15,683 | $429,400 | |
| VZ | Verizon Communications Inc | −3,675 | 37,906 | $1,902,881 | |
| FISV | Fiserv Inc | −3,593 | 10,660 | $594,828 | |
| XOM | Exxon Mobil Corp | −3,100 | 33,612 | $5,702,611 | |
| ZBH | Zimmer Biomet Holdings, Inc. | −2,628 | 6,107 | $552,194 | |
| BIIB | Biogen Inc. | −2,207 | 3,523 | $645,871 | |
| TROW | Price T Rowe Group Inc | −2,189 | 7,181 | $647,295 | |
| EL | Estee Lauder Companies Inc | −2,004 | 8,581 | $615,858 | |
| STZ | Constellation Brands, Inc. | −1,981 | 4,436 | $665,400 | |
| NKE | NIKE, Inc. | −1,885 | 19,411 | $1,025,289 | |
| PEG | Public Service Enterprise Group Inc | −1,762 | 12,118 | $980,952 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CSGP | Costar Group, Inc. | 13,628 | $549,753 | |
| CLX | Clorox Co /De/ | 5,302 | $549,446 | |
| BR | Broadridge Financial Solutions, Inc. | 2,819 | $458,031 | |
| WDC | Western Digital Corp | 1,370 | $370,571 | |
| VRSN | Verisign Inc/Ca | 1,459 | $362,357 | |
| KEYS | Keysight Technologies, Inc. | 1,269 | $358,327 | |
| SNDK | Sandisk Corp | 558 | $354,519 | |
| AME | Ametek Inc/ | 1,589 | $340,618 | |
| EOG | Eog Resources Inc | 2,289 | $330,920 | |
| MPWR | Monolithic Power Systems Inc | 274 | $299,577 | |
| ED | Consolidated Edison Inc | 2,503 | $283,289 | |
| PTC | Ptc Inc. | 1,948 | $277,570 | |
| EQR | Equity Residential | 4,685 | $277,117 | |
| PKG | Packaging Corp Of America | 1,255 | $266,336 | |
| NTAP | NetApp, Inc. | 2,511 | $257,101 | |
| CARR | CARRIER GLOBAL Corp | 4,453 | $250,748 | |
| RF | Regions Financial Corp | 9,271 | $242,158 | |
| AON | Aon plc | 745 | $240,471 | |
| STE | STERIS plc | 1,075 | $237,714 | |
| RSG | Republic Services, Inc. | 1,025 | $224,495 | |
| VRT | Vertiv Holdings Co | 889 | $222,765 | |
| ABNB | Airbnb, Inc. | 1,666 | $210,382 | |
| DTE | Dte Energy Co | 1,395 | $203,976 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BUD | Anheuser-Busch InBev SA/NV | 16,678 | $1,068,059 | |
| CI | Cigna Group | 1,089 | $299,725 | |
| RBLX | Roblox Corp | 3,588 | $290,735 | |
| SOFI | SoFi Technologies, Inc. | 10,464 | $273,947 | |
| CVNA | Carvana Co. | 625 | $263,762 | |
| VICI | Vici Properties Inc. | 9,371 | $263,512 | |
| PAYX | Paychex Inc | 2,245 | $251,844 | |
| AXON | Axon Enterprise, Inc. | 435 | $247,049 | |
| WDAY | Workday, Inc. | 1,106 | $237,546 | |
| ALNY | Alnylam Pharmaceuticals, Inc. | 596 | $236,999 | |
| RACE | Ferrari N.V. | 633 | $233,931 | |
| MTD | Mettler Toledo International Inc/ | 165 | $230,041 | |
| CMG | Chipotle Mexican Grill Inc | 6,135 | $226,995 | |
| OTIS | Otis Worldwide Corp | 2,418 | $211,212 | |
| No positions match the current search. | ||||
55 positions ·
$145,022,413 total
· Technology 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
Showing 1–50
of 55 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 153,212 | $38,883,673 | 26.81% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 162,857 | $28,402,260 | 19.58% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 55,334 | $20,482,986 | 14.12% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 36,472 | $11,288,448 | 7.78% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 19,558 | $2,860,944 | 1.97% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 34,427 | $2,671,190 | 1.84% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 6,591 | $2,252,737 | 1.55% | |
| MU |
Micron Technology Inc
Technology
|
Added | 6,017 | $2,032,783 | 1.40% | |
| ORCL |
Oracle Corp
Technology
|
Added | 12,661 | $1,862,559 | 1.28% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 8,438 | $1,716,542 | 1.18% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 9,044 | $1,688,243 | 1.16% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 6,753 | $1,636,859 | 1.13% | |
| INTC |
Intel Corp
Technology
|
Added | 34,804 | $1,535,900 | 1.06% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 13,501 | $1,411,529 | 0.97% | |
| INTU |
Intuit Inc.
Technology
|
Added | 3,199 | $1,383,183 | 0.95% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 5,880 | $1,256,320 | 0.87% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 9,520 | $1,168,865 | 0.81% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 9,009 | $1,138,287 | 0.78% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 3,297 | $1,114,221 | 0.77% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 14,994 | $1,078,518 | 0.74% | |
| KLAC |
Kla Corp
Technology
|
Added | 710 | $1,045,411 | 0.72% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 4,193 | $1,019,234 | 0.70% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 3,162 | $1,005,958 | 0.69% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 5,076 | $985,454 | 0.68% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 5,939 | $952,140 | 0.66% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 6,175 | $839,614 | 0.58% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 1,929 | $837,128 | 0.58% | |
| ACN |
Accenture plc
Technology
|
Added | 4,036 | $800,298 | 0.55% | |
| ADSK |
Autodesk, Inc.
Technology
|
Added | 3,066 | $734,000 | 0.51% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 5,608 | $722,198 | 0.50% | |
| AKAM |
Akamai Technologies Inc
Technology
|
Reduced | 6,125 | $703,456 | 0.49% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,770 | $691,025 | 0.48% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 1,553 | $608,403 | 0.42% | |
| NET |
Cloudflare, Inc.
Technology
|
Added | 2,882 | $594,671 | 0.41% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Added | 8,885 | $545,094 | 0.38% | |
| TEL |
TE Connectivity plc
Technology
|
Added | 2,565 | $536,136 | 0.37% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 2,548 | $517,702 | 0.36% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 5,111 | $506,244 | 0.35% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
NEW | 2,819 | $458,031 | 0.32% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 1,370 | $370,571 | 0.26% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Added | 1,861 | $366,356 | 0.25% | |
| VRSN |
Verisign Inc/Ca
Technology
|
NEW | 1,459 | $362,357 | 0.25% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
NEW | 1,269 | $358,327 | 0.25% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 558 | $354,519 | 0.24% | |
| GRMN |
Garmin Ltd
Technology
|
Added | 1,488 | $345,230 | 0.24% | |
| COHR |
Coherent Corp.
Technology
|
Added | 1,442 | $343,498 | 0.24% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 259 | $342,094 | 0.24% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 4,002 | $327,043 | 0.23% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 1,172 | $325,663 | 0.22% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
NEW | 274 | $299,577 | 0.21% |