Foundry Financial Group, Inc.
Filing Date
Global Rank
#7,792
/ 8,232
▲ 223
Top Industry
Financial Data & Stock Exchanges
31.2%
3Y Alpha vs SPY
-3.7%
Period ended 2 months ago
Filed Apr 23, 2026 · 51d
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
+42.3%
SPY
+52.9%
Annualised alpha
-3.7%
Max drawdown
−14.1%
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
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
30.4%
+1.4 pts
Top 5
68.0%
−0.4 pts
Top 10
85.7%
−1.9 pts
HHI
1,405
Diversified+44
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.7% | $3,561,098 |
| Financial Services | 37.3% | $3,433,492 |
| Consumer Cyclical | 8.2% | $756,789 |
| Communication Services | 7.9% | $725,282 |
| Healthcare | 2.8% | $254,776 |
| Unclassified | 2.7% | $246,125 |
| Energy | 2.5% | $228,192 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +867 | 6,731 | $1,173,886 | |
| AAPL | Apple Inc. | +504 | 3,963 | $1,005,769 | |
| AMZN | Amazon Com Inc | +285 | 2,436 | $507,345 | |
| AVGO | Broadcom Inc. | +94 | 1,297 | $401,434 | |
| GOOGL | Alphabet Inc. | +94 | 1,412 | $406,034 | |
| LLY | ELI LILLY & Co | +82 | 277 | $254,776 | |
| MSFT | Microsoft Corp | +79 | 2,088 | $772,914 | |
| TSLA | Tesla, Inc. | +57 | 671 | $249,444 | |
| META | Meta Platforms, Inc. | +38 | 558 | $319,248 | |
| JPM | Jpmorgan Chase & Co | +23 | 701 | $206,206 | |
| CME | Cme Group Inc. | +7 | 9,465 | $2,795,487 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IBM | International Business Machines Corp | 700 | $207,347 | |
| No positions match the current search. | ||||
5 positions ·
$3,561,098 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 6,731 | $1,173,886 | 32.96% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,963 | $1,005,769 | 28.24% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,088 | $772,914 | 21.70% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,297 | $401,434 | 11.27% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 613 | $207,095 | 5.82% |