PRECEDENT WEALTH PARTNERS, LLC

CIK

2008666

Location

HOUSTON, TX

Portfolio Value

Small $139,986,230

Diversification

Diversified

Filing Date

Global Rank

#4,993 / 8,605 ▲ 317 · as of Mar 2026

Top Industry

Drug Manufacturers - General 8.7%

3Y Alpha vs SPY

-0.6%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.5%

SPY

+54.1%

Annualised alpha

-0.8%

Max drawdown

−17.2%

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

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

Top Position

4.8%

−0.2 pts

Top 5

20.4%

−0.9 pts

Top 10

32.6%

−1.3 pts

HHI

204

Diversified−5

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.7%	$35,929,073	16
Financial Services	11.1%	$15,556,746	13
Energy	11.0%	$15,405,343	7
Healthcare	10.7%	$15,003,949	9
Consumer Defensive	10.5%	$14,728,063	10
Industrials	10.0%	$14,050,350	8
Consumer Cyclical	7.5%	$10,508,515	5
Communication Services	4.6%	$6,419,009	6
Unclassified	4.2%	$5,931,510	4
Utilities	3.0%	$4,257,321	4
Basic Materials	1.6%	$2,196,351	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FIS	Fidelity National Information Services, Inc.	+48,631	51,857	$2,432,611
CMCSA	Comcast Corp	+16,115	57,036	$1,637,503
VZ	Verizon Communications Inc	+11,635	42,663	$2,141,682
NKE	NIKE, Inc.	+6,339	26,446	$1,396,877
TGT	Target Corp	+3,225	17,100	$2,072,520
OC	Owens Corning	+3,204	13,818	$1,495,383
ZTS	Zoetis Inc.	+2,555	12,347	$1,459,538
KMI	Kinder Morgan, Inc.	+2,455	86,547	$2,901,920
KO	Coca Cola Co	+1,948	23,482	$1,785,806
MO	Altria Group, Inc.	+1,897	36,331	$2,397,482
EOG	Eog Resources Inc	+1,775	8,513	$1,230,724
MET	Metlife Inc	+1,584	27,962	$1,977,472
KR	Kroger Co	+1,518	32,696	$2,365,882
ACN	Accenture plc	+1,397	8,168	$1,619,632
WEC	Wec Energy Group, Inc.	+1,349	12,963	$1,500,726
APD	Air Products & Chemicals, Inc.	+1,306	6,565	$1,907,066
AOS	Smith A O Corp	+1,167	27,677	$1,825,021
BAC	Bank Of America Corp /De/	+1,159	51,256	$2,498,730
DUK	Duke Energy CORP	+804	16,923	$2,215,897
UNH	Unitedhealth Group Inc	+791	4,502	$1,218,196
MRK	Merck & Co., Inc.	+775	22,750	$2,736,597
QCOM	Qualcomm Inc/De	+742	14,526	$1,870,658
DG	Dollar General Corp	+685	16,457	$1,953,939
JNJ	Johnson & Johnson	+629	12,840	$3,138,609
ADP	Automatic Data Processing Inc	+568	7,979	$1,621,173
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	−3,750	15,487	$3,204,260
XOM	Exxon Mobil Corp	−951	34,927	$5,925,714
COP	Conocophillips	−608	8,473	$1,118,436
WMB	Williams Companies, Inc.	−587	7,284	$530,129
VLO	Valero Energy Corp/Tx	−474	2,000	$494,160
LRCX	Lam Research Corp	−396	31,715	$6,776,226
NVDA	Nvidia Corp	−320	10,187	$1,776,612
NFLX	Netflix Inc	−266	2,663	$256,047
WMT	Walmart Inc.	−253	8,071	$1,003,063
VST	Vistra Corp.	−214	1,643	$246,992
PLTR	Palantir Technologies Inc.	−170	3,590	$525,145
META	Meta Platforms, Inc.	−120	1,256	$718,595
AMZN	Amazon Com Inc	−100	6,087	$1,267,739
V	Visa Inc.	−81	1,547	$467,565
GOOGL	Alphabet Inc.	−64	4,523	$1,300,633
LLY	ELI LILLY & Co	−13	321	$295,246
SPY	Spdr S&P 500 ETF Trust	−10	2,049	$1,332,546
AMD	Advanced Micro Devices Inc	−7	1,848	$375,938
COST	Costco Wholesale Corp /New	−6	453	$451,382
MDY	Spdr S&P Midcap 400 ETF Trust	−6	5,880	$3,626,548
BRK-B	Berkshire Hathaway Inc	−5	926	$443,739
GLD	Spdr Gold Trust	−5	551	$237,089
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SHOP	Shopify Inc.	5,059	$600,098
AFL	Aflac Inc	3,885	$426,223
T	At&T Inc.	12,575	$364,549
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
TXN	Texas Instruments Inc	10,018	$1,738,022
PAA	Plains All American Pipeline LP	22,049	$396,000
LNG	Cheniere Energy, Inc.	1,946	$378,282
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 positions · $139,986,230 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LRCX	Lam Research Corp Technology	Reduced	31,715	-396	$6,776,226	+23.3%	4.84%
AAPL	Apple Inc. Technology	Added	23,773	+313	$6,033,349	−5.4%	4.31%
XOM	Exxon Mobil Corp Energy	Reduced	34,927	-951	$5,925,714	+37.2%	4.23%
AVGO	Broadcom Inc. Technology	Added	19,090	+97	$5,908,545	−10.1%	4.22%
MSFT	Microsoft Corp Technology	Added	10,570	+212	$3,912,696	−21.9%	2.80%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,933	+199	$3,804,371	−7.3%	2.72%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	5,880	-6	$3,626,548	+2.1%	2.59%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	18,252	+489	$3,327,887	+4.9%	2.38%
CVX	Chevron Corp Energy	Reduced	15,487	-3,750	$3,204,260	+9.3%	2.29%
CAT	Caterpillar Inc Industrials	Added	4,451	+39	$3,153,355	+24.8%	2.25%
JNJ	Johnson & Johnson Healthcare	Added	12,840	+629	$3,138,609	+24.2%	2.24%
KMI	Kinder Morgan, Inc. Energy	Added	86,547	+2,455	$2,901,920	+25.5%	2.07%
AMGN	Amgen Inc Healthcare	Added	8,146	+206	$2,866,170	+10.3%	2.05%
MRK	Merck & Co., Inc. Healthcare	Added	22,750	+775	$2,736,597	+18.3%	1.95%
ABBV	AbbVie Inc. Healthcare	Added	12,274	+80	$2,669,472	−4.2%	1.91%
MCD	Mcdonalds Corp Consumer Cyclical	Added	8,448	+393	$2,625,553	+6.6%	1.88%
LMT	Lockheed Martin Corp Industrials	Added	4,330	+102	$2,617,008	+28.0%	1.87%
BAC	Bank Of America Corp /De/ Financial Services	Added	51,256	+1,159	$2,498,730	−9.3%	1.78%
FIS	Fidelity National Information Services, Inc. Technology	Added	51,857	+48,631	$2,432,611	+1034.6%	1.74%
MO	Altria Group, Inc. Consumer Defensive	Added	36,331	+1,897	$2,397,482	+20.8%	1.71%
KR	Kroger Co Consumer Defensive	Added	32,696	+1,518	$2,365,882	+21.5%	1.69%
DUK	Duke Energy CORP Utilities	Added	16,923	+804	$2,215,897	+17.3%	1.58%
BLK	BlackRock, Inc. Financial Services	Added	2,256	+73	$2,169,617	−7.1%	1.55%
VZ	Verizon Communications Inc Communication Services	Added	42,663	+11,635	$2,141,682	+69.5%	1.53%
TGT	Target Corp Consumer Defensive	Added	17,100	+3,225	$2,072,520	+52.8%	1.48%
HSY	Hershey Co Consumer Defensive	Added	9,655	+498	$2,007,177	+20.5%	1.43%
MET	Metlife Inc Financial Services	Added	27,962	+1,584	$1,977,472	−5.0%	1.41%
DG	Dollar General Corp Consumer Defensive	Added	16,457	+685	$1,953,939	−6.7%	1.40%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	9,286	+331	$1,932,323	+3.4%	1.38%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	6,565	+1,306	$1,907,066	+46.8%	1.36%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,748	+480	$1,890,459	+4.3%	1.35%
QCOM	Qualcomm Inc/De Technology	Added	14,526	+742	$1,870,658	−20.7%	1.34%
ITW	Illinois Tool Works Inc Industrials	Added	7,068	+480	$1,839,729	+13.4%	1.31%
AOS	Smith A O Corp Industrials	Added	27,677	+1,167	$1,825,021	+2.9%	1.30%
KO	Coca Cola Co Consumer Defensive	Added	23,482	+1,948	$1,785,806	+18.6%	1.28%
NVDA	Nvidia Corp Technology	Reduced	10,187	-320	$1,776,612	−9.3%	1.27%
FDX	Fedex Corp Industrials	Added	5,808	+283	$1,666,956	+29.6%	1.19%
CMCSA	Comcast Corp Communication Services	Added	57,036	+16,115	$1,637,503	+42.8%	1.17%
ADP	Automatic Data Processing Inc Technology	Added	7,979	+568	$1,621,173	−15.0%	1.16%
ACN	Accenture plc Technology	Added	8,168	+1,397	$1,619,632	−10.8%	1.16%
WEC	Wec Energy Group, Inc. Utilities	Added	12,963	+1,349	$1,500,726	+22.5%	1.07%
OC	Owens Corning Industrials	Added	13,818	+3,204	$1,495,383	+25.9%	1.07%
ZTS	Zoetis Inc. Healthcare	Added	12,347	+2,555	$1,459,538	+18.5%	1.04%
NKE	NIKE, Inc. Consumer Cyclical	Added	26,446	+6,339	$1,396,877	+9.0%	1.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,049	-10	$1,332,546	−5.1%	0.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,523	-64	$1,300,633	−9.4%	0.93%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,087	-100	$1,267,739	−11.2%	0.91%
INTU	Intuit Inc. Technology	Added	2,862	+505	$1,237,471	−20.7%	0.88%
EOG	Eog Resources Inc Energy	Added	8,513	+1,775	$1,230,724	+73.9%	0.88%
UNH	Unitedhealth Group Inc Healthcare	Added	4,502	+791	$1,218,196	−0.6%	0.87%