Grunden Financial Advisory, Inc.
Filing Date
Global Rank
#8,161
/ 8,652
▼ 579
Top Industry
Semiconductors
61.2%
3Y Alpha vs SPY
+4.2%
Period ended 6 months ago
Filed Jan 27, 2026 · 5mo
9 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
+68.8%
SPY
+55.8%
Annualised alpha
+4.2%
Max drawdown
−30.9%
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
15 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
55.0%
−7.1 pts
Top 5
77.6%
−4.9 pts
Top 10
90.4%
−4.9 pts
HHI
3,222
Highly concentrated−818
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 68.7% | $7,474,599 |
| Unclassified | 7.1% | $769,730 |
| Industrials | 6.2% | $676,037 |
| Healthcare | 5.1% | $556,947 |
| Financial Services | 4.8% | $523,632 |
| Communication Services | 3.2% | $348,056 |
| Consumer Cyclical | 2.6% | $281,075 |
| Consumer Defensive | 2.3% | $252,455 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −1,049 | 3,194 | $868,320 | |
| TXN | Texas Instruments Inc | −681 | 34,515 | $5,988,007 | |
| NVDA | Nvidia Corp | −341 | 1,075 | $200,487 | |
| MSFT | Microsoft Corp | −169 | 442 | $213,760 | |
| WMT | Walmart Inc. | −50 | 2,266 | $252,455 | |
| GOOGL | Alphabet Inc. | −45 | 1,112 | $348,056 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$252,455 total
· Consumer Defensive only
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,266 | $252,455 | 100.00% |