Independence Asset Advisors, LLC
CIK
2010929
Location
WYNNEWOOD,, PA
Portfolio Value
Micro
$209,604
Diversification
Highly concentrated
Filing Date
Global Rank
#8,400
/ 8,420
▼ 691
Top Industry
Consumer Electronics
100.0%
3Y Alpha vs SPY
-1.0%
Period ended 6 months ago
Filed Feb 2, 2026 · 4mo
4 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.1%
SPY
+23.4%
Annualised alpha
-1.0%
Max drawdown
−30.2%
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
1 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
100.0%
+62.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+6,643
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 100.0% | $209,604 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAPL | Apple Inc. | 771 | $209,604 | |
| No positions match the current search. | ||||
1 positions ·
$209,604 total
· as of Dec 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
NEW | 771 | $209,604 | 100.00% |