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GR FINANCIAL GROUP, LLC

Location
TUCSON, AZ
Portfolio Value
Small $115,110,683
Diversification
Highly concentrated
Filing Date
Global Rank
#5,802 / 8,651 ▲ 2546
Top Industry
Semiconductors 25.7%
3Y Alpha vs SPY
-2.6%
Period ended 58 days ago
Filed Aug 3, 2026 · 24d
15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+62.8%
SPY
+74.1%
Annualised alpha
-2.7%
Max drawdown
−19.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
86.2%
+54.0 pts
Top 5
92.9%
+21.1 pts
Top 10
96.2%
+4.8 pts
HHI
7,451
Sep 2023 → Jun 2026 · range 813 – 9,611
Highly concentrated+5,831

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 89.7% $103,267,175
Technology 6.0% $6,920,882
Industrials 1.6% $1,806,032
Consumer Cyclical 0.9% $1,013,940
Healthcare 0.8% $895,952
Consumer Defensive 0.7% $749,311
Communication Services 0.4% $457,391

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
6 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
7 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
12 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
25 tracked positions · $115,110,683 total · filing declares 37 positions · $735,911,874 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.