Schulz Wealth, LTD.
Filing Date
Global Rank
#8,416
/ 8,652
▼ 623
Top Industry
Consumer Electronics
20.2%
3Y Alpha vs SPY
-1.6%
Period ended 6 months ago
Filed Feb 5, 2026 · 4mo
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
+50.0%
SPY
+54.6%
Annualised alpha
-1.6%
Max drawdown
−18.2%
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
11 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
17.4%
+0.8 pts
Top 5
68.3%
+11.0 pts
Top 10
95.6%
+8.8 pts
HHI
1,159
Diversified+214
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.8% | $2,103,602 |
| Consumer Defensive | 14.6% | $754,358 |
| Unclassified | 13.7% | $707,151 |
| Consumer Cyclical | 10.7% | $552,583 |
| Financial Services | 9.0% | $461,444 |
| Utilities | 5.7% | $293,611 |
| Industrials | 5.4% | $277,628 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +1,505 | 2,925 | $888,878 | |
| AAPL | Apple Inc. | +17 | 3,303 | $897,953 | |
| AMZN | Amazon Com Inc | +14 | 2,394 | $552,583 | |
| BRK-B | Berkshire Hathaway Inc | +6 | 466 | $234,234 | |
| MSFT | Microsoft Corp | +4 | 655 | $316,771 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
1 positions ·
$293,611 total
· Utilities only
· as of Dec 31, 2025
All sectors
Consumer Cyclical
Consumer Defensive
Financial Services
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DUK |
Duke Energy CORP
Utilities
|
Held | 2,505 | $293,611 | 100.00% |