Gordian Advisors LLC

CIK

2011856

Location

TUCSON, AZ

Portfolio Value

Micro $18,035,571

Diversification

Diversified

Filing Date

Global Rank

#7,799 / 8,603 ▲ 61 · as of Mar 2026

Top Industry

Software - Infrastructure 23.5%

3Y Alpha vs SPY

-4.8%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

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

+39.3%

SPY

+54.1%

Annualised alpha

-4.9%

Max drawdown

−18.0%

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

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

Top Position

21.5%

−5.1 pts

Top 5

52.5%

−4.6 pts

Top 10

68.0%

−3.8 pts

HHI

880

Diversified−229

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.7%	$8,065,987	7
Healthcare	11.7%	$2,113,691	5
Financial Services	9.3%	$1,675,728	3
Unclassified	8.7%	$1,561,011	3
Consumer Cyclical	8.5%	$1,539,840	3
Consumer Defensive	8.1%	$1,452,186	3
Industrials	7.2%	$1,296,088	5
Energy	1.8%	$331,040	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+130	2,210	$385,424
JNJ	Johnson & Johnson	+58	4,356	$1,064,780
SPY	Spdr S&P 500 ETF Trust	+15	1,165	$757,646
AMGN	Amgen Inc	+4	856	$301,183
IBM	International Business Machines Corp	+3	1,058	$256,448
RTX	RTX Corp	+2	1,636	$315,584
WMT	Walmart Inc.	+2	4,942	$614,191
CAT	Caterpillar Inc	+1	420	$297,553
LLY	ELI LILLY & Co	+1	256	$235,461
AAPL	Apple Inc.	+1	10,821	$2,746,261
HD	Home Depot, Inc.	+1	703	$231,209
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−216	4,336	$903,058
MSFT	Microsoft Corp	−13	10,455	$3,870,127
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	916	$394,145
LMT	Lockheed Martin Corp	356	$215,162
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GOOGL	Alphabet Inc.	649	$203,137
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 positions · $18,035,571 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	10,455	-13	$3,870,127	−23.6%	21.46%
AAPL	Apple Inc. Technology	Added	10,821	+1	$2,746,261	−6.6%	15.23%
JNJ	Johnson & Johnson Healthcare	Added	4,356	+58	$1,064,780	+19.7%	5.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,336	-216	$903,058	−14.1%	5.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,852	0	$887,478	−4.7%	4.92%
SPY	Spdr S&P 500 ETF Trust	Added	1,165	+15	$757,646	−3.4%	4.20%
WMT	Walmart Inc. Consumer Defensive	Added	4,942	+2	$614,191	+11.6%	3.41%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,841	0	$541,548	−8.7%	3.00%
CL	Colgate Palmolive Co Consumer Defensive	Held	5,600	0	$477,288	+7.9%	2.65%
QQQ	Invesco Qqq Trust, Series 1	Held	709	0	$409,220	−6.0%	2.27%
SBUX	Starbucks Corp Consumer Cyclical	Held	4,527	0	$405,573	+6.4%	2.25%
GLD	Spdr Gold Trust	NEW	916	NEW	$394,145	NEW	2.19%
NVDA	Nvidia Corp Technology	Added	2,210	+130	$385,424	−0.6%	2.14%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	362	0	$360,707	+15.5%	2.00%
CVX	Chevron Corp Energy	Held	1,600	0	$331,040	+35.8%	1.84%
RTX	RTX Corp Industrials	Added	1,636	+2	$315,584	+5.3%	1.75%
AMGN	Amgen Inc Healthcare	Added	856	+4	$301,183	+8.0%	1.67%
CAT	Caterpillar Inc Industrials	Added	420	+1	$297,553	+24.0%	1.65%
AVGO	Broadcom Inc. Technology	Held	898	0	$277,939	−10.6%	1.54%
SYK	Stryker Corp Healthcare	Held	825	0	$271,086	−6.5%	1.50%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	800	0	$270,360	+11.2%	1.50%
INTU	Intuit Inc. Technology	Held	600	0	$259,428	−34.7%	1.44%
IBM	International Business Machines Corp Technology	Added	1,058	+3	$256,448	−17.9%	1.42%
EXPD	Expeditors International Of Washington Inc Industrials	Held	1,790	0	$256,381	−3.9%	1.42%
FITB	Fifth Third Bancorp Financial Services	Held	5,310	0	$246,702	−0.7%	1.37%
MRK	Merck & Co., Inc. Healthcare	Held	2,005	0	$241,181	+14.3%	1.34%
LLY	ELI LILLY & Co Healthcare	Added	256	+1	$235,461	−14.1%	1.31%
HD	Home Depot, Inc. Consumer Cyclical	Added	703	+1	$231,209	−4.3%	1.28%
LMT	Lockheed Martin Corp Industrials	NEW	356	NEW	$215,162	NEW	1.19%
GE	General Electric Co Industrials	Held	745	0	$211,408	−7.9%	1.17%