Gordian Advisors LLC
Filing Date
Global Rank
#7,780
/ 8,586
▲ 67
Top Industry
Software - Infrastructure
23.1%
3Y Alpha vs SPY
-6.2%
Period ended 3 months ago
Filed Apr 27, 2026 · 50d
10 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
+37.8%
SPY
+55.8%
Annualised alpha
-6.2%
Max drawdown
−18.1%
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
31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.1%
−5.2 pts
Top 5
51.6%
−4.8 pts
Top 10
66.9%
−4.1 pts
HHI
854
Diversified−232
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.0% | $8,065,987 |
| Healthcare | 11.5% | $2,113,691 |
| Financial Services | 9.1% | $1,675,728 |
| Unclassified | 8.5% | $1,561,011 |
| Consumer Cyclical | 8.4% | $1,539,840 |
| Consumer Defensive | 7.9% | $1,452,186 |
| Industrials | 7.1% | $1,296,088 |
| Energy | 3.5% | $638,463 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| AAPL | Apple Inc. | +1 | 10,821 | $2,746,261 | |
| HD | Home Depot, Inc. | +1 | 703 | $231,209 | |
| CAT | Caterpillar Inc | +1 | 420 | $297,553 | |
| LLY | ELI LILLY & Co | +1 | 256 | $235,461 | |
| 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. | ||||
3 positions ·
$1,452,186 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,942 | $614,191 | 42.29% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 5,600 | $477,288 | 32.87% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 362 | $360,707 | 24.84% |