Oceanside Advisors LLC
Filing Date
Global Rank
#7,854
/ 8,232
▲ 239
Top Industry
Consumer Electronics
17.9%
3Y Alpha vs SPY
+4.4%
Period ended 2 months ago
Filed Apr 28, 2026 · 46d
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
+66.3%
SPY
+52.9%
Annualised alpha
+4.4%
Max drawdown
−12.1%
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
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.7%
−1.2 pts
Top 5
56.2%
−4.6 pts
Top 10
84.6%
−3.1 pts
HHI
934
Diversified−79
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 29.0% | $2,234,863 |
| Technology | 28.1% | $2,166,867 |
| Financial Services | 27.2% | $2,095,613 |
| Consumer Defensive | 9.8% | $755,530 |
| Consumer Cyclical | 3.2% | $248,049 |
| Industrials | 2.6% | $202,048 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 700 | $236,488 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$248,049 total
· Consumer Cyclical only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,191 | $248,049 | 100.00% |