SECURED RETIREMENT ADVISORS, LLC

Pension

CIK

2012356

Location

ST LOUIS PARK, MN

Portfolio Value

Small $124,502,590

Diversification

Diversified

Filing Date

Global Rank

#5,219 / 8,603 ▲ 148 · as of Mar 2026

Top Industry

Semiconductors 9.7%

3Y Alpha vs SPY

+1.6%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

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

+58.3%

SPY

+54.1%

Annualised alpha

+1.3%

Max drawdown

−19.9%

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

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

Top Position

5.5%

−0.4 pts

Top 5

21.5%

−2.1 pts

Top 10

34.2%

−2.0 pts

HHI

202

Diversified−22

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$40,447,804	19
Industrials	17.4%	$21,723,896	18
Financial Services	11.7%	$14,550,846	12
Healthcare	8.7%	$10,791,491	10
Consumer Cyclical	7.4%	$9,207,550	6
Consumer Defensive	7.2%	$8,981,622	9
Communication Services	5.3%	$6,587,410	4
Energy	4.1%	$5,087,930	7
Utilities	3.0%	$3,753,161	1
Basic Materials	1.1%	$1,427,768	2
Real Estate	0.9%	$1,141,936	1
Unclassified	0.6%	$801,176	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	+10,871	32,387	$2,512,907
IBM	International Business Machines Corp	+3,746	10,673	$2,587,028
TSLA	Tesla, Inc.	+3,352	6,806	$2,530,130
ORCL	Oracle Corp	+2,908	10,677	$1,570,693
C	Citigroup Inc	+2,567	18,821	$2,134,489
KO	Coca Cola Co	+2,427	6,270	$476,833
UNH	Unitedhealth Group Inc	+2,187	4,026	$1,089,395
PLTR	Palantir Technologies Inc.	+1,925	5,229	$764,898
BMY	Bristol Myers Squibb Co	+1,579	9,181	$556,827
WMT	Walmart Inc.	+1,406	19,111	$2,375,115
FAST	Fastenal Co	+969	6,478	$300,579
COP	Conocophillips	+620	3,750	$495,000
VZ	Verizon Communications Inc	+582	10,695	$536,889
UPS	United Parcel Service Inc	+454	4,019	$395,389
YUM	Yum Brands Inc	+453	11,588	$1,801,702
GOOGL	Alphabet Inc.	+445	14,473	$4,161,855
OKE	Oneok Inc /New/	+423	3,254	$294,129
AMD	Advanced Micro Devices Inc	+388	3,408	$693,289
BNY	Bank of New York Mellon Corp	+274	20,265	$2,404,036
EOG	Eog Resources Inc	+212	2,739	$395,977
ZBH	Zimmer Biomet Holdings, Inc.	+195	9,752	$881,775
TXN	Texas Instruments Inc	+160	2,299	$446,327
ITW	Illinois Tool Works Inc	+146	10,287	$2,677,603
MO	Altria Group, Inc.	+141	7,545	$497,894
HD	Home Depot, Inc.	+126	1,180	$388,090
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−7,766	39,104	$5,316,970
AAAU	Goldman Sachs Physical Gold ETF	−7,349	12,734	$588,183
QCOM	Qualcomm Inc/De	−4,599	5,944	$765,468
BRK-B	Berkshire Hathaway Inc	−3,295	1,760	$843,392
V	Visa Inc.	−3,202	1,947	$588,461
MSFT	Microsoft Corp	−3,132	11,355	$4,203,280
COHR	Coherent Corp.	−2,876	6,271	$1,493,814
NEM	NEWMONT Corp /DE/	−2,206	10,040	$1,086,830
META	Meta Platforms, Inc.	−2,172	1,614	$923,417
MA	Mastercard Inc	−1,942	1,757	$877,902
AVGO	Broadcom Inc.	−1,607	6,955	$2,152,642
LEN	Lennar Corp /New/	−1,179	10,675	$927,017
JPM	Jpmorgan Chase & Co	−1,100	7,282	$2,142,073
CAT	Caterpillar Inc	−793	1,762	$1,248,306
CVX	Chevron Corp	−654	9,374	$1,939,480
RTX	RTX Corp	−644	7,255	$1,399,489
AMZN	Amazon Com Inc	−632	15,888	$3,308,993
HPE	Hewlett Packard Enterprise Co	−607	26,050	$620,250
AAPL	Apple Inc.	−523	24,716	$6,272,673
ED	Consolidated Edison Inc	−473	33,161	$3,753,161
TEX	Terex Corp	−453	22,118	$1,307,173
PEP	Pepsico Inc	−429	3,275	$508,574
OEC	Orion S.A.	−345	52,452	$340,938
BKR	Baker Hughes Co	−325	21,900	$1,336,995
USB	US Bancorp De	−320	22,772	$1,184,371
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
GE	General Electric Co	5,380	$1,526,682
GS	Goldman Sachs Group Inc	1,640	$1,387,423
CLX	Clorox Co /De/	12,903	$1,337,137
PFE	Pfizer Inc	44,051	$1,236,952
MU	Micron Technology Inc	3,079	$1,040,209
CRM	Salesforce, Inc.	5,381	$1,004,471
NFLX	Netflix Inc	10,039	$965,249
VRSK	Verisk Analytics, Inc.	5,036	$955,581
MAS	Masco Corp /De/	15,171	$915,873
JNJ	Johnson & Johnson	3,214	$785,630
UBER	Uber Technologies, Inc	10,630	$764,615
BRO	Brown & Brown, Inc.	10,302	$671,793
NOW	ServiceNow, Inc.	5,168	$540,314
HSY	Hershey Co	1,344	$279,404
SLB	Slb Limited/Nv	5,308	$272,778
TGT	Target Corp	2,238	$271,245
CINF	Cincinnati Financial Corp	1,627	$256,008
FLO	Flowers Foods Inc	16,325	$133,048
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
UHS	Universal Health Services Inc	7,795	$1,699,465
ABT	Abbott Laboratories	10,925	$1,368,793
TT	Trane Technologies plc	3,477	$1,353,248
SONY	Sony Group Corp	47,162	$1,207,347
EA	Electronic Arts Inc.	4,891	$999,378
CMCSA	Comcast Corp	31,525	$883,112
MTCH	Match Group, Inc.	26,362	$851,228
NTR	Nutrien Ltd.	13,112	$809,272
PANW	Palo Alto Networks Inc	4,096	$754,483
CTAS	Cintas Corp	3,280	$616,869
RF	Regions Financial Corp	9,366	$253,818
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

91 positions · $124,502,590 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 91 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	39,366	-298	$6,865,430	−7.2%	5.51%
AAPL	Apple Inc. Technology	Reduced	24,716	-523	$6,272,673	−8.6%	5.04%
GLW	Corning Inc /Ny Technology	Reduced	39,104	-7,766	$5,316,970	+29.6%	4.27%
MSFT	Microsoft Corp Technology	Reduced	11,355	-3,132	$4,203,280	−40.0%	3.38%
GOOGL	Alphabet Inc. Communication Services	Added	14,473	+445	$4,161,855	−5.2%	3.34%
ED	Consolidated Edison Inc Utilities	Reduced	33,161	-473	$3,753,161	+12.4%	3.01%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	15,888	-632	$3,308,993	−13.2%	2.66%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	36,400	-229	$3,102,372	+7.2%	2.49%
MRK	Merck & Co., Inc. Healthcare	Reduced	23,897	-244	$2,874,570	+13.1%	2.31%
ITW	Illinois Tool Works Inc Industrials	Added	10,287	+146	$2,677,603	+7.2%	2.15%
IBM	International Business Machines Corp Technology	Added	10,673	+3,746	$2,587,028	+26.1%	2.08%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,806	+3,352	$2,530,130	+62.9%	2.03%
CSCO	Cisco Systems, Inc. Technology	Added	32,387	+10,871	$2,512,907	+51.6%	2.02%
BNY	Bank of New York Mellon Corp Financial Services	Added	20,265	+274	$2,404,036	+3.6%	1.93%
WMT	Walmart Inc. Consumer Defensive	Added	19,111	+1,406	$2,375,115	+20.4%	1.91%
AVGO	Broadcom Inc. Technology	Reduced	6,955	-1,607	$2,152,642	−27.4%	1.73%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,282	-1,100	$2,142,073	−20.7%	1.72%
C	Citigroup Inc Financial Services	Added	18,821	+2,567	$2,134,489	+12.5%	1.71%
LMT	Lockheed Martin Corp Industrials	Added	3,209	+81	$1,939,487	+28.2%	1.56%
CVX	Chevron Corp Energy	Reduced	9,374	-654	$1,939,480	+26.9%	1.56%
YUM	Yum Brands Inc Consumer Cyclical	Added	11,588	+453	$1,801,702	+7.0%	1.45%
LLY	ELI LILLY & Co Healthcare	Added	1,909	+63	$1,755,840	−11.5%	1.41%
ORCL	Oracle Corp Technology	Added	10,677	+2,908	$1,570,693	+3.7%	1.26%
GE	General Electric Co Industrials	NEW	5,380	NEW	$1,526,682	NEW	1.23%
COHR	Coherent Corp. Technology	Reduced	6,271	-2,876	$1,493,814	−11.5%	1.20%
BPOP	Popular, Inc. Financial Services	Reduced	10,647	-109	$1,428,507	+6.7%	1.15%
RTX	RTX Corp Industrials	Reduced	7,255	-644	$1,399,489	−3.4%	1.12%
GS	Goldman Sachs Group Inc Financial Services	NEW	1,640	NEW	$1,387,423	NEW	1.11%
BA	Boeing Co Industrials	Reduced	6,830	-71	$1,359,374	−9.3%	1.09%
CLX	Clorox Co /De/ Consumer Defensive	NEW	12,903	NEW	$1,337,137	NEW	1.07%
BKR	Baker Hughes Co Energy	Reduced	21,900	-325	$1,336,995	+32.1%	1.07%
TEX	Terex Corp Industrials	Reduced	22,118	-453	$1,307,173	+8.5%	1.05%
JCI	Johnson Controls International plc Industrials	Reduced	9,952	-253	$1,303,214	+6.6%	1.05%
DE	Deere & Co Industrials	Reduced	2,228	-22	$1,255,032	+19.8%	1.01%
CAT	Caterpillar Inc Industrials	Reduced	1,762	-793	$1,248,306	−14.7%	1.00%
PFE	Pfizer Inc Healthcare	NEW	44,051	NEW	$1,236,952	NEW	0.99%
GNRC	Generac Holdings Inc. Industrials	Reduced	6,073	-99	$1,186,239	+40.9%	0.95%
USB	US Bancorp De Financial Services	Reduced	22,772	-320	$1,184,371	−3.9%	0.95%
PH	Parker-Hannifin Corp Industrials	Reduced	1,317	-32	$1,179,031	−0.6%	0.95%
SPG	Simon Property Group Inc. Real Estate	Reduced	6,122	-151	$1,141,936	−1.7%	0.92%
BWXT	BWX Technologies, Inc. Industrials	Reduced	5,479	-49	$1,120,400	+17.3%	0.90%
UNH	Unitedhealth Group Inc Healthcare	Added	4,026	+2,187	$1,089,395	+79.5%	0.87%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	10,040	-2,206	$1,086,830	−11.1%	0.87%
MU	Micron Technology Inc Technology	NEW	3,079	NEW	$1,040,209	NEW	0.84%
CRM	Salesforce, Inc. Technology	NEW	5,381	NEW	$1,004,471	NEW	0.81%
NFLX	Netflix Inc Communication Services	NEW	10,039	NEW	$965,249	NEW	0.78%
VRSK	Verisk Analytics, Inc. Industrials	NEW	5,036	NEW	$955,581	NEW	0.77%
LEN	Lennar Corp /New/ Consumer Cyclical	Reduced	10,675	-1,179	$927,017	−23.9%	0.74%
META	Meta Platforms, Inc. Communication Services	Reduced	1,614	-2,172	$923,417	−63.1%	0.74%
MAS	Masco Corp /De/ Industrials	NEW	15,171	NEW	$915,873	NEW	0.74%