Anderson Financial Strategies, LLC
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
11 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 27.4% | $3,703,569 |
| Technology | 23.2% | $3,127,749 |
| Communication Services | 22.7% | $3,064,743 |
| Healthcare | 11.7% | $1,578,577 |
| Consumer Cyclical | 11.6% | $1,570,428 |
| Industrials | 3.4% | $463,540 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BVS | Bioventus Inc. | −40,308 | 172,900 | $1,578,577 | |
| DBD | DIEBOLD NIXDORF, Inc | −3,490 | 20,578 | $1,552,404 | |
| EBC | Eastern Bankshares, Inc. | −2,107 | 80,880 | $1,582,012 | |
| LYV | Live Nation Entertainment, Inc. | −1,104 | 10,223 | $1,559,109 | |
| RNR | Renaissancere Holdings Ltd | −435 | 5,295 | $1,573,832 | |
| JPM | Jpmorgan Chase & Co | −200 | 1,862 | $547,725 | |
| ETN | Eaton Corp plc | −72 | 1,296 | $463,540 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EBC |
Eastern Bankshares, Inc.
Financial Services
|
Reduced | 80,880 | $1,582,012 | 11.71% | |
| BVS |
Bioventus Inc.
Healthcare
|
Reduced | 172,900 | $1,578,577 | 11.69% | |
| LYTS |
Lsi Industries Inc
Technology
|
Added | 84,696 | $1,575,345 | 11.66% | |
| RNR |
Renaissancere Holdings Ltd
Financial Services
|
Reduced | 5,295 | $1,573,832 | 11.65% | |
| GT |
Goodyear Tire & Rubber Co /Oh/
Consumer Cyclical
|
Added | 236,867 | $1,570,428 | 11.63% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Reduced | 10,223 | $1,559,109 | 11.54% | |
| DBD |
DIEBOLD NIXDORF, Inc
Technology
|
Reduced | 20,578 | $1,552,404 | 11.49% | |
| APP |
AppLovin Corp
Communication Services
|
Added | 3,783 | $1,505,634 | 11.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,862 | $547,725 | 4.05% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 1,296 | $463,540 | 3.43% | |
| GTLS |
Chart Industries Inc
Industrials
|
Added | 7,534 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.