Anderson Financial Strategies, LLC

CIK

2018166

Location

DAYTON, OH

Portfolio Value

Micro $15,066,260

Diversification

Diversified

Filing Date

Global Rank

#7,544 / 8,232 ▲ 121

Top Industry

Specialty Industrial Machinery 13.4%

3Y Alpha vs SPY

-3.8%

Period ended 2 months ago

Filed May 15, 2026 · 29d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.2%

SPY

+23.4%

Annualised alpha

-3.8%

Max drawdown

−17.9%

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

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

Top Position

10.5%

+0.2 pts

Top 5

52.3%

+5.7 pts

Top 10

96.9%

+11.5 pts

HHI

990

Diversified+201

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	24.6%	$3,703,569	3
Technology	20.8%	$3,127,749	2
Communication Services	20.3%	$3,064,743	2
Industrials	13.4%	$2,021,194	2
Healthcare	10.5%	$1,578,577	1
Consumer Cyclical	10.4%	$1,570,428	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
GT	Goodyear Tire & Rubber Co /Oh/	+51,687	236,867	$1,570,428
LYTS	Lsi Industries Inc	+2,309	84,696	$1,575,345
APP	AppLovin Corp	+1,044	3,783	$1,505,634
GTLS	Chart Industries Inc	+175	7,534	$1,557,654
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
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 quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
AAPL	Apple Inc.	2,906	$790,025
SHOP	Shopify Inc.	2,798	$450,394
AMZN	Amazon Com Inc	1,660	$383,161
ISRG	Intuitive Surgical Inc	615	$348,311
MA	Mastercard Inc	564	$321,976
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $15,066,260 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EBC	Eastern Bankshares, Inc. Financial Services	Reduced	80,880	-2,107	$1,582,012	+3.4%	10.50%
BVS	Bioventus Inc. Healthcare	Reduced	172,900	-40,308	$1,578,577	−0.5%	10.48%
LYTS	Lsi Industries Inc Technology	Added	84,696	+2,309	$1,575,345	+4.4%	10.46%
RNR	Renaissancere Holdings Ltd Financial Services	Reduced	5,295	-435	$1,573,832	−2.3%	10.45%
GT	Goodyear Tire & Rubber Co /Oh/ Consumer Cyclical	Added	236,867	+51,687	$1,570,428	−3.2%	10.42%
LYV	Live Nation Entertainment, Inc. Communication Services	Reduced	10,223	-1,104	$1,559,109	−3.4%	10.35%
GTLS	Chart Industries Inc Industrials	Added	7,534	+175	$1,557,654	+2.6%	10.34%
DBD	DIEBOLD NIXDORF, Inc Technology	Reduced	20,578	-3,490	$1,552,404	−5.0%	10.30%
APP	AppLovin Corp Communication Services	Added	3,783	+1,044	$1,505,634	−18.4%	9.99%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,862	-200	$547,725	−17.6%	3.64%
ETN	Eaton Corp plc Industrials	Reduced	1,296	-72	$463,540	+6.4%	3.08%