Wall Street Financial Group, Inc.

CIK

2019337

Location

CARLINVILLE, IL

Portfolio Value

Micro $86,393,550

Diversification

Diversified

Filing Date

Global Rank

#6,159 / 8,517 ▲ 161

Top Industry

Semiconductors 28.8%

3Y Alpha vs SPY

+27.5%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

9 quarters · since Jun 2024

Clone Performance

Aug 2024–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+116.1%

SPY

+42.8%

Annualised alpha

+27.5%

Max drawdown

−25.0%

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 9 quarters. Past performance does not predict future results.

Portfolio Concentration

91 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.1%

+2.7 pts

Top 5

32.2%

+5.9 pts

Top 10

48.7%

+11.3 pts

HHI

352

Diversified+146

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	53.9%	$46,590,284	33
Financial Services	9.8%	$8,504,822	14
Consumer Cyclical	8.6%	$7,416,229	7
Communication Services	8.1%	$6,976,995	8
Healthcare	7.5%	$6,490,308	11
Industrials	5.2%	$4,516,144	8
Consumer Defensive	4.4%	$3,802,331	6
Energy	1.6%	$1,363,638	2
Basic Materials	0.5%	$456,148	1
Utilities	0.3%	$276,651	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HBT	HBT Financial, Inc.	+16,895	50,630	$1,619,653
NVDA	Nvidia Corp	+5,674	48,008	$9,605,920
T	At&T Inc.	+3,105	9,721	$201,224
AAPL	Apple Inc.	+3,097	23,664	$6,847,415
KLAC	Kla Corp	+3,089	3,432	$1,035,468
AMZN	Amazon Com Inc	+2,108	15,658	$3,731,927
MSFT	Microsoft Corp	+1,511	11,220	$4,185,284
XOM	ExxonMobil Holdings Corp	+1,342	6,401	$875,144
NFLX	Netflix Inc	+1,315	8,656	$618,038
AVGO	Broadcom Inc.	+1,201	8,681	$3,279,247
CINF	Cincinnati Financial Corp	+1,076	1,508	$279,191
WFC	Wells Fargo & Company/Mn	+907	4,088	$337,832
WMT	Walmart Inc.	+902	10,469	$1,185,718
BRK-B	Berkshire Hathaway Inc	+788	2,629	$1,315,525
JNJ	Johnson & Johnson	+627	3,012	$764,957
BAC	Bank Of America Corp /De/	+611	8,480	$483,190
TSLA	Tesla, Inc.	+579	5,111	$2,149,686
WBD	Warner Bros. Discovery, Inc.	+526	7,652	$204,002
V	Visa Inc.	+515	2,413	$827,876
PLTR	Palantir Technologies Inc.	+499	13,521	$1,577,495
DIS	Walt Disney Co	+482	2,172	$209,055
META	Meta Platforms, Inc.	+481	3,611	$2,034,040
TJX	Tjx Companies Inc /De/	+461	1,722	$260,883
ORCL	Oracle Corp	+452	1,947	$285,332
GILD	Gilead Sciences, Inc.	+379	2,552	$322,419
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−5,162	9,193	$3,285,302
VZ	Verizon Communications Inc	−1,991	5,312	$224,910
NEE	Nextera Energy Inc	−853	3,152	$276,651
RTX	RTX Corp	−614	1,889	$358,399
TXN	Texas Instruments Inc	−602	2,491	$742,492
MCHP	Microchip Technology Inc	−567	2,853	$260,193
GE	General Electric Co	−526	1,621	$605,816
CSCO	Cisco Systems, Inc.	−461	7,586	$891,051
PGR	Progressive Corp/Oh/	−319	1,221	$266,727
PEP	Pepsico Inc	−231	2,958	$400,513
AMGN	Amgen Inc	−224	993	$359,585
CVX	Chevron Corp	−221	2,947	$488,494
NXPI	NXP Semiconductors N.V.	−208	931	$261,638
AMD	Advanced Micro Devices Inc	−175	4,928	$2,862,724
BA	Boeing Co	−158	1,119	$242,229
MRK	Merck & Co., Inc.	−156	3,580	$460,030
ADI	Analog Devices Inc	−146	1,346	$534,590
TER	Teradyne, Inc	−125	667	$322,721
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−110	503	$240,217
ABBV	AbbVie Inc.	−103	2,504	$630,106
LRCX	Lam Research Corp	−91	3,416	$1,480,255
KO	Coca Cola Co	−59	6,961	$565,720
HD	Home Depot, Inc.	−56	1,256	$442,966
MPWR	Monolithic Power Systems, Inc.	−39	200	$276,472
AMAT	Applied Materials Inc /De	−23	2,260	$1,633,980
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
STRL	Sterling Infrastructure, Inc.	426	$357,567
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XLB	State Street Materials Select Sector SPDR ETF	9,948	$497,101
COP	Conocophillips	2,481	$327,492
LMT	Lockheed Martin Corp	529	$319,722
MO	Altria Group, Inc.	3,847	$253,863
HON	Honeywell International Inc	1,120	$253,153
BMY	Bristol Myers Squibb Co	4,112	$249,392
TMUS	T-Mobile US, Inc.	1,082	$227,252
SO	Southern Co	2,281	$220,162
CEG	Constellation Energy Corp	780	$217,815
CMCSA	Comcast Corp	7,187	$206,338
DUK	Duke Energy CORP	1,489	$194,969
ETN	Eaton Corp plc	500	$178,835
SCHW	Schwab Charles Corp	1,902	$178,749
ABT	Abbott Laboratories	1,693	$173,820
UBER	Uber Technologies, Inc	2,348	$168,891
MCK	Mckesson Corp	190	$164,418
IBIT	iShares Bitcoin Trust ETF	4,246	$163,131
CRM	Salesforce, Inc.	863	$161,096
INTU	Intuit Inc.	372	$160,845
TT	Trane Technologies plc	382	$159,194
SLB	Slb Limited/Nv	3,038	$156,122
AEP	American Electric Power Co Inc	1,181	$154,805
ON	On Semiconductor Corp	2,474	$153,190
EOG	Eog Resources Inc	1,050	$151,798
MDLZ	Mondelez International, Inc.	2,588	$149,172
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

91 tracked positions · $86,393,550 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials 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	Added	48,008	+5,674	$9,605,920	+30.1%	11.12%
AAPL	Apple Inc. Technology	Added	23,664	+3,097	$6,847,415	+31.2%	7.93%
MSFT	Microsoft Corp Technology	Added	11,220	+1,511	$4,185,284	+16.5%	4.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,658	+2,108	$3,731,927	+32.2%	4.32%
MU	Micron Technology Inc Technology	Added	3,009	+25	$3,473,258	+244.5%	4.02%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,193	-5,162	$3,285,302	−20.3%	3.80%
AVGO	Broadcom Inc. Technology	Added	8,681	+1,201	$3,279,247	+41.6%	3.80%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,928	-175	$2,862,724	+175.8%	3.31%
LLY	ELI LILLY & Co Healthcare	Added	2,213	+37	$2,654,338	+32.6%	3.07%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,111	+579	$2,149,686	+27.6%	2.49%
META	Meta Platforms, Inc. Communication Services	Added	3,611	+481	$2,034,040	+13.6%	2.35%
INTC	Intel Corp Technology	Added	13,279	+319	$1,854,146	+224.2%	2.15%
AMAT	Applied Materials Inc /De Technology	Reduced	2,260	-23	$1,633,980	+109.4%	1.89%
HBT	HBT Financial, Inc. Financial Services	Added	50,630	+16,895	$1,619,653	+79.7%	1.87%
PLTR	Palantir Technologies Inc. Technology	Added	13,521	+499	$1,577,495	−17.2%	1.83%
LRCX	Lam Research Corp Technology	Reduced	3,416	-91	$1,480,255	+97.6%	1.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,629	+788	$1,315,525	+49.1%	1.52%
CAT	Caterpillar Inc Industrials	Added	1,153	+100	$1,227,829	+64.6%	1.42%
WMT	Walmart Inc. Consumer Defensive	Added	10,469	+902	$1,185,718	−0.3%	1.37%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,358	+316	$1,099,174	+22.8%	1.27%
FIX	Comfort Systems USA Inc Industrials	Reduced	540	-14	$1,070,253	+40.1%	1.24%
KLAC	Kla Corp Technology	Added	3,432	+3,089	$1,035,468	+105.0%	1.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	984	+106	$920,502	+5.2%	1.07%
CSCO	Cisco Systems, Inc. Technology	Reduced	7,586	-461	$891,051	+42.7%	1.03%
XOM	ExxonMobil Holdings Corp Energy	Added	6,401	+1,342	$875,144	+2.0%	1.01%
V	Visa Inc. Financial Services	Added	2,413	+515	$827,876	+44.3%	0.96%
JNJ	Johnson & Johnson Healthcare	Added	3,012	+627	$764,957	+31.2%	0.89%
TXN	Texas Instruments Inc Technology	Reduced	2,491	-602	$742,492	+23.7%	0.86%
MRVL	Marvell Technology, Inc. Technology	Added	2,230	+205	$664,294	+231.2%	0.77%
ABBV	AbbVie Inc. Healthcare	Reduced	2,504	-103	$630,106	+11.1%	0.73%
NFLX	Netflix Inc Communication Services	Added	8,656	+1,315	$618,038	−12.4%	0.72%
GE	General Electric Co Industrials	Reduced	1,621	-526	$605,816	−0.6%	0.70%
CLS	Celestica Inc Technology	Added	1,605	+70	$585,504	+35.4%	0.68%
MS	Morgan Stanley Financial Services	Added	2,717	+323	$567,961	+44.2%	0.66%
KO	Coca Cola Co Consumer Defensive	Reduced	6,961	-59	$565,720	+6.0%	0.65%
QCOM	Qualcomm Inc/De Technology	Added	3,050	+57	$563,609	+46.2%	0.65%
ADI	Analog Devices Inc Technology	Reduced	1,346	-146	$534,590	+12.6%	0.62%
MA	Mastercard Inc Financial Services	Added	1,031	+175	$529,521	+23.8%	0.61%
CVX	Chevron Corp Energy	Reduced	2,947	-221	$488,494	−25.5%	0.57%
BAC	Bank Of America Corp /De/ Financial Services	Added	8,480	+611	$483,190	+26.0%	0.56%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,580	-156	$460,030	+2.4%	0.53%
LIN	Linde PLC Basic Materials	Added	879	+103	$456,148	+18.6%	0.53%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,256	-56	$442,966	+2.7%	0.51%
PANW	Palo Alto Networks Inc Technology	Added	1,275	+225	$434,800	+158.3%	0.50%
UNH	Unitedhealth Group Inc Healthcare	Added	1,034	+66	$429,761	+64.1%	0.50%
SNDK	Sandisk Corp Technology	Added	188	+68	$427,461	+460.7%	0.49%
GEV	GE Vernova Inc. Industrials	Added	362	+17	$425,299	+41.2%	0.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,790	+198	$409,125	+9.3%	0.47%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,958	-231	$400,513	−19.1%	0.46%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,799	+168	$396,661	+2.9%	0.46%

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.