Wall Street Financial Group, Inc.
Filing Date
Global Rank
#6,022
/ 8,605
▲ 763
· as of Mar 2026
Top Industry
Semiconductors
18.2%
3Y Alpha vs SPY
+14.5%
Period ended 3 months ago
Filed May 6, 2026 · 2mo
8 quarters · since Jun 2024
Clone Performance
Aug 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+74.1%
SPY
+40.4%
Annualised alpha
+14.4%
Max drawdown
−25.5%
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
595 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.6%
−6.5 pts
Top 5
25.0%
−19.8 pts
Top 10
36.2%
−24.0 pts
HHI
202
Diversified−359
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.4% | $33,683,294 |
| Financial Services | 10.2% | $8,695,914 |
| Industrials | 9.0% | $7,684,562 |
| Healthcare | 8.8% | $7,510,212 |
| Consumer Cyclical | 8.8% | $7,475,916 |
| Communication Services | 7.5% | $6,427,637 |
| Consumer Defensive | 6.0% | $5,127,964 |
| Energy | 3.9% | $3,345,958 |
| Utilities | 3.4% | $2,905,508 |
| Basic Materials | 1.3% | $1,134,636 |
| Real Estate | 1.0% | $877,905 |
| Unclassified | 0.6% | $513,792 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | +2,411 | 9,567 | $1,188,986 | |
| KO | Coca Cola Co | +1,916 | 7,020 | $533,871 | |
| MRK | Merck & Co., Inc. | +1,313 | 3,736 | $449,403 | |
| BAC | Bank Of America Corp /De/ | +1,204 | 7,869 | $383,613 | |
| RTX | RTX Corp | +1,134 | 2,503 | $482,828 | |
| GE | General Electric Co | +1,076 | 2,147 | $609,254 | |
| NEE | Nextera Energy Inc | +857 | 4,005 | $371,984 | |
| ADI | Analog Devices Inc | +791 | 1,492 | $474,664 | |
| CVX | Chevron Corp | +719 | 3,168 | $655,459 | |
| PG | PROCTER & GAMBLE Co | +520 | 2,592 | $374,388 | |
| HD | Home Depot, Inc. | +446 | 1,312 | $431,503 | |
| PEP | Pepsico Inc | +352 | 3,189 | $495,219 | |
| JPM | Jpmorgan Chase & Co | +347 | 3,042 | $894,834 | |
| PM | Philip Morris International Inc. | +253 | 1,612 | $266,528 | |
| XOM | Exxon Mobil Corp | +252 | 5,059 | $858,309 | |
| UNH | Unitedhealth Group Inc | +183 | 968 | $261,931 | |
| CSCO | Cisco Systems, Inc. | +178 | 8,047 | $624,366 | |
| JNJ | Johnson & Johnson | +158 | 2,385 | $582,989 | |
| BRK-B | Berkshire Hathaway Inc | +118 | 1,841 | $882,207 | |
| PFE | Pfizer Inc | +103 | 8,647 | $242,807 | |
| V | Visa Inc. | +88 | 1,898 | $573,651 | |
| IBM | International Business Machines Corp | +85 | 872 | $211,364 | |
| CAT | Caterpillar Inc | +60 | 1,053 | $746,008 | |
| TXN | Texas Instruments Inc | +55 | 3,093 | $600,475 | |
| MS | Morgan Stanley | +53 | 2,394 | $393,980 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −4,040 | 42,334 | $7,383,049 | |
| INTC | Intel Corp | −2,653 | 12,960 | $571,924 | |
| NFLX | Netflix Inc | −2,034 | 7,341 | $705,837 | |
| AVGO | Broadcom Inc. | −1,841 | 7,480 | $2,315,134 | |
| WBD | Warner Bros. Discovery, Inc. | −1,773 | 7,126 | $195,679 | |
| MSFT | Microsoft Corp | −1,413 | 9,709 | $3,593,980 | |
| CMCSA | Comcast Corp | −1,146 | 7,187 | $206,338 | |
| MRVL | Marvell Technology, Inc. | −998 | 2,025 | $200,576 | |
| PLTR | Palantir Technologies Inc. | −998 | 13,022 | $1,904,858 | |
| QCOM | Qualcomm Inc/De | −861 | 2,993 | $385,438 | |
| AAPL | Apple Inc. | −859 | 20,567 | $5,219,698 | |
| TSLA | Tesla, Inc. | −618 | 4,532 | $1,684,771 | |
| MU | Micron Technology Inc | −580 | 2,984 | $1,008,114 | |
| TMUS | T-Mobile US, Inc. | −465 | 1,082 | $227,252 | |
| GILD | Gilead Sciences, Inc. | −447 | 2,173 | $302,851 | |
| LRCX | Lam Research Corp | −433 | 3,507 | $749,305 | |
| MCHP | Microchip Technology Inc | −324 | 3,420 | $220,966 | |
| PANW | Palo Alto Networks Inc | −187 | 1,050 | $168,336 | |
| PGR | Progressive Corp/Oh/ | −178 | 1,540 | $305,289 | |
| ORCL | Oracle Corp | −178 | 1,495 | $219,929 | |
| ISRG | Intuitive Surgical Inc | −161 | 535 | $246,629 | |
| INTU | Intuit Inc. | −150 | 372 | $160,845 | |
| HON | Honeywell International Inc | −149 | 1,120 | $253,153 | |
| META | Meta Platforms, Inc. | −145 | 3,130 | $1,790,766 | |
| COST | Costco Wholesale Corp /New | −127 | 878 | $874,865 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMZN | Amazon Com Inc | 13,550 | $2,822,058 | |
| GOOGL | Alphabet Inc. | 7,729 | $2,222,551 | |
| AMD | Advanced Micro Devices Inc | 5,103 | $1,038,103 | |
| HBT | HBT Financial, Inc. | 33,735 | $901,399 | |
| ABBV | AbbVie Inc. | 2,607 | $566,996 | |
| AMGN | Amgen Inc | 1,217 | $428,201 | |
| VZ | Verizon Communications Inc | 7,303 | $366,610 | |
| COP | Conocophillips | 2,481 | $327,492 | |
| LMT | Lockheed Martin Corp | 529 | $319,722 | |
| GEV | GE Vernova Inc. | 345 | $301,150 | |
| BA | Boeing Co | 1,277 | $254,161 | |
| MO | Altria Group, Inc. | 3,847 | $253,863 | |
| BMY | Bristol Myers Squibb Co | 4,112 | $249,392 | |
| TER | Teradyne, Inc | 792 | $234,796 | |
| SO | Southern Co | 2,281 | $220,162 | |
| MCD | Mcdonalds Corp | 667 | $207,296 | |
| TJX | Tjx Companies Inc /De/ | 1,261 | $201,381 | |
| C | Citigroup Inc | 1,768 | $200,508 | |
| DUK | Duke Energy CORP | 1,489 | $194,969 | |
| T | At&T Inc. | 6,616 | $191,797 | |
| ETN | Eaton Corp plc | 500 | $178,835 | |
| SCHW | Schwab Charles Corp | 1,902 | $178,749 | |
| TMO | Thermo Fisher Scientific Inc. | 360 | $176,950 | |
| ABT | Abbott Laboratories | 1,693 | $173,820 | |
| UBER | Uber Technologies, Inc | 2,348 | $168,891 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
595 positions ·
$85,383,298 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 595 positions by value
· page 1 of 12
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 42,334 | $7,383,049 | 8.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,567 | $5,219,698 | 6.11% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 9,709 | $3,593,980 | 4.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 13,550 | $2,822,058 | 3.31% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 7,480 | $2,315,134 | 2.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 7,729 | $2,222,551 | 2.60% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 2,176 | $2,001,419 | 2.34% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 13,022 | $1,904,858 | 2.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,130 | $1,790,766 | 2.10% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,532 | $1,684,771 | 1.97% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 9,567 | $1,188,986 | 1.39% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 5,103 | $1,038,103 | 1.22% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,984 | $1,008,114 | 1.18% | |
| HBT |
HBT Financial, Inc.
Financial Services
|
NEW | 33,735 | $901,399 | 1.06% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,042 | $894,834 | 1.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,841 | $882,207 | 1.03% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 878 | $874,865 | 1.02% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 5,059 | $858,309 | 1.01% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 2,283 | $780,306 | 0.91% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Added | 554 | $763,960 | 0.89% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 3,507 | $749,305 | 0.88% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,053 | $746,008 | 0.87% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 7,341 | $705,837 | 0.83% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,168 | $655,459 | 0.77% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 8,047 | $624,366 | 0.73% | |
| GE |
General Electric Co
Industrials
|
Added | 2,147 | $609,254 | 0.71% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 3,093 | $600,475 | 0.70% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,385 | $582,989 | 0.68% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,898 | $573,651 | 0.67% | |
| INTC |
Intel Corp
Technology
|
Reduced | 12,960 | $571,924 | 0.67% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 2,607 | $566,996 | 0.66% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 7,020 | $533,871 | 0.63% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 343 | $505,036 | 0.59% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 3,189 | $495,219 | 0.58% | |
| RTX |
RTX Corp
Industrials
|
Added | 2,503 | $482,828 | 0.57% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 1,492 | $474,664 | 0.56% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 3,736 | $449,403 | 0.53% | |
| CLS |
Celestica Inc
Technology
|
Reduced | 1,535 | $432,378 | 0.51% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,312 | $431,503 | 0.51% | |
| AMGN |
Amgen Inc
Healthcare
|
NEW | 1,217 | $428,201 | 0.50% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 856 | $427,708 | 0.50% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 2,394 | $393,980 | 0.46% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 2,993 | $385,438 | 0.45% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 1,631 | $385,372 | 0.45% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 776 | $384,709 | 0.45% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 7,869 | $383,613 | 0.45% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,592 | $374,388 | 0.44% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 4,005 | $371,984 | 0.44% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 7,303 | $366,610 | 0.43% | |
| COP |
Conocophillips
Energy
|
NEW | 2,481 | $327,492 | 0.38% |