William Howard & Co Financial Advisors Inc
Filing Date
Global Rank
#7,821
/ 8,232
▲ 152
Top Industry
Medical Devices
23.6%
3Y Alpha vs SPY
+1.6%
Period ended 2 months ago
Filed Apr 30, 2026 · 44d
9 quarters · since Mar 2024
Clone Performance
May 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.8%
SPY
+43.4%
Annualised alpha
+2.1%
Max drawdown
−20.0%
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, 2025Top Position
21.0%
+1.4 pts
Top 5
81.4%
+6.1 pts
Top 10
97.6%
+6.8 pts
HHI
1,477
Diversified+171
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.1% | $4,052,868 |
| Healthcare | 21.0% | $1,803,959 |
| Financial Services | 17.2% | $1,478,862 |
| Unclassified | 11.2% | $959,273 |
| Consumer Cyclical | 3.6% | $307,823 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +331 | 1,478 | $307,823 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
11 positions ·
$8,602,785 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SYK |
Stryker Corp
Healthcare
|
Held | 5,490 | $1,803,959 | 20.97% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 13,198 | $1,667,567 | 19.38% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,407 | $1,626,032 | 18.90% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,662 | $959,273 | 11.15% | |
| CTBI |
Community Trust Bancorp Inc /Ky/
Financial Services
|
Held | 15,557 | $944,621 | 10.98% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,082 | $327,023 | 3.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,478 | $307,823 | 3.58% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,650 | $287,760 | 3.34% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 680 | $265,478 | 3.09% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Held | 475 | $207,218 | 2.41% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 850 | $206,031 | 2.39% |