William Howard & Co Financial Advisors Inc
Filing Date
Global Rank
#439
/ 475
▲ 7759
Top Industry
Electronic Components
26.1%
3Y Alpha vs SPY
+3.1%
Period ended 11 days ago
Filed Jul 9, 2026 · 2d
10 quarters · since Mar 2024
Clone Performance
May 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.2%
SPY
+45.3%
Annualised alpha
+3.3%
Max drawdown
−19.8%
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
12 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
22.9%
+1.4 pts
Top 5
81.0%
−2.3 pts
Top 10
96.6%
−2.6 pts
HHI
1,461
Diversified−77
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.6% | $5,136,947 |
| Healthcare | 17.0% | $1,728,471 |
| Financial Services | 16.9% | $1,712,064 |
| Unclassified | 12.1% | $1,223,896 |
| Consumer Cyclical | 3.5% | $355,126 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +12 | 1,490 | $355,126 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −100 | 6,307 | $1,824,993 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. | 960 | $285,974 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
12 positions ·
$10,156,504 total
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| APH |
Amphenol Corp /De/
Technology
|
Held | 13,198 | $2,327,071 | 22.91% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,307 | $1,824,993 | 17.97% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 5,490 | $1,728,471 | 17.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,662 | $1,223,896 | 12.05% | |
| CTBI |
Community Trust Bancorp Inc /Ky/
Financial Services
|
Held | 15,557 | $1,125,704 | 11.08% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,082 | $371,223 | 3.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,490 | $355,126 | 3.50% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,650 | $330,148 | 3.25% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 960 | $285,974 | 2.82% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 850 | $239,028 | 2.35% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Held | 475 | $215,137 | 2.12% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 680 | $129,733 | 1.28% |