William Howard & Co Financial Advisors Inc
Filing Date
Global Rank
#8,166
/ 8,578
▼ 6
Top Industry
Medical Devices
23.6%
3Y Alpha vs SPY
+1.6%
Period ended 3 months ago
Filed Apr 30, 2026 · 46d
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
+50.3%
SPY
+46.2%
Annualised alpha
+1.6%
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.
1 positions ·
$1,803,959 total
· Healthcare only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SYK |
Stryker Corp
Healthcare
|
Held | 5,490 | $1,803,959 | 100.00% |