Global Financial Private Client, LLC
Filing Date
Global Rank
#4,612
/ 8,603
▲ 276
· as of Mar 2026
Top Industry
Consumer Electronics
9.4%
3Y Alpha vs SPY
-0.8%
Period ended 3 months ago
Filed Apr 20, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+73.0%
SPY
+76.5%
Annualised alpha
-0.8%
Max drawdown
−18.3%
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
118 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.9%
−0.9 pts
Top 5
27.5%
−1.9 pts
Top 10
39.7%
−0.7 pts
HHI
269
Diversified−26
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.2% | $49,946,600 |
| Financial Services | 14.3% | $23,609,337 |
| Unclassified | 12.1% | $19,933,034 |
| Industrials | 10.8% | $17,913,228 |
| Healthcare | 7.6% | $12,635,220 |
| Consumer Cyclical | 5.9% | $9,742,635 |
| Consumer Defensive | 5.7% | $9,450,280 |
| Communication Services | 4.4% | $7,283,448 |
| Energy | 4.1% | $6,769,238 |
| Utilities | 3.4% | $5,588,091 |
| Basic Materials | 1.3% | $2,079,627 |
| Real Estate | 0.2% | $286,723 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AU | AngloGold Ashanti PLC | +5,664 | 10,155 | $988,690 | |
| CSCO | Cisco Systems, Inc. | +4,441 | 48,106 | $3,732,544 | |
| SOFI | SoFi Technologies, Inc. | +3,907 | 11,623 | $184,572 | |
| NVDA | Nvidia Corp | +3,614 | 29,333 | $5,115,674 | |
| AAPL | Apple Inc. | +2,965 | 53,809 | $13,656,185 | |
| NDAQ | Nasdaq, Inc. | +2,747 | 15,302 | $1,298,985 | |
| FTNT | Fortinet, Inc. | +2,373 | 15,173 | $1,239,936 | |
| MRK | Merck & Co., Inc. | +2,324 | 36,655 | $4,409,229 | |
| PANW | Palo Alto Networks Inc | +2,209 | 7,925 | $1,270,535 | |
| AMZN | Amazon Com Inc | +1,907 | 15,519 | $3,232,141 | |
| EOG | Eog Resources Inc | +1,865 | 7,840 | $1,133,428 | |
| IVZ | Invesco Ltd. | +1,798 | 16,735 | $406,493 | |
| DAL | Delta Air Lines, Inc. | +1,783 | 13,886 | $923,140 | |
| MSFT | Microsoft Corp | +1,737 | 17,993 | $6,660,467 | |
| CVX | Chevron Corp | +1,726 | 26,195 | $5,419,745 | |
| GILD | Gilead Sciences, Inc. | +1,671 | 10,088 | $1,405,964 | |
| T | At&T Inc. | +1,575 | 27,588 | $799,775 | |
| ANET | Arista Networks, Inc. | +1,492 | 8,954 | $1,099,371 | |
| ZION | Zions Bancorporation, National Association /Ut/ | +1,304 | 29,671 | $1,709,642 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | +1,229 | 28,575 | $2,014,822 | |
| LDOS | Leidos Holdings, Inc. | +1,207 | 8,504 | $1,322,541 | |
| RTX | RTX Corp | +1,186 | 10,412 | $2,008,474 | |
| EXC | Exelon Corp | +1,128 | 20,880 | $1,023,537 | |
| PLTR | Palantir Technologies Inc. | +1,101 | 5,354 | $783,182 | |
| RKLB | Rocket Lab Corp | +1,087 | 7,192 | $461,869 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −640 | 11,242 | $991,094 | |
| IBIT | iShares Bitcoin Trust ETF | −548 | 7,236 | $278,007 | |
| GLD | Spdr Gold Trust | −128 | 2,503 | $1,077,015 | |
| DHR | Danaher Corp /De/ | −91 | 1,098 | $208,180 | |
| UNH | Unitedhealth Group Inc | −46 | 831 | $224,860 | |
| QQQ | Invesco Qqq Trust, Series 1 | −19 | 3,292 | $1,900,076 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CMI | Cummins Inc | 1,537 | $826,935 | |
| BALL | BALL Corp | 8,684 | $513,310 | |
| DG | Dollar General Corp | 2,847 | $338,024 | |
| NET | Cloudflare, Inc. | 1,236 | $255,036 | |
| LIN | Linde PLC | 477 | $236,476 | |
| MU | Micron Technology Inc | 670 | $226,352 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 3,702 | $218,529 | |
| PSX | Phillips 66 | 1,186 | $216,065 | |
| SCI | Service Corp International | 2,579 | $212,792 | |
| MAR | Marriott International Inc /Md/ | 631 | $206,380 | |
| TMUS | T-Mobile US, Inc. | 982 | $206,249 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADP | Automatic Data Processing Inc | 4,642 | $1,194,061 | |
| JHG | Janus Henderson Group Ltd. | 11,061 | $526,171 | |
| WFC | Wells Fargo & Company/Mn | 2,355 | $219,485 | |
| AXON | Axon Enterprise, Inc. | 376 | $213,540 | |
| CHWY | Chewy, Inc. | 6,387 | $211,089 | |
| BX | Blackstone Inc. | 1,339 | $206,393 | |
| No positions match the current search. | ||||
118 positions ·
$165,237,461 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 118 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 22,488 | $14,624,845 | 8.85% | |
| AAPL |
Apple Inc.
Technology
|
Added | 53,809 | $13,656,185 | 8.26% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,993 | $6,660,467 | 4.03% | |
| CVX |
Chevron Corp
Energy
|
Added | 26,195 | $5,419,745 | 3.28% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 29,333 | $5,115,674 | 3.10% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 36,655 | $4,409,229 | 2.67% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 5,033 | $4,393,304 | 2.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 14,052 | $4,133,536 | 2.50% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 48,106 | $3,732,544 | 2.26% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 10,170 | $3,436,951 | 2.08% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 28,190 | $3,344,179 | 2.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,519 | $3,232,141 | 1.96% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,625 | $3,218,231 | 1.95% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 22,915 | $2,847,876 | 1.72% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 12,107 | $2,586,781 | 1.57% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 10,515 | $2,548,730 | 1.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 8,847 | $2,544,043 | 1.54% | |
| ETR |
Entergy Corp /De/
Utilities
|
Added | 21,641 | $2,431,581 | 1.47% | |
| STT |
State Street Corp
Financial Services
|
Added | 18,019 | $2,280,484 | 1.38% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,895 | $2,050,990 | 1.24% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 14,089 | $2,035,014 | 1.23% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
Added | 28,575 | $2,014,822 | 1.22% | |
| RTX |
RTX Corp
Industrials
|
Added | 10,412 | $2,008,474 | 1.22% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 39,867 | $1,943,516 | 1.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,292 | $1,900,076 | 1.15% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 5,952 | $1,849,821 | 1.12% | |
| ZION |
Zions Bancorporation, National Association /Ut/
Financial Services
|
Added | 29,671 | $1,709,642 | 1.03% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,650 | $1,517,619 | 0.92% | |
| KR |
Kroger Co
Consumer Defensive
|
Added | 19,970 | $1,445,029 | 0.87% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,283 | $1,408,635 | 0.85% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 10,088 | $1,405,964 | 0.85% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 2,304 | $1,392,514 | 0.84% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Added | 8,504 | $1,322,541 | 0.80% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 15,302 | $1,298,985 | 0.79% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,922 | $1,287,975 | 0.78% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 7,925 | $1,270,535 | 0.77% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 15,173 | $1,239,936 | 0.75% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 3,517 | $1,237,455 | 0.75% | |
| ORCL |
Oracle Corp
Technology
|
Added | 7,836 | $1,152,753 | 0.70% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 7,840 | $1,133,428 | 0.69% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 8,954 | $1,099,371 | 0.67% | |
| GLD |
Spdr Gold Trust
|
Reduced | 2,503 | $1,077,015 | 0.65% | |
| HCI |
HCI Group, Inc.
Financial Services
|
Held | 6,956 | $1,075,467 | 0.65% | |
| EXC |
Exelon Corp
Utilities
|
Added | 20,880 | $1,023,537 | 0.62% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 7,834 | $1,008,861 | 0.61% | |
| IAU |
Ishares Gold Trust
|
Reduced | 11,242 | $991,094 | 0.60% | |
| AU |
AngloGold Ashanti PLC
Basic Materials
|
Added | 10,155 | $988,690 | 0.60% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 8,991 | $986,401 | 0.60% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Added | 13,886 | $923,140 | 0.56% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 2,676 | $918,455 | 0.56% |