Global Financial Private Client, LLC
Filing Date
Global Rank
#4,243
/ 8,232
▲ 391
Top Industry
Consumer Electronics
9.2%
3Y Alpha vs SPY
-1.2%
Period ended 2 months ago
Filed Apr 20, 2026 · 55d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+71.2%
SPY
+76.3%
Annualised alpha
-1.2%
Max drawdown
−18.2%
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
119 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.6%
−0.9 pts
Top 5
26.9%
−2.0 pts
Top 10
38.8%
−0.9 pts
HHI
261
Diversified−27
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.8% | $50,389,618 |
| Financial Services | 14.0% | $23,609,337 |
| Unclassified | 11.8% | $19,933,034 |
| Industrials | 10.6% | $17,913,228 |
| Healthcare | 7.5% | $12,635,220 |
| Energy | 6.0% | $10,189,243 |
| Consumer Cyclical | 5.8% | $9,742,635 |
| Consumer Defensive | 5.6% | $9,450,280 |
| Communication Services | 4.3% | $7,283,448 |
| Utilities | 3.3% | $5,588,091 |
| Basic Materials | 1.2% | $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 PLC | 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. | ||||
25 positions ·
$50,389,618 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 53,809 | $13,656,185 | 27.10% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,993 | $6,660,467 | 13.22% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 29,333 | $5,115,674 | 10.15% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 48,106 | $3,732,544 | 7.41% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 10,170 | $3,436,951 | 6.82% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 12,107 | $2,586,781 | 5.13% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 10,515 | $2,548,730 | 5.06% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Added | 8,504 | $1,322,541 | 2.62% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 7,925 | $1,270,535 | 2.52% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 15,173 | $1,239,936 | 2.46% | |
| ORCL |
Oracle Corp
Technology
|
Added | 7,836 | $1,152,753 | 2.29% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 8,954 | $1,099,371 | 2.18% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 7,834 | $1,008,861 | 2.00% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 5,354 | $783,182 | 1.55% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 5,143 | $699,293 | 1.39% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,513 | $590,689 | 1.17% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 2,800 | $543,591 | 1.08% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,732 | $536,070 | 1.06% | |
| SNPS |
Synopsys Inc
Technology
|
Added | 1,246 | $494,013 | 0.98% | |
| FSLR |
First Solar, Inc.
Technology
|
Added | 2,115 | $417,204 | 0.83% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 3,273 | $388,243 | 0.77% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 4,802 | $345,407 | 0.69% | |
| INTC |
Intel Corp
Technology
|
Added | 6,327 | $279,209 | 0.55% | |
| NET |
Cloudflare, Inc.
Technology
|
NEW | 1,236 | $255,036 | 0.51% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 670 | $226,352 | 0.45% |