Parkshore Wealth Management, Inc.
Filing Date
Global Rank
#7,199
/ 8,605
▲ 71
· as of Mar 2026
Top Industry
Consumer Electronics
27.6%
3Y Alpha vs SPY
-2.1%
Period ended 3 months ago
Filed May 13, 2026 · 57d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+21.4%
SPY
+24.4%
Annualised alpha
-2.1%
Max drawdown
−23.3%
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
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.3%
−0.7 pts
Top 5
60.4%
−2.4 pts
Top 10
79.4%
−1.4 pts
HHI
1,097
Diversified−69
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.4% | $14,200,804 |
| Consumer Cyclical | 19.1% | $7,058,962 |
| Financial Services | 15.5% | $5,717,995 |
| Industrials | 9.5% | $3,505,134 |
| Unclassified | 4.6% | $1,714,197 |
| Energy | 4.5% | $1,662,229 |
| Consumer Defensive | 4.0% | $1,483,109 |
| Utilities | 3.5% | $1,295,405 |
| Communication Services | 0.9% | $348,063 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CDZI | Cadiz Inc | +8,212 | 263,830 | $1,295,405 | |
| NFLX | Netflix Inc | +500 | 3,620 | $348,063 | |
| NVDA | Nvidia Corp | +466 | 6,613 | $1,153,307 | |
| BAC | Bank Of America Corp /De/ | +176 | 13,754 | $670,507 | |
| PG | PROCTER & GAMBLE Co | +78 | 10,268 | $1,483,109 | |
| MSFT | Microsoft Corp | +73 | 1,717 | $635,581 | |
| XOM | Exxon Mobil Corp | +67 | 2,100 | $356,286 | |
| CVX | Chevron Corp | +26 | 2,736 | $566,078 | |
| AXP | American Express Co | +22 | 9,580 | $2,897,758 | |
| MSI | Motorola Solutions, Inc. | +14 | 4,614 | $2,002,337 | |
| MPC | Marathon Petroleum Corp | +14 | 3,030 | $739,865 | |
| AMZN | Amazon Com Inc | +9 | 18,616 | $3,877,154 | |
| LMT | Lockheed Martin Corp | +8 | 4,390 | $2,653,272 | |
| IBM | International Business Machines Corp | +7 | 917 | $222,271 | |
| SPY | Spdr S&P 500 ETF Trust | +6 | 831 | $540,432 | |
| JPM | Jpmorgan Chase & Co | +5 | 1,172 | $344,755 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | −610 | 10,166 | $448,625 | |
| AAPL | Apple Inc. | −64 | 38,373 | $9,738,683 | |
| GE | General Electric Co | −39 | 1,134 | $321,795 | |
| QQQ | Invesco Qqq Trust, Series 1 | −38 | 1,432 | $826,521 | |
| GEV | GE Vernova Inc. | −6 | 332 | $289,802 | |
| CSX | Csx Corp | −5 | 5,853 | $240,265 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
26 positions ·
$36,985,898 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 38,373 | $9,738,683 | 26.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 18,616 | $3,877,154 | 10.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 8,559 | $3,181,808 | 8.60% | |
| AXP |
American Express Co
Financial Services
|
Added | 9,580 | $2,897,758 | 7.83% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 4,390 | $2,653,272 | 7.17% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 4,614 | $2,002,337 | 5.41% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 10,268 | $1,483,109 | 4.01% | |
| CDZI |
Cadiz Inc
Utilities
|
Added | 263,830 | $1,295,405 | 3.50% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,613 | $1,153,307 | 3.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,268 | $1,086,825 | 2.94% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,432 | $826,521 | 2.23% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 3,030 | $739,865 | 2.00% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Held | 1,616 | $718,150 | 1.94% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 13,754 | $670,507 | 1.81% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,717 | $635,581 | 1.72% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,736 | $566,078 | 1.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 831 | $540,432 | 1.46% | |
| INTC |
Intel Corp
Technology
|
Reduced | 10,166 | $448,625 | 1.21% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 2,100 | $356,286 | 0.96% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,620 | $348,063 | 0.94% | |
| GLD |
Spdr Gold Trust
|
Held | 807 | $347,244 | 0.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,172 | $344,755 | 0.93% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,134 | $321,795 | 0.87% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 332 | $289,802 | 0.78% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 5,853 | $240,265 | 0.65% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 917 | $222,271 | 0.60% |