Persium Advisors, LLC

CIK

2033683

Location

ATLANTA, GA

Portfolio Value

Micro $40,493,331

Diversification

Diversified

Filing Date

Global Rank

#7,082 / 8,605 ▲ 168 · as of Mar 2026

Top Industry

Home Improvement Retail 6.7%

3Y Alpha vs SPY

+0.8%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+27.6%

SPY

+24.4%

Annualised alpha

+2.2%

Max drawdown

−15.5%

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

48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.0%

−0.6 pts

Top 5

18.1%

−2.2 pts

Top 10

31.8%

−1.7 pts

HHI

240

Diversified−12

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.9%	$10,076,050	11
Consumer Cyclical	12.8%	$5,180,621	6
Communication Services	11.7%	$4,729,877	5
Healthcare	10.9%	$4,402,109	6
Financial Services	9.9%	$4,018,571	5
Industrials	9.1%	$3,676,209	5
Energy	9.0%	$3,660,113	4
Consumer Defensive	6.6%	$2,663,060	4
Basic Materials	2.8%	$1,126,669	1
Utilities	2.4%	$960,052	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HMC	Honda Motor Co Ltd	+4,068	30,546	$742,573
PFE	Pfizer Inc	+2,194	33,877	$951,266
T	At&T Inc.	+2,099	42,046	$1,218,913
UNH	Unitedhealth Group Inc	+1,975	3,171	$858,040
MET	Metlife Inc	+1,166	11,674	$825,585
PANW	Palo Alto Networks Inc	+1,083	4,669	$748,534
ABT	Abbott Laboratories	+1,073	7,872	$808,218
CRM	Salesforce, Inc.	+1,015	3,694	$689,558
MSFT	Microsoft Corp	+725	3,212	$1,188,986
CSCO	Cisco Systems, Inc.	+646	12,854	$997,341
MDT	Medtronic plc	+538	9,366	$811,563
CVS	CVS HEALTH Corp	+493	9,514	$683,295
SYY	Sysco Corp	+478	9,143	$652,170
IBM	International Business Machines Corp	+417	3,763	$912,113
AMZN	Amazon Com Inc	+416	4,667	$971,996
MRSH	Marsh & Mclennan Companies, Inc.	+350	4,047	$701,952
DUK	Duke Energy CORP	+343	7,332	$960,052
V	Visa Inc.	+334	2,315	$699,685
DELL	Dell Technologies Inc.	+283	7,746	$1,271,350
AVGO	Broadcom Inc.	+229	2,588	$801,011
BHP	BHP Group Ltd	+196	15,489	$1,126,669
BUD	Anheuser-Busch InBev SA/NV	+152	10,890	$755,439
UNP	Union Pacific Corp	+143	3,126	$758,430
MCD	Mcdonalds Corp	+131	2,334	$725,383
META	Meta Platforms, Inc.	+117	1,305	$746,629
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	−2,760	3,806	$813,189
AMAT	Applied Materials Inc /De	−1,475	2,458	$840,119
WMT	Walmart Inc.	−644	8,162	$1,014,373
XOM	Exxon Mobil Corp	−376	7,228	$1,226,302
RTX	RTX Corp	−317	4,702	$907,015
AAPL	Apple Inc.	−153	6,174	$1,566,899
HD	Home Depot, Inc.	−130	6,212	$2,043,064
VZ	Verizon Communications Inc	−31	20,540	$1,031,108
NVDA	Nvidia Corp	−30	1,416	$246,950
LLY	ELI LILLY & Co	−25	315	$289,727
PSX	Phillips 66	−15	2,902	$528,686
LOW	Lowes Companies Inc	−14	2,832	$669,144
HON	Honeywell International Inc	−10	3,926	$930,670
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
TTE	TotalEnergies SE	12,673	$1,152,989
NFLX	Netflix Inc	9,395	$903,329
TEX	Terex Corp	4,605	$272,155
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	2,600	$1,597,206
KMX	Carmax Inc	6,220	$240,340
TSLA	Tesla, Inc.	517	$232,505
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $40,493,331 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,212	-130	$2,043,064	−6.4%	5.05%
AAPL	Apple Inc. Technology	Reduced	6,174	-153	$1,566,899	−8.9%	3.87%
DELL	Dell Technologies Inc. Technology	Added	7,746	+283	$1,271,350	+35.3%	3.14%
XOM	Exxon Mobil Corp Energy	Reduced	7,228	-376	$1,226,302	+34.0%	3.03%
T	At&T Inc. Communication Services	Added	42,046	+2,099	$1,218,913	+22.8%	3.01%
MSFT	Microsoft Corp Technology	Added	3,212	+725	$1,188,986	−1.1%	2.94%
TTE	TotalEnergies SE Energy	NEW	12,673	NEW	$1,152,989	NEW	2.85%
BHP	BHP Group Ltd Basic Materials	Added	15,489	+196	$1,126,669	+22.0%	2.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,537	+45	$1,040,443	−7.5%	2.57%
VZ	Verizon Communications Inc Communication Services	Reduced	20,540	-31	$1,031,108	+23.1%	2.55%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,162	-644	$1,014,373	+3.4%	2.51%
CSCO	Cisco Systems, Inc. Technology	Added	12,854	+646	$997,341	+6.1%	2.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,667	+416	$971,996	−0.9%	2.40%
DUK	Duke Energy CORP Utilities	Added	7,332	+343	$960,052	+17.2%	2.37%
PFE	Pfizer Inc Healthcare	Added	33,877	+2,194	$951,266	+20.6%	2.35%
HON	Honeywell International Inc Industrials	Reduced	3,926	-10	$930,670	+15.6%	2.30%
IBM	International Business Machines Corp Technology	Added	3,763	+417	$912,113	−8.0%	2.25%
RTX	RTX Corp Industrials	Reduced	4,702	-317	$907,015	−1.5%	2.24%
NFLX	Netflix Inc Communication Services	NEW	9,395	NEW	$903,329	NEW	2.23%
UNH	Unitedhealth Group Inc Healthcare	Added	3,171	+1,975	$858,040	+117.3%	2.12%
AMAT	Applied Materials Inc /De Technology	Reduced	2,458	-1,475	$840,119	−16.9%	2.07%
GOOGL	Alphabet Inc. Communication Services	Added	2,886	+80	$829,898	−5.5%	2.05%
MET	Metlife Inc Financial Services	Added	11,674	+1,166	$825,585	−0.5%	2.04%
LRCX	Lam Research Corp Technology	Reduced	3,806	-2,760	$813,189	−27.7%	2.01%
MDT	Medtronic plc Healthcare	Added	9,366	+538	$811,563	−4.3%	2.00%
ABT	Abbott Laboratories Healthcare	Added	7,872	+1,073	$808,218	−5.1%	2.00%
GD	General Dynamics Corp Industrials	Added	2,354	+85	$807,939	+5.8%	2.00%
AVGO	Broadcom Inc. Technology	Added	2,588	+229	$801,011	−1.9%	1.98%
UNP	Union Pacific Corp Industrials	Added	3,126	+143	$758,430	+9.9%	1.87%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Added	10,890	+152	$755,439	+9.9%	1.87%
COP	Conocophillips Energy	Held	5,698	0	$752,136	+41.0%	1.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,567	+75	$750,906	+0.1%	1.85%
PANW	Palo Alto Networks Inc Technology	Added	4,669	+1,083	$748,534	+13.3%	1.85%
META	Meta Platforms, Inc. Communication Services	Added	1,305	+117	$746,629	−4.8%	1.84%
HMC	Honda Motor Co Ltd Consumer Cyclical	Added	30,546	+4,068	$742,573	−4.9%	1.83%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,334	+131	$725,383	+7.7%	1.79%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	4,047	+350	$701,952	+2.3%	1.73%
V	Visa Inc. Financial Services	Added	2,315	+334	$699,685	+0.7%	1.73%
CRM	Salesforce, Inc. Technology	Added	3,694	+1,015	$689,558	−2.8%	1.70%
CVS	CVS HEALTH Corp Healthcare	Added	9,514	+493	$683,295	−4.6%	1.69%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,832	-14	$669,144	−2.5%	1.65%
SYY	Sysco Corp Consumer Defensive	Added	9,143	+478	$652,170	+2.1%	1.61%
PSX	Phillips 66 Energy	Reduced	2,902	-15	$528,686	+40.5%	1.31%
LLY	ELI LILLY & Co Healthcare	Reduced	315	-25	$289,727	−20.7%	0.72%
TEX	Terex Corp Industrials	NEW	4,605	NEW	$272,155	NEW	0.67%
NVDA	Nvidia Corp Technology	Reduced	1,416	-30	$246,950	−8.4%	0.61%
KO	Coca Cola Co Consumer Defensive	Held	3,170	0	$241,078	+8.8%	0.60%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	169	+35	$28,461	−0.8%	0.07%