Persium Advisors, LLC

CIK

2033683

Location

ATLANTA, GA

Portfolio Value

Micro $1,126,669

Diversification

Diversified

Filing Date

Global Rank

#6,714 / 8,232 ▲ 297

Top Industry

Home Improvement Retail 6.6%

3Y Alpha vs SPY

+0.2%

Period ended 2 months ago

Filed May 1, 2026 · 44d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+23.7%

SPY

+23.4%

Annualised alpha

+0.2%

Max drawdown

−15.6%

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

17.8%

−2.1 pts

Top 10

31.3%

−1.6 pts

HHI

236

Diversified−12

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.5%	$10,076,050	11
Consumer Cyclical	14.3%	$5,863,704	6
Communication Services	11.5%	$4,729,877	5
Healthcare	10.7%	$4,402,109	6
Financial Services	9.8%	$4,018,571	5
Energy	8.9%	$3,660,113	4
Industrials	8.8%	$3,632,932	5
Consumer Defensive	6.5%	$2,663,060	4
Basic Materials	2.7%	$1,126,669	1
Utilities	2.3%	$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	$887,393
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

1 positions · $1,126,669 total · Basic Materials only · 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	History
BHP	BHP Group Ltd Basic Materials	Added	15,489	+196	$1,126,669	+22.0%	100.00%