Accelerate Investment Advisors LLC

CIK

2035216

Location

Aliso Viejo, CA

Portfolio Value

Micro $32,830,015

Diversification

Diversified

Filing Date

Global Rank

#7,314 / 8,603 ▲ 86 · as of Mar 2026

Top Industry

Semiconductors 13.2%

3Y Alpha vs SPY

-5.0%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jul 2026 · vs SPY

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

Cloned portfolio

+19.5%

SPY

+28.3%

Annualised alpha

-4.9%

Max drawdown

−20.4%

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

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

Top Position

10.5%

−0.5 pts

Top 5

41.7%

+0.4 pts

Top 10

56.8%

−0.1 pts

HHI

462

Diversified−7

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.5%	$10,338,785	9
Consumer Cyclical	15.8%	$5,171,482	6
Energy	10.2%	$3,348,177	3
Financial Services	10.1%	$3,320,149	9
Unclassified	9.2%	$3,023,498	5
Communication Services	5.7%	$1,866,659	3
Healthcare	5.5%	$1,813,252	6
Industrials	4.7%	$1,542,682	6
Consumer Defensive	4.6%	$1,497,091	4
Basic Materials	2.0%	$649,941	1
Utilities	0.8%	$258,299	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
PTY	Pimco Corporate & Income Opportunity Fund	+15,802	44,452	$536,091
AVGO	Broadcom Inc.	+366	3,284	$1,016,430
AMZN	Amazon Com Inc	+299	15,175	$3,160,497
TSLA	Tesla, Inc.	+118	2,751	$1,022,684
NEE	Nextera Energy Inc	+113	2,781	$258,299
UAL	United Airlines Holdings, Inc.	+106	2,459	$226,400
INTU	Intuit Inc.	+95	761	$329,041
SPY	Spdr S&P 500 ETF Trust	+84	1,209	$786,261
NVDA	Nvidia Corp	+73	15,248	$2,659,251
BAC	Bank Of America Corp /De/	+51	4,711	$229,661
COST	Costco Wholesale Corp /New	+36	670	$667,608
LIN	Linde PLC	+36	1,311	$649,941
SPGI	S&P Global Inc.	+34	895	$360,150
MRK	Merck & Co., Inc.	+28	2,137	$257,059
RTX	RTX Corp	+27	1,586	$305,939
GE	General Electric Co	+27	1,070	$303,633
MCD	Mcdonalds Corp	+27	724	$225,011
GOOGL	Alphabet Inc.	+26	3,023	$869,293
MA	Mastercard Inc	+21	528	$263,820
MCK	Mckesson Corp	+14	558	$482,870
URI	United Rentals, Inc.	+11	415	$302,352
PG	PROCTER & GAMBLE Co	+4	1,589	$229,515
HD	Home Depot, Inc.	+3	889	$292,383
BRK-B	Berkshire Hathaway Inc	+2	885	$424,092
QQQ	Invesco Qqq Trust, Series 1	+1	819	$472,710
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−563	2,824	$350,966
ABBV	AbbVie Inc.	−225	1,764	$383,652
CSCO	Cisco Systems, Inc.	−217	3,941	$305,782
PM	Philip Morris International Inc.	−175	1,506	$249,002
IAU	Ishares Gold Trust	−168	2,961	$261,041
JNJ	Johnson & Johnson	−165	1,253	$306,283
DIA	Spdr Dow Jones Industrial Average ETF Trust	−165	564	$261,239
AMGN	Amgen Inc	−119	965	$339,535
V	Visa Inc.	−85	801	$242,094
ORLY	O Reilly Automotive Inc	−75	2,703	$249,513
JPM	Jpmorgan Chase & Co	−64	2,575	$757,462
ADI	Analog Devices Inc	−64	826	$262,783
CVX	Chevron Corp	−62	2,445	$505,870
META	Meta Platforms, Inc.	−54	1,385	$792,400
GLD	Spdr Gold Trust	−36	2,887	$1,242,247
AAPL	Apple Inc.	−32	13,605	$3,452,812
MSFT	Microsoft Corp	−29	4,915	$1,819,385
LOW	Lowes Companies Inc	−19	937	$221,394
BLK	BlackRock, Inc.	−6	209	$200,997
IBM	International Business Machines Corp	−1	957	$231,967
WFC	Wells Fargo & Company/Mn	−1	3,841	$305,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	1,922	$261,334
PSX	Phillips 66	1,319	$240,295
VZ	Verizon Communications Inc	4,083	$204,966
ETN	Eaton Corp plc	568	$203,156
CAT	Caterpillar Inc	284	$201,202
EOLS	Evolus, Inc.	10,670	$43,853
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
KBDC	Kayne Anderson BDC, Inc.	43,599	$624,337
PLD	Prologis, Inc.	2,026	$258,639
DHR	Danaher Corp /De/	952	$217,931
UNH	Unitedhealth Group Inc	660	$217,872
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $32,830,015 total · as of Mar 31, 2026

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

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	13,605	-32	$3,452,812	−6.9%	10.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,175	+299	$3,160,497	−8.0%	9.63%
NVDA	Nvidia Corp Technology	Added	15,248	+73	$2,659,251	−6.0%	8.10%
TPL	Texas Pacific Land Corp Energy	Held	5,483	0	$2,602,012	+65.2%	7.93%
MSFT	Microsoft Corp Technology	Reduced	4,915	-29	$1,819,385	−23.9%	5.54%
GLD	Spdr Gold Trust	Reduced	2,887	-36	$1,242,247	+7.2%	3.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,751	+118	$1,022,684	−13.6%	3.12%
AVGO	Broadcom Inc. Technology	Added	3,284	+366	$1,016,430	+0.6%	3.10%
GOOGL	Alphabet Inc. Communication Services	Added	3,023	+26	$869,293	−7.3%	2.65%
META	Meta Platforms, Inc. Communication Services	Reduced	1,385	-54	$792,400	−16.6%	2.41%
SPY	Spdr S&P 500 ETF Trust	Added	1,209	+84	$786,261	+2.5%	2.39%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,575	-64	$757,462	−10.9%	2.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	670	+36	$667,608	+22.1%	2.03%
LIN	Linde PLC Basic Materials	Added	1,311	+36	$649,941	+19.6%	1.98%
PTY	Pimco Corporate & Income Opportunity Fund Financial Services	Added	44,452	+15,802	$536,091	+45.1%	1.63%
CVX	Chevron Corp Energy	Reduced	2,445	-62	$505,870	+32.4%	1.54%
MCK	Mckesson Corp Healthcare	Added	558	+14	$482,870	+8.2%	1.47%
QQQ	Invesco Qqq Trust, Series 1	Added	819	+1	$472,710	−5.9%	1.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	885	+2	$424,092	−4.4%	1.29%
ABBV	AbbVie Inc. Healthcare	Reduced	1,764	-225	$383,652	−15.6%	1.17%
SPGI	S&P Global Inc. Financial Services	Added	895	+34	$360,150	−15.4%	1.10%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,824	-563	$350,966	−7.0%	1.07%
AMGN	Amgen Inc Healthcare	Reduced	965	-119	$339,535	−4.3%	1.03%
INTU	Intuit Inc. Technology	Added	761	+95	$329,041	−25.4%	1.00%
JNJ	Johnson & Johnson Healthcare	Reduced	1,253	-165	$306,283	+4.4%	0.93%
RTX	RTX Corp Industrials	Added	1,586	+27	$305,939	+7.0%	0.93%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,941	-217	$305,782	−4.5%	0.93%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,841	-1	$305,782	−14.6%	0.93%
GE	General Electric Co Industrials	Added	1,070	+27	$303,633	−5.5%	0.92%
URI	United Rentals, Inc. Industrials	Added	415	+11	$302,352	−7.5%	0.92%
HD	Home Depot, Inc. Consumer Cyclical	Added	889	+3	$292,383	−4.1%	0.89%
MA	Mastercard Inc Financial Services	Added	528	+21	$263,820	−8.9%	0.80%
ADI	Analog Devices Inc Technology	Reduced	826	-64	$262,783	+8.9%	0.80%
GLW	Corning Inc /Ny Technology	NEW	1,922	NEW	$261,334	NEW	0.80%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	564	-165	$261,239	−25.4%	0.80%
IAU	Ishares Gold Trust	Reduced	2,961	-168	$261,041	+2.8%	0.80%
NEE	Nextera Energy Inc Utilities	Added	2,781	+113	$258,299	+20.6%	0.79%
MRK	Merck & Co., Inc. Healthcare	Added	2,137	+28	$257,059	+15.8%	0.78%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	2,703	-75	$249,513	−1.5%	0.76%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,506	-175	$249,002	−7.7%	0.76%
V	Visa Inc. Financial Services	Reduced	801	-85	$242,094	−22.1%	0.74%
PSX	Phillips 66 Energy	NEW	1,319	NEW	$240,295	NEW	0.73%
IBM	International Business Machines Corp Technology	Reduced	957	-1	$231,967	−18.3%	0.71%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,711	+51	$229,661	−10.4%	0.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,589	+4	$229,515	+1.0%	0.70%
UAL	United Airlines Holdings, Inc. Industrials	Added	2,459	+106	$226,400	−14.0%	0.69%
MCD	Mcdonalds Corp Consumer Cyclical	Added	724	+27	$225,011	+5.6%	0.69%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	937	-19	$221,394	−4.0%	0.67%
VZ	Verizon Communications Inc Communication Services	NEW	4,083	NEW	$204,966	NEW	0.62%
ETN	Eaton Corp plc Industrials	NEW	568	NEW	$203,156	NEW	0.62%