Accelerate Investment Advisors LLC
Filing Date
Global Rank
#6,923
/ 8,232
▲ 208
Top Industry
Semiconductors
12.6%
3Y Alpha vs SPY
-6.0%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
7 quarters · since Sep 2024
Clone Performance
Nov 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+17.1%
SPY
+27.3%
Annualised alpha
-6.0%
Max drawdown
−20.0%
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
54 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.1%
−0.6 pts
Top 5
39.9%
−0.1 pts
Top 10
56.3%
+0.8 pts
HHI
441
Diversified−8
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.1% | $10,338,785 |
| Consumer Cyclical | 15.1% | $5,171,482 |
| Energy | 14.0% | $4,806,065 |
| Financial Services | 9.7% | $3,340,678 |
| Unclassified | 8.8% | $3,023,498 |
| Communication Services | 5.4% | $1,866,659 |
| Healthcare | 5.3% | $1,813,252 |
| Industrials | 4.5% | $1,542,682 |
| Consumer Defensive | 4.4% | $1,497,091 |
| Basic Materials | 1.9% | $649,941 |
| Utilities | 0.8% | $258,299 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $380,679 | |
| MRK | Merck & Co., Inc. | +28 | 2,137 | $257,059 | |
| MCD | Mcdonalds Corp | +27 | 724 | $225,011 | |
| RTX | RTX Corp | +27 | 1,586 | $305,939 | |
| GE | General Electric Co | +27 | 1,070 | $303,633 | |
| 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
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| XOM | Exxon Mobil Corp | −206 | 8,593 | $1,457,888 | |
| PM | Philip Morris International Inc. | −175 | 1,506 | $249,002 | |
| IAU | Ishares Gold Trust | −168 | 2,961 | $261,041 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −165 | 564 | $261,239 | |
| JNJ | Johnson & Johnson | −165 | 1,253 | $306,283 | |
| 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
9 positions ·
$10,338,785 total
· Technology 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,605 | $3,452,812 | 33.40% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 15,248 | $2,659,251 | 25.72% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,915 | $1,819,385 | 17.60% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,284 | $1,016,430 | 9.83% | |
| INTU |
Intuit Inc.
Technology
|
Added | 761 | $329,041 | 3.18% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,941 | $305,782 | 2.96% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 826 | $262,783 | 2.54% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,922 | $261,334 | 2.53% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 957 | $231,967 | 2.24% |