Goldstone Financial Group, LLC
CIK
2040021
Location
OAKBROOK TERRACE, IL
Portfolio Value
Micro
$2,105,782
Diversification
Diversified
Filing Date
Global Rank
#4,576
/ 8,578
▲ 36
Top Industry
Semiconductors
13.9%
3Y Alpha vs SPY
+0.1%
Period ended 3 months ago
Filed Apr 24, 2026 · 52d
13 quarters · since Mar 2023
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+78.0%
SPY
+77.5%
Annualised alpha
+0.1%
Max drawdown
−19.6%
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
107 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.7%
+0.6 pts
Top 5
44.4%
+1.5 pts
Top 10
57.1%
+1.7 pts
HHI
752
Diversified+48
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 27.9% | $47,216,113 |
| Technology | 26.4% | $44,569,591 |
| Financial Services | 13.3% | $22,417,014 |
| Consumer Cyclical | 6.9% | $11,582,614 |
| Communication Services | 6.8% | $11,505,855 |
| Industrials | 6.5% | $11,015,316 |
| Healthcare | 4.4% | $7,355,354 |
| Consumer Defensive | 4.1% | $6,941,646 |
| Energy | 1.3% | $2,251,920 |
| Real Estate | 1.2% | $2,105,782 |
| Utilities | 1.2% | $2,036,998 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DBGI | Digital Brands Group, Inc. | +70,581 | 115,370 | $207,666 | |
| AVGO | Broadcom Inc. | +12,939 | 18,828 | $5,827,454 | |
| AAPL | Apple Inc. | +12,331 | 60,670 | $15,397,439 | |
| QQQ | Invesco Qqq Trust, Series 1 | +3,934 | 69,328 | $40,014,735 | |
| SLV | iShares Silver Trust | +1,301 | 9,450 | $643,923 | |
| ABT | Abbott Laboratories | +1,251 | 11,131 | $1,142,819 | |
| TTD | Trade Desk, Inc. | +1,078 | 10,670 | $242,102 | |
| CORT | Corcept Therapeutics Inc | +1,034 | 12,128 | $488,879 | |
| SRAD | Sportradar Group AG | +777 | 19,324 | $323,483 | |
| ABBV | AbbVie Inc. | +748 | 9,798 | $2,130,967 | |
| WMT | Walmart Inc. | +692 | 7,826 | $972,615 | |
| NFLX | Netflix Inc | +573 | 16,022 | $1,540,515 | |
| ORCL | Oracle Corp | +422 | 6,335 | $931,941 | |
| T | At&T Inc. | +251 | 51,018 | $1,479,011 | |
| PLTR | Palantir Technologies Inc. | +232 | 1,474 | $215,616 | |
| CEG | Constellation Energy Corp | +198 | 3,338 | $932,136 | |
| MPT | Medical Properties Trust Inc | +188 | 11,459 | $53,055 | |
| GLD | Spdr Gold Trust | +174 | 1,373 | $590,788 | |
| TSLA | Tesla, Inc. | +110 | 8,393 | $3,120,097 | |
| LLY | ELI LILLY & Co | +90 | 460 | $423,094 | |
| EXC | Exelon Corp | +80 | 8,825 | $432,601 | |
| COST | Costco Wholesale Corp /New | +72 | 1,465 | $1,459,769 | |
| AMGN | Amgen Inc | +63 | 952 | $334,961 | |
| ADP | Automatic Data Processing Inc | +58 | 3,148 | $639,610 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +51 | 1,675 | $566,066 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NWG | NatWest Group plc | −11,287 | 46,771 | $696,887 | |
| BAC | Bank Of America Corp /De/ | −4,790 | 38,133 | $1,858,983 | |
| VZ | Verizon Communications Inc | −3,615 | 13,834 | $694,466 | |
| CVX | Chevron Corp | −3,485 | 1,826 | $377,799 | |
| XOM | Exxon Mobil Corp | −3,086 | 4,785 | $811,823 | |
| UBSI | United Bankshares Inc/Wv | −2,706 | 10,248 | $424,472 | |
| MO | Altria Group, Inc. | −2,443 | 9,052 | $597,341 | |
| MET | Metlife Inc | −2,194 | 9,044 | $639,591 | |
| PDO | PIMCO Dynamic Income Opportunities Fund | −2,125 | 64,610 | $835,407 | |
| MS | Morgan Stanley | −2,062 | 6,406 | $1,054,235 | |
| CSCO | Cisco Systems, Inc. | −2,044 | 12,346 | $957,926 | |
| O | Realty Income Corp | −1,891 | 17,580 | $1,075,544 | |
| C | Citigroup Inc | −1,884 | 7,877 | $893,330 | |
| PG | PROCTER & GAMBLE Co | −1,686 | 8,730 | $1,260,961 | |
| CL | Colgate Palmolive Co | −1,545 | 7,732 | $658,998 | |
| SO | Southern Co | −1,472 | 6,965 | $672,261 | |
| PII | Polaris Inc. | −1,468 | 7,117 | $387,876 | |
| DIS | Walt Disney Co | −1,375 | 7,266 | $700,297 | |
| MU | Micron Technology Inc | −1,283 | 5,288 | $1,786,497 | |
| PRU | Prudential Financial Inc | −1,156 | 5,133 | $501,442 | |
| EMR | Emerson Electric Co | −1,144 | 4,900 | $641,998 | |
| FAF | First American Financial Corp | −1,111 | 4,582 | $276,248 | |
| MDT | Medtronic plc | −1,093 | 5,035 | $436,282 | |
| NVS | Novartis AG | −1,041 | 5,838 | $891,754 | |
| PDI | PIMCO Dynamic Income Fund | −1,007 | 48,152 | $823,880 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
3 positions ·
$2,105,782 total
· Real Estate only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MPT |
Medical Properties Trust Inc
Real Estate
|
Added | 11,459 | $53,055 | 2.52% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Reduced | 12,018 | $977,183 | 46.40% | |
| O |
Realty Income Corp
Real Estate
|
Reduced | 17,580 | $1,075,544 | 51.08% |