Galilei Investment Office LLP
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 59.7% | $57,378,989 |
| Financial Services | 10.1% | $9,715,268 |
| Communication Services | 9.8% | $9,452,602 |
| Technology | 6.3% | $6,026,121 |
| Consumer Defensive | 5.3% | $5,089,355 |
| Energy | 5.2% | $4,956,356 |
| Industrials | 2.9% | $2,754,609 |
| Consumer Cyclical | 0.7% | $705,608 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BTI | British American Tobacco p.l.c. | +783 | 56,644 | $3,498,333 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 76,730 | $57,299,662 | 59.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 14,900 | $5,324,813 | 5.54% | |
| SHEL |
Shell plc
Energy
|
Held | 63,920 | $4,956,356 | 5.16% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 9,690 | $4,848,779 | 5.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 7,328 | $4,127,789 | 4.30% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Added | 56,644 | $3,498,333 | 3.64% | |
| AXP |
American Express Co
Financial Services
|
Held | 9,974 | $3,373,705 | 3.51% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 6,985 | $2,605,544 | 2.71% | |
| AAPL |
Apple Inc.
Technology
|
Held | 8,449 | $2,444,802 | 2.54% | |
| FDX |
Fedex Corp
Industrials
|
Held | 7,088 | $2,219,465 | 2.31% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 19,577 | $1,591,022 | 1.66% | |
| V |
Visa Inc.
Financial Services
|
Held | 4,351 | $1,492,784 | 1.55% | |
| S |
SentinelOne, Inc.
Technology
|
Held | 57,500 | $975,775 | 1.02% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 17,189 | $705,608 | 0.73% | |
| FDXF |
FedEx Freight Holding Company, Inc.
Industrials
|
NEW | 3,544 | $535,144 | 0.56% | |
| SGOL |
abrdn Gold ETF Trust
|
NEW | 2,075 | $79,327 | 0.08% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.