Investor's Fiduciary Advisor Network, LLC
Filing Date
Global Rank
#4,438
/ 8,232
▼ 412
Top Industry
Consumer Electronics
10.3%
3Y Alpha vs SPY
+2.1%
Period ended 2 months ago
Filed May 12, 2026 · 33d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+26.4%
SPY
+23.4%
Annualised alpha
+2.1%
Max drawdown
−17.8%
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
132 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.5%
−10.2 pts
Top 5
32.1%
−13.2 pts
Top 10
46.0%
−10.5 pts
HHI
312
Diversified−312
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.0% | $43,255,756 |
| Financial Services | 11.9% | $18,419,444 |
| Industrials | 10.9% | $16,888,004 |
| Healthcare | 10.9% | $16,798,942 |
| Unclassified | 7.7% | $11,922,668 |
| Consumer Cyclical | 7.2% | $11,092,383 |
| Real Estate | 6.0% | $9,303,867 |
| Consumer Defensive | 5.6% | $8,595,158 |
| Energy | 4.6% | $7,091,050 |
| Utilities | 3.7% | $5,773,020 |
| Communication Services | 3.4% | $5,195,553 |
| Basic Materials | 0.2% | $263,267 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BPRE | Bluerock Private Real Estate Fund | +22,618 | 42,596 | $707,519 | |
| T | At&T Inc. | +3,163 | 16,416 | $475,899 | |
| CPNG | Coupang, Inc. | +2,796 | 16,250 | $306,800 | |
| NVDA | Nvidia Corp | +1,829 | 24,030 | $4,190,832 | |
| SO | Southern Co | +1,660 | 17,370 | $1,676,552 | |
| BAR | GraniteShares Gold Trust | +1,280 | 14,689 | $677,603 | |
| BRK-B | Berkshire Hathaway Inc | +1,062 | 10,735 | $5,144,212 | |
| TSLA | Tesla, Inc. | +982 | 2,178 | $809,671 | |
| USB | US Bancorp De | +854 | 5,028 | $261,506 | |
| ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | +847 | 12,205 | $166,842 | |
| LMT | Lockheed Martin Corp | +799 | 1,653 | $999,056 | |
| NKE | NIKE, Inc. | +627 | 5,763 | $304,401 | |
| WMT | Walmart Inc. | +566 | 9,513 | $1,182,275 | |
| ADBE | Adobe Inc. | +562 | 1,434 | $348,576 | |
| CSCO | Cisco Systems, Inc. | +495 | 18,537 | $1,438,285 | |
| BAC | Bank Of America Corp /De/ | +465 | 12,717 | $619,953 | |
| CEG | Constellation Energy Corp | +301 | 1,014 | $283,159 | |
| PEP | Pepsico Inc | +283 | 5,338 | $828,938 | |
| ALL | Allstate Corp | +262 | 2,818 | $584,284 | |
| NFLX | Netflix Inc | +257 | 6,002 | $577,092 | |
| BMY | Bristol Myers Squibb Co | +253 | 8,801 | $533,780 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +245 | 1,636 | $552,886 | |
| TMUS | T-Mobile US, Inc. | +180 | 1,191 | $250,145 | |
| SYK | Stryker Corp | +169 | 1,520 | $499,456 | |
| HD | Home Depot, Inc. | +164 | 3,655 | $1,202,092 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −49,409 | 16,758 | $9,672,382 | |
| O | Realty Income Corp | −7,468 | 77,514 | $4,742,306 | |
| TSLX | Sixth Street Specialty Lending, Inc. | −6,410 | 10,898 | $200,305 | |
| NNN | Nnn REIT, Inc. | −6,319 | 58,404 | $2,454,720 | |
| AAPL | Apple Inc. | −4,624 | 57,728 | $14,650,789 | |
| PFE | Pfizer Inc | −3,910 | 42,995 | $1,207,299 | |
| CWEN | Clearway Energy, Inc. | −3,612 | 16,365 | $642,980 | |
| SPY | Spdr S&P 500 ETF Trust | −3,535 | 1,350 | $877,959 | |
| VZ | Verizon Communications Inc | −2,792 | 25,230 | $1,266,546 | |
| CVX | Chevron Corp | −2,469 | 13,292 | $2,750,114 | |
| IRM | Iron Mountain Inc | −2,096 | 20,627 | $2,106,841 | |
| BIPC | Brookfield Infrastructure Corp | −2,093 | 25,575 | $1,010,724 | |
| XOM | Exxon Mobil Corp | −1,733 | 12,761 | $2,165,031 | |
| AMZN | Amazon Com Inc | −1,579 | 28,144 | $5,861,550 | |
| SCHW | Schwab Charles Corp | −1,434 | 10,777 | $1,012,822 | |
| MSFT | Microsoft Corp | −1,231 | 34,394 | $12,731,626 | |
| AMD | Advanced Micro Devices Inc | −839 | 6,024 | $1,225,462 | |
| AVGO | Broadcom Inc. | −822 | 9,912 | $3,067,863 | |
| V | Visa Inc. | −655 | 9,903 | $2,993,082 | |
| UPS | United Parcel Service Inc | −638 | 8,777 | $863,481 | |
| IBM | International Business Machines Corp | −585 | 1,727 | $418,607 | |
| LRCX | Lam Research Corp | −572 | 2,103 | $449,326 | |
| ORCL | Oracle Corp | −535 | 1,674 | $246,262 | |
| KO | Coca Cola Co | −455 | 10,328 | $785,444 | |
| HON | Honeywell International Inc | −425 | 2,292 | $518,060 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CHD | Church & Dwight Co Inc /De/ | 10,509 | $980,699 | |
| XEL | Xcel Energy Inc | 4,645 | $368,998 | |
| MCK | Mckesson Corp | 423 | $366,047 | |
| AEP | American Electric Power Co Inc | 2,772 | $363,353 | |
| COR | Cencora, Inc. | 1,121 | $352,150 | |
| RSG | Republic Services, Inc. | 1,484 | $325,025 | |
| ORLY | O Reilly Automotive Inc | 3,439 | $317,454 | |
| ETN | Eaton Corp plc | 843 | $301,515 | |
| HWM | Howmet Aerospace Inc. | 1,235 | $284,618 | |
| ADP | Automatic Data Processing Inc | 1,399 | $284,248 | |
| MELI | Mercadolibre Inc | 163 | $281,830 | |
| MSI | Motorola Solutions, Inc. | 635 | $275,570 | |
| AZO | Autozone Inc | 79 | $266,844 | |
| CTAS | Cintas Corp | 1,468 | $248,297 | |
| ANET | Arista Networks, Inc. | 1,978 | $242,858 | |
| GEV | GE Vernova Inc. | 263 | $229,572 | |
| NEE | Nextera Energy Inc | 2,454 | $227,927 | |
| GS | Goldman Sachs Group Inc | 265 | $224,187 | |
| ETR | Entergy Corp /De/ | 1,979 | $222,360 | |
| USCI | United States Commodity Index Funds Trust | 2,285 | $217,806 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 1,239 | $214,904 | |
| AJG | Arthur J. Gallagher & Co. | 976 | $211,382 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | 7,007 | $210,139 | |
| Q | Qnity Electronics, Inc. | 1,767 | $203,876 | |
| PANW | Palo Alto Networks Inc | 1,269 | $203,446 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 24,945 | $11,987,818 | |
| BOW | Bowhead Specialty Holdings Inc. | 95,569 | $2,727,539 | |
| KNSL | Kinsale Capital Group, Inc. | 2,308 | $902,704 | |
| SHEL | Shell plc | 10,549 | $775,140 | |
| BEPC | Brookfield Renewable Corp | 14,455 | $554,204 | |
| GLDM | World Gold Trust | 5,952 | $508,122 | |
| FANG | Diamondback Energy, Inc. | 3,236 | $486,467 | |
| MKL | Markel Group Inc. | 208 | $447,127 | |
| COF | Capital One Financial Corp | 1,710 | $414,435 | |
| LINE | Lineage, Inc. | 11,553 | $404,355 | |
| FGDL | Franklin Templeton Holdings Trust | 5,795 | $333,792 | |
| MA | Mastercard Inc | 449 | $256,325 | |
| DIS | Walt Disney Co | 2,239 | $254,731 | |
| ARE | Alexandria Real Estate Equities, Inc. | 4,771 | $233,492 | |
| VIK | Viking Holdings Ltd | 3,249 | $232,011 | |
| URI | United Rentals, Inc. | 256 | $207,185 | |
| PCT | PureCycle Technologies, Inc. | 17,100 | $146,889 | |
| DNN | Denison Mines Corp. | 10,869 | $28,911 | |
| No positions match the current search. | ||||
132 positions ·
$154,599,112 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 132 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 57,728 | $14,650,789 | 9.48% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 34,394 | $12,731,626 | 8.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 16,758 | $9,672,382 | 6.26% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 9,545 | $6,762,250 | 4.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 28,144 | $5,861,550 | 3.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 10,735 | $5,144,212 | 3.33% | |
| O |
Realty Income Corp
Real Estate
|
Reduced | 77,514 | $4,742,306 | 3.07% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 24,030 | $4,190,832 | 2.71% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 33,042 | $3,974,622 | 2.57% | |
| ENSG |
Ensign Group, Inc
Healthcare
|
Reduced | 16,506 | $3,325,959 | 2.15% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 9,912 | $3,067,863 | 1.98% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 9,903 | $2,993,082 | 1.94% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 13,292 | $2,750,114 | 1.78% | |
| NNN |
Nnn REIT, Inc.
Real Estate
|
Reduced | 58,404 | $2,454,720 | 1.59% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,354 | $2,345,596 | 1.52% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 12,761 | $2,165,031 | 1.40% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Reduced | 20,627 | $2,106,841 | 1.36% | |
| DE |
Deere & Co
Industrials
|
Added | 3,220 | $1,813,826 | 1.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,177 | $1,776,258 | 1.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 7,179 | $1,754,834 | 1.14% | |
| SO |
Southern Co
Utilities
|
Added | 17,370 | $1,676,552 | 1.08% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,777 | $1,634,431 | 1.06% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 18,537 | $1,438,285 | 0.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,411 | $1,297,539 | 0.84% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 34,119 | $1,291,062 | 0.84% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 25,230 | $1,266,546 | 0.82% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 6,024 | $1,225,462 | 0.79% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 42,995 | $1,207,299 | 0.78% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 3,655 | $1,202,092 | 0.78% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 8,219 | $1,187,152 | 0.77% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 9,513 | $1,182,275 | 0.76% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 10,777 | $1,012,822 | 0.66% | |
| BIPC |
Brookfield Infrastructure Corp
Utilities
|
Reduced | 25,575 | $1,010,724 | 0.65% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 1,653 | $999,056 | 0.65% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
NEW | 10,509 | $980,699 | 0.63% | |
| WM |
Waste Management Inc
Industrials
|
Added | 3,939 | $905,142 | 0.59% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 7,849 | $902,556 | 0.58% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 4,705 | $892,068 | 0.58% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 2,528 | $889,476 | 0.58% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,350 | $877,959 | 0.57% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 8,777 | $863,481 | 0.56% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,485 | $849,613 | 0.55% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 5,338 | $828,938 | 0.54% | |
| INTC |
Intel Corp
Technology
|
Reduced | 18,625 | $821,921 | 0.53% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 4,982 | $819,887 | 0.53% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,178 | $809,671 | 0.52% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 3,640 | $791,663 | 0.51% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 10,328 | $785,444 | 0.51% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 9,580 | $762,663 | 0.49% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 742 | $713,588 | 0.46% |