RIK SAYLOR FINANCIAL, INC.
Filing Date
Global Rank
#7,348
/ 8,605
▲ 24
· as of Mar 2026
Top Industry
Building Products & Equipment
17.6%
3Y Alpha vs SPY
-3.2%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+19.4%
SPY
+24.4%
Annualised alpha
-3.4%
Max drawdown
−19.5%
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
25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.0%
+0.5 pts
Top 5
58.8%
−1.3 pts
Top 10
80.4%
−2.1 pts
HHI
1,025
Diversified−7
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 44.5% | $14,318,367 |
| Industrials | 15.2% | $4,903,539 |
| Technology | 11.8% | $3,788,113 |
| Financial Services | 11.1% | $3,578,542 |
| Real Estate | 9.7% | $3,111,163 |
| Consumer Defensive | 3.9% | $1,247,887 |
| Energy | 2.6% | $842,083 |
| Consumer Cyclical | 1.1% | $355,851 |
| Healthcare | 0.0% | $12,217 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AHR | American Healthcare REIT, Inc. | +1,188 | 48,254 | $2,275,658 | |
| KIO | KKR Income Opportunities Fund | +207 | 15,832 | $174,152 | |
| PG | PROCTER & GAMBLE Co | +151 | 6,835 | $987,247 | |
| SBUX | Starbucks Corp | +150 | 3,972 | $355,851 | |
| WMS | Advanced Drainage Systems, Inc. | +101 | 22,907 | $3,141,236 | |
| QQQ | Invesco Qqq Trust, Series 1 | +97 | 13,367 | $7,715,165 | |
| IRM | Iron Mountain Inc | +14 | 8,180 | $835,505 | |
| JPM | Jpmorgan Chase & Co | +3 | 2,163 | $636,268 | |
| CVX | Chevron Corp | +2 | 4,070 | $842,083 | |
| DAL | Delta Air Lines, Inc. | +1 | 5,528 | $367,501 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | −11,590 | 48,055 | $3,274,467 | |
| FSK | FS KKR Capital Corp | −4,113 | 188,711 | $1,921,077 | |
| IBIT | iShares Bitcoin Trust ETF | −2,042 | 34,553 | $1,327,526 | |
| GLD | Spdr Gold Trust | −78 | 4,085 | $1,757,734 | |
| AAPL | Apple Inc. | −23 | 9,893 | $2,510,744 | |
| AMD | Advanced Micro Devices Inc | −20 | 1,593 | $324,063 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ELV | Elevance Health, Inc. | 680 | $238,374 | |
| No positions match the current search. | ||||
25 positions ·
$32,157,762 total
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 13,367 | $7,715,165 | 23.99% | |
| SLV |
iShares Silver Trust
|
Reduced | 48,055 | $3,274,467 | 10.18% | |
| WMS |
Advanced Drainage Systems, Inc.
Industrials
|
Added | 22,907 | $3,141,236 | 9.77% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,893 | $2,510,744 | 7.81% | |
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
Added | 48,254 | $2,275,658 | 7.08% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
Reduced | 188,711 | $1,921,077 | 5.97% | |
| GLD |
Spdr Gold Trust
|
Reduced | 4,085 | $1,757,734 | 5.47% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 34,553 | $1,327,526 | 4.13% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 6,835 | $987,247 | 3.07% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 6,517 | $953,306 | 2.96% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,070 | $842,083 | 2.62% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Added | 8,180 | $835,505 | 2.60% | |
| GE |
General Electric Co
Industrials
|
Held | 2,762 | $783,772 | 2.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,618 | $775,345 | 2.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,163 | $636,268 | 1.98% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 700 | $611,030 | 1.90% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Added | 5,528 | $367,501 | 1.14% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 3,972 | $355,851 | 1.11% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 1,593 | $324,063 | 1.01% | |
| KR |
Kroger Co
Consumer Defensive
|
Held | 3,602 | $260,640 | 0.81% | |
| DBO |
Invesco DB Oil Fund
|
Held | 12,378 | $243,475 | 0.76% | |
| KIO |
KKR Income Opportunities Fund
Financial Services
|
Added | 15,832 | $174,152 | 0.54% | |
| PRCH |
Porch Group, Inc.
Financial Services
|
Held | 10,000 | $71,700 | 0.22% | |
| TNYA |
Tenaya Therapeutics, Inc.
Healthcare
|
NEW | 13,500 | $9,342 | 0.03% | |
| SGMOQ |
Sangamo Therapeutics, Inc
Healthcare
|
NEW | 11,500 | $2,875 | 0.01% |