Longboard Asset Management, LP
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
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Utilities | 38.7% | $2,308,708 |
| Financial Services | 29.7% | $1,773,080 |
| Real Estate | 17.5% | $1,042,756 |
| Healthcare | 7.3% | $434,340 |
| Industrials | 3.4% | $202,953 |
| Consumer Cyclical | 3.4% | $202,851 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARI | Apollo Commercial Real Estate Finance, Inc. | +621 | 11,153 | $119,114 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GL | Globe Life Inc. | 1,354 | $241,932 | |
| THG | Hanover Insurance Group, Inc. | 1,074 | $229,964 | |
| CINF | Cincinnati Financial Corp | 1,203 | $222,723 | |
| HMN | Horace Mann Educators Corp /De/ | 4,310 | $222,611 | |
| D | Dominion Energy, Inc | 3,196 | $218,254 | |
| WBS | Webster Financial Corp | 2,792 | $213,364 | |
| CSX | Csx Corp | 4,270 | $202,953 | |
| GTX | Garrett Motion Inc. | 5,599 | $202,851 | |
| SHO | Sunstone Hotel Investors, Inc. | 10,797 | $123,625 | |
| MFA | Mfa Financial, Inc. | 11,153 | $108,072 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FE | Firstenergy Corp | 4,979 | $252,236 | |
| WEC | Wec Energy Group, Inc. | 2,177 | $252,031 | |
| OGE | Oge Energy Corp. | 4,913 | $235,627 | |
| BNL | Broadstone Net Lease, Inc. | 11,766 | $214,964 | |
| SPG | Simon Property Group Inc. | 1,149 | $214,322 | |
| BNY | Bank of New York Mellon Corp | 1,722 | $204,280 | |
| SCI | Service Corp International | 2,446 | $201,819 | |
| PMT | PennyMac Mortgage Investment Trust | 12,684 | $147,895 | |
| LADR | Ladder Capital Corp | 14,330 | $140,004 | |
| FPI | Farmland Partners Inc. | 10,649 | $119,588 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AFL |
Aflac Inc
Financial Services
|
Held | 2,302 | $269,909 | 4.53% | |
| LNT |
Alliant Energy Corp
Utilities
|
Held | 3,522 | $268,693 | 4.50% | |
| IVT |
InvenTrust Properties Corp.
Real Estate
|
Held | 7,572 | $268,048 | 4.49% | |
| SO |
Southern Co
Utilities
|
Held | 2,573 | $246,261 | 4.13% | |
| CNP |
Centerpoint Energy Inc
Utilities
|
Held | 5,516 | $242,924 | 4.07% | |
| AEE |
Ameren Corp
Utilities
|
Held | 2,147 | $242,696 | 4.07% | |
| GL |
Globe Life Inc.
Financial Services
|
NEW | 1,354 | $241,932 | 4.06% | |
| XEL |
Xcel Energy Inc
Utilities
|
Held | 2,872 | $230,621 | 3.87% | |
| THG |
Hanover Insurance Group, Inc.
Financial Services
|
NEW | 1,074 | $229,964 | 3.86% | |
| CMS |
Cms Energy Corp
Utilities
|
Held | 2,982 | $228,123 | 3.82% | |
| AVA |
Avista Corp
Utilities
|
Held | 5,506 | $225,250 | 3.78% | |
| REG |
Regency Centers Corp
Real Estate
|
Held | 2,803 | $223,511 | 3.75% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
NEW | 1,203 | $222,723 | 3.73% | |
| HMN |
Horace Mann Educators Corp /De/
Financial Services
|
NEW | 4,310 | $222,611 | 3.73% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Held | 1,036 | $219,580 | 3.68% | |
| D |
Dominion Energy, Inc
Utilities
|
NEW | 3,196 | $218,254 | 3.66% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Held | 767 | $214,760 | 3.60% | |
| WBS |
Webster Financial Corp
Financial Services
|
NEW | 2,792 | $213,364 | 3.58% | |
| FNB |
Fnb Corp/Pa/
Financial Services
|
Held | 11,012 | $210,108 | 3.52% | |
| EXC |
Exelon Corp
Utilities
|
Held | 4,366 | $203,542 | 3.41% | |
| CSX |
Csx Corp
Industrials
|
NEW | 4,270 | $202,953 | 3.40% | |
| GTX |
Garrett Motion Inc.
Consumer Cyclical
|
NEW | 5,599 | $202,851 | 3.40% | |
| POR |
Portland General Electric Co /Or/
Utilities
|
Held | 3,904 | $202,344 | 3.39% | |
| DX |
Dynex Capital Inc
Real Estate
|
Held | 15,285 | $200,386 | 3.36% | |
| NWBI |
Northwest Bancshares, Inc.
Financial Services
|
Held | 10,717 | $162,469 | 2.72% | |
| SHO |
Sunstone Hotel Investors, Inc.
Real Estate
|
NEW | 10,797 | $123,625 | 2.07% | |
| ARI |
Apollo Commercial Real Estate Finance, Inc.
Real Estate
|
Added | 11,153 | $119,114 | 2.00% | |
| MFA |
Mfa Financial, Inc.
Real Estate
|
NEW | 11,153 | $108,072 | 1.81% |
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.