Friday Financial
Filing Date
Global Rank
#7,700
/ 8,603
▲ 75
· as of Mar 2026
Top Industry
Consumer Electronics
25.8%
3Y Alpha vs SPY
-1.4%
Period ended 3 months ago
Filed Apr 16, 2026 · 3mo
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
+22.2%
SPY
+24.0%
Annualised alpha
-1.3%
Max drawdown
−24.9%
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
20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.5%
−0.5 pts
Top 5
61.4%
−1.6 pts
Top 10
80.7%
+0.1 pts
HHI
1,028
Diversified−33
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.6% | $7,330,385 |
| Financial Services | 20.4% | $4,199,670 |
| Industrials | 16.0% | $3,301,668 |
| Unclassified | 12.9% | $2,658,248 |
| Consumer Cyclical | 10.0% | $2,058,801 |
| Consumer Defensive | 3.9% | $813,412 |
| Communication Services | 1.2% | $256,467 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +274 | 46,288 | $1,778,384 | |
| IBM | International Business Machines Corp | +140 | 1,868 | $452,784 | |
| MSFT | Microsoft Corp | +105 | 944 | $349,440 | |
| TSLA | Tesla, Inc. | +34 | 4,486 | $1,667,670 | |
| DE | Deere & Co | +19 | 2,959 | $1,666,804 | |
| JPM | Jpmorgan Chase & Co | +13 | 2,380 | $700,100 | |
| UMBF | Umb Financial Corp | +12 | 25,912 | $2,922,614 | |
| PWR | Quanta Services, Inc. | +10 | 1,819 | $998,667 | |
| AMZN | Amazon Com Inc | +10 | 1,878 | $391,131 | |
| DIS | Walt Disney Co | +6 | 2,661 | $256,467 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 1,644 | $240,484 | |
| No positions match the current search. | ||||
20 positions ·
$20,618,651 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 18,241 | $4,629,383 | 22.45% | |
| UMBF |
Umb Financial Corp
Financial Services
|
Added | 25,912 | $2,922,614 | 14.17% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 46,288 | $1,778,384 | 8.63% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,486 | $1,667,670 | 8.09% | |
| DE |
Deere & Co
Industrials
|
Added | 2,959 | $1,666,804 | 8.08% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 1,819 | $998,667 | 4.84% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 4,720 | $823,168 | 3.99% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 6,545 | $813,412 | 3.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,380 | $700,100 | 3.40% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 898 | $636,197 | 3.09% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,886 | $583,735 | 2.83% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,204 | $576,956 | 2.80% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 990 | $571,408 | 2.77% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,868 | $452,784 | 2.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,878 | $391,131 | 1.90% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 944 | $349,440 | 1.69% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
Held | 6,678 | $308,456 | 1.50% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 2,661 | $256,467 | 1.24% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,240 | $251,391 | 1.22% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 1,644 | $240,484 | 1.17% |