ARRIEN INVESTMENTS, INC.
Clone Performance
Aug 2023–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 13 quarters. Past performance does not predict future results.
Portfolio Concentration
14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.5% | $3,495,834 |
| Unclassified | 15.5% | $1,072,968 |
| Consumer Cyclical | 10.5% | $725,241 |
| Basic Materials | 8.3% | $575,135 |
| Healthcare | 4.3% | $295,059 |
| Financial Services | 3.9% | $273,008 |
| Utilities | 3.6% | $247,980 |
| Industrials | 3.4% | $237,251 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 2,884 | $402,692 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 3,055 | $883,994 | 12.77% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 761 | $878,414 | 12.69% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,683 | $725,241 | 10.48% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 1,615 | $699,827 | 10.11% | |
| PPTA |
Perpetua Resources Corp.
Basic Materials
|
Added | 27,704 | $575,135 | 8.31% | |
| IAU |
Ishares Gold Trust
|
Held | 7,500 | $566,325 | 8.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 688 | $506,643 | 7.32% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,884 | $402,692 | 5.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 974 | $367,928 | 5.31% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 246 | $295,059 | 4.26% | |
| USB |
US Bancorp De
Financial Services
|
Held | 4,520 | $273,008 | 3.94% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 705 | $262,979 | 3.80% | |
| IDA |
Idacorp Inc
Utilities
|
Reduced | 1,639 | $247,980 | 3.58% | |
| BA |
Boeing Co
Industrials
|
Held | 1,096 | $237,251 | 3.43% |
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.