OFC FINANCIAL PLANNING, LLC
CIK
2052590
Location
SHORT HILLS, NJ
Portfolio Value
Micro
$40,640,138
Diversification
Highly concentrated
Filing Date
Global Rank
#6,730
/ 8,232
▲ 199
Top Industry
Consumer Electronics
66.0%
3Y Alpha vs SPY
+3.7%
Period ended 2 months ago
Filed May 7, 2026 · 37d
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
+28.6%
SPY
+23.4%
Annualised alpha
+3.7%
Max drawdown
−23.7%
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
51.4%
−1.7 pts
Top 5
76.9%
−1.0 pts
Top 10
90.7%
+0.8 pts
HHI
2,869
Highly concentrated−160
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 58.7% | $23,837,387 |
| Unclassified | 22.1% | $9,000,923 |
| Industrials | 6.2% | $2,521,232 |
| Financial Services | 3.6% | $1,474,472 |
| Basic Materials | 3.1% | $1,272,646 |
| Consumer Cyclical | 3.1% | $1,253,174 |
| Utilities | 1.9% | $774,199 |
| Communication Services | 1.2% | $506,105 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −404 | 33,728 | $2,973,460 | |
| TXN | Texas Instruments Inc | −29 | 1,776 | $344,792 | |
| GLD | Spdr Gold Trust | −25 | 5,269 | $2,267,198 | |
| JPM | Jpmorgan Chase & Co | −14 | 763 | $224,444 | |
| SPY | Spdr S&P 500 ETF Trust | −10 | 5,782 | $3,760,265 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADBE | Adobe Inc. | 713 | $249,542 | |
| No positions match the current search. | ||||
20 positions ·
$40,640,138 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Financial Services
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 82,244 | $20,872,704 | 51.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,782 | $3,760,265 | 9.25% | |
| IAU |
Ishares Gold Trust
|
Reduced | 33,728 | $2,973,460 | 7.32% | |
| GLD |
Spdr Gold Trust
|
Reduced | 5,269 | $2,267,198 | 5.58% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,702 | $1,370,369 | 3.37% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Held | 2,405 | $1,320,393 | 3.25% | |
| NUE |
Nucor Corp
Basic Materials
|
Held | 7,526 | $1,272,646 | 3.13% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,695 | $1,200,839 | 2.95% | |
| C |
Citigroup Inc
Financial Services
|
Added | 9,121 | $1,034,412 | 2.55% | |
| VST |
Vistra Corp.
Utilities
|
Held | 5,150 | $774,199 | 1.91% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 4,208 | $733,875 | 1.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,760 | $506,105 | 1.25% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,620 | $503,479 | 1.24% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 1,303 | $428,543 | 1.05% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 1,776 | $344,792 | 0.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,542 | $321,152 | 0.79% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 2,105 | $307,919 | 0.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 763 | $224,444 | 0.55% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Held | 6,084 | $215,616 | 0.53% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 857 | $207,728 | 0.51% |