OFC FINANCIAL PLANNING, LLC
CIK
2052590
Location
SHORT HILLS, NJ
Portfolio Value
Micro
$774,199
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 3 months ago
Filed May 7, 2026 · 39d
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. | ||||
1 positions ·
$774,199 total
· Utilities only
· 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 |
|---|---|---|---|---|---|---|
| VST |
Vistra Corp.
Utilities
|
Held | 5,150 | $774,199 | 100.00% |