Partners in Financial Planning
Filing Date
Global Rank
#6,959
/ 8,232
▲ 284
Top Industry
Oil & Gas Integrated
11.6%
3Y Alpha vs SPY
-3.8%
Period ended 2 months ago
Filed May 11, 2026 · 34d
20 quarters · since Jun 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.1%
SPY
+76.3%
Annualised alpha
-3.8%
Max drawdown
−17.1%
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
49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.2%
−0.5 pts
Top 5
27.8%
−0.2 pts
Top 10
44.4%
−1.8 pts
HHI
319
Diversified−10
Portfolio Trend
20 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 21.1% | $6,959,519 |
| Energy | 15.2% | $5,031,787 |
| Technology | 12.1% | $3,995,446 |
| Consumer Cyclical | 11.4% | $3,755,343 |
| Healthcare | 11.0% | $3,645,391 |
| Financial Services | 9.6% | $3,164,430 |
| Consumer Defensive | 8.2% | $2,698,031 |
| Basic Materials | 3.6% | $1,193,760 |
| Communication Services | 3.1% | $1,032,487 |
| Unclassified | 2.7% | $874,526 |
| Real Estate | 1.3% | $417,791 |
| Utilities | 0.7% | $230,296 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TFC | Truist Financial Corp | +2,263 | 17,071 | $784,753 | |
| SLV | iShares Silver Trust | +287 | 4,025 | $274,263 | |
| GE | General Electric Co | +160 | 2,746 | $779,232 | |
| WMT | Walmart Inc. | +102 | 6,377 | $792,533 | |
| JNJ | Johnson & Johnson | +77 | 2,667 | $651,921 | |
| DHR | Danaher Corp /De/ | +66 | 1,954 | $370,478 | |
| GEV | GE Vernova Inc. | +63 | 993 | $866,789 | |
| PG | PROCTER & GAMBLE Co | +60 | 4,098 | $591,915 | |
| LOW | Lowes Companies Inc | +49 | 2,399 | $566,835 | |
| GOOGL | Alphabet Inc. | +37 | 2,349 | $675,478 | |
| MSFT | Microsoft Corp | +30 | 2,623 | $970,955 | |
| AUB | Atlantic Union Bankshares Corp | +12 | 6,250 | $223,375 | |
| META | Meta Platforms, Inc. | +7 | 624 | $357,009 | |
| TSLA | Tesla, Inc. | +5 | 3,066 | $1,139,785 | |
| AVGO | Broadcom Inc. | +1 | 1,112 | $344,175 | |
| SPY | Spdr S&P 500 ETF Trust | +1 | 923 | $600,263 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −395 | 6,146 | $1,559,793 | |
| CARE | Carter Bankshares, Inc. | −342 | 12,520 | $291,966 | |
| STLD | Steel Dynamics Inc | −338 | 6,632 | $1,193,760 | |
| AMZN | Amazon Com Inc | −204 | 5,707 | $1,188,596 | |
| MCD | Mcdonalds Corp | −200 | 1,412 | $438,835 | |
| COF | Capital One Financial Corp | −100 | 1,545 | $281,854 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
49 positions ·
$32,998,807 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 9,376 | $2,690,912 | 8.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 12,623 | $2,141,618 | 6.49% | |
| CVX |
Chevron Corp
Energy
|
Held | 7,633 | $1,579,267 | 4.79% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,146 | $1,559,793 | 4.73% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Reduced | 6,632 | $1,193,760 | 3.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 5,707 | $1,188,596 | 3.60% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
Held | 5,033 | $1,173,997 | 3.56% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,066 | $1,139,785 | 3.45% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Held | 2,142 | $1,016,507 | 3.08% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,623 | $970,955 | 2.94% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Held | 11,584 | $927,646 | 2.81% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 993 | $866,789 | 2.63% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,674 | $802,180 | 2.43% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 6,377 | $792,533 | 2.40% | |
| TFC |
Truist Financial Corp
Financial Services
|
Added | 17,071 | $784,753 | 2.38% | |
| NKSH |
National Bankshares Inc
Financial Services
|
Held | 21,431 | $780,302 | 2.36% | |
| GE |
General Electric Co
Industrials
|
Added | 2,746 | $779,232 | 2.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,349 | $675,478 | 2.05% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 4,066 | $672,272 | 2.04% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,667 | $651,921 | 1.98% | |
| CSX |
Csx Corp
Industrials
|
Held | 15,816 | $649,246 | 1.97% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 1,600 | $626,816 | 1.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 923 | $600,263 | 1.82% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,098 | $591,915 | 1.79% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 2,399 | $566,835 | 1.72% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 3,631 | $493,707 | 1.50% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Held | 2,163 | $457,063 | 1.39% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,412 | $438,835 | 1.33% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Held | 5,888 | $422,876 | 1.28% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 7,976 | $421,292 | 1.28% | |
| UDR |
UDR, Inc.
Real Estate
|
Held | 12,368 | $417,791 | 1.27% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 1,954 | $370,478 | 1.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 624 | $357,009 | 1.08% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,112 | $344,175 | 1.04% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,577 | $304,203 | 0.92% | |
| WMB |
Williams Companies, Inc.
Energy
|
Held | 4,045 | $294,395 | 0.89% | |
| CARE |
Carter Bankshares, Inc.
Financial Services
|
Reduced | 12,520 | $291,966 | 0.88% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 1,200 | $291,144 | 0.88% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 2,799 | $287,373 | 0.87% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,317 | $286,434 | 0.87% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 1,545 | $281,854 | 0.85% | |
| SLV |
iShares Silver Trust
|
Added | 4,025 | $274,263 | 0.83% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 8,604 | $241,600 | 0.73% | |
| SO |
Southern Co
Utilities
|
Held | 2,386 | $230,296 | 0.70% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
NEW | 3,400 | $224,366 | 0.68% | |
| AUB |
Atlantic Union Bankshares Corp
Financial Services
|
Added | 6,250 | $223,375 | 0.68% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
NEW | 3,707 | $213,671 | 0.65% | |
| URI |
United Rentals, Inc.
Industrials
|
Held | 280 | $203,996 | 0.62% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
NEW | 1,309 | $203,274 | 0.62% |