Skip to main content

Bravias Capital Group, LLC

Location
ISELIN, NJ
Portfolio Value
Micro $31,612,945
Diversification
Diversified
Filing Date
Global Rank
#7,429 / 8,517 ▲ 317
Top Industry
Insurance - Diversified 42.1%
3Y Alpha vs SPY
-3.2%
Period ended 46 days ago
Filed Jul 30, 2026 · 16d
7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio
+21.0%
SPY
+27.3%
Annualised alpha
-3.9%
Max drawdown
−17.8%

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 7 quarters. Past performance does not predict future results.

Portfolio Concentration

28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
26.4%
+4.9 pts
Top 5
63.4%
+2.9 pts
Top 10
81.1%
+4.9 pts
HHI
1,199
Dec 2024 → Jun 2026 · range 522 – 1,199
Diversified+107

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 37.3% $11,800,089
Financial Services 31.4% $9,936,866
Technology 15.5% $4,889,808
Industrials 4.1% $1,305,265
Consumer Cyclical 2.9% $928,348
Communication Services 2.2% $709,380
Consumer Defensive 2.0% $639,773
Healthcare 1.8% $564,732
Energy 1.6% $515,866
Utilities 1.0% $322,818

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
12 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
9 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
28 tracked positions · $31,612,945 total · filing declares 97 positions · $168,487,500 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

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.