Bravias Capital Group, LLC

CIK

2054328

Location

ISELIN, NJ

Portfolio Value

Micro $31,703,240

Diversification

Diversified

Filing Date

Global Rank

#6,994 / 8,232 ▲ 58

Top Industry

Insurance - Diversified 39.4%

3Y Alpha vs SPY

-1.9%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.8%

SPY

+23.4%

Annualised alpha

-1.9%

Max drawdown

−18.2%

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

29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.9%

+3.3 pts

Top 5

64.6%

+7.3 pts

Top 10

80.7%

+3.9 pts

HHI

1,234

Diversified+269

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	41.9%	$13,271,622	5
Financial Services	27.6%	$8,751,553	4
Technology	13.7%	$4,349,230	4
Energy	3.5%	$1,106,461	4
Industrials	3.2%	$1,011,775	3
Consumer Cyclical	2.7%	$870,267	2
Communication Services	2.5%	$790,349	2
Consumer Defensive	2.2%	$688,931	2
Healthcare	1.6%	$521,533	2
Utilities	1.1%	$341,519	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+1,106	15,156	$7,262,755
GLDM	World Gold Trust	+793	25,566	$2,369,712
RCS	Pimco Strategic Income Fund, Inc.	+582	76,850	$411,916
SIVR	abrdn Silver ETF Trust	+404	4,775	$341,937
USAC	USA Compression Partners, LP	+131	9,126	$247,497
SPY	Spdr S&P 500 ETF Trust	+5	2,587	$1,682,429
WCC	Wesco International Inc	+2	1,023	$279,913
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−11,063	103,983	$7,085,401
NVDA	Nvidia Corp	−3,552	8,316	$1,450,310
AMZN	Amazon Com Inc	−2,372	2,988	$622,310
AAPL	Apple Inc.	−2,186	7,738	$1,963,827
WMT	Walmart Inc.	−2,158	2,184	$271,427
WM	Waste Management Inc	−1,770	2,209	$507,606
JPM	Jpmorgan Chase & Co	−1,608	2,657	$781,583
GOOGL	Alphabet Inc.	−1,602	909	$261,392
MRK	Merck & Co., Inc.	−1,581	2,583	$310,709
QQQ	Invesco Qqq Trust, Series 1	−636	3,105	$1,792,143
CVX	Chevron Corp	−504	1,738	$359,592
MSFT	Microsoft Corp	−293	1,528	$565,619
COST	Costco Wholesale Corp /New	−288	419	$417,504
NEE	Nextera Energy Inc	−274	3,677	$341,519
AMAT	Applied Materials Inc /De	−169	1,081	$369,474
VZ	Verizon Communications Inc	−28	10,537	$528,957
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	1,757	$298,092
TTC	Toro Co	2,400	$224,256
PFE	Pfizer Inc	7,508	$210,824
DVN	Devon Energy Corp/De	4,000	$201,280
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
GS	Goldman Sachs Group Inc	712	$625,848
LLY	ELI LILLY & Co	300	$322,404
JNJ	Johnson & Johnson	1,520	$314,564
HOOD	Robinhood Markets, Inc.	2,510	$283,881
BAC	Bank Of America Corp /De/	4,430	$243,650
CAT	Caterpillar Inc	406	$232,585
META	Meta Platforms, Inc.	336	$221,790
GSBD	Goldman Sachs BDC, Inc.	14,160	$131,404
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 positions · $31,703,240 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DVN	Devon Energy Corp/De Energy	NEW	4,000	NEW	$201,280	NEW	0.63%
PFE	Pfizer Inc Healthcare	NEW	7,508	NEW	$210,824	NEW	0.66%
TTC	Toro Co Industrials	NEW	2,400	NEW	$224,256	NEW	0.71%
USAC	USA Compression Partners, LP Energy	Added	9,126	+131	$247,497	+19.6%	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Held	667	0	$247,957	−17.3%	0.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	909	-1,602	$261,392	−66.7%	0.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,184	-2,158	$271,427	−43.9%	0.86%
WCC	Wesco International Inc Industrials	Added	1,023	+2	$279,913	+12.1%	0.88%
MA	Mastercard Inc Financial Services	Held	591	0	$295,299	−12.5%	0.93%
XOM	Exxon Mobil Corp Energy	NEW	1,757	NEW	$298,092	NEW	0.94%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,583	-1,581	$310,709	−29.1%	0.98%
NEE	Nextera Energy Inc Utilities	Reduced	3,677	-274	$341,519	+7.7%	1.08%
SIVR	abrdn Silver ETF Trust	Added	4,775	+404	$341,937	+15.7%	1.08%
CVX	Chevron Corp Energy	Reduced	1,738	-504	$359,592	+5.2%	1.13%
AMAT	Applied Materials Inc /De Technology	Reduced	1,081	-169	$369,474	+15.0%	1.17%
RCS	Pimco Strategic Income Fund, Inc. Financial Services	Added	76,850	+582	$411,916	−3.0%	1.30%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	419	-288	$417,504	−31.5%	1.32%
WM	Waste Management Inc Industrials	Reduced	2,209	-1,770	$507,606	−41.9%	1.60%
VZ	Verizon Communications Inc Communication Services	Reduced	10,537	-28	$528,957	+22.9%	1.67%
MSFT	Microsoft Corp Technology	Reduced	1,528	-293	$565,619	−35.8%	1.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,988	-2,372	$622,310	−49.7%	1.96%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,657	-1,608	$781,583	−43.1%	2.47%
NVDA	Nvidia Corp Technology	Reduced	8,316	-3,552	$1,450,310	−34.5%	4.57%
SPY	Spdr S&P 500 ETF Trust	Added	2,587	+5	$1,682,429	−4.4%	5.31%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,105	-636	$1,792,143	−22.0%	5.65%
AAPL	Apple Inc. Technology	Reduced	7,738	-2,186	$1,963,827	−27.2%	6.19%
GLDM	World Gold Trust	Added	25,566	+793	$2,369,712	+12.0%	7.47%
SLV	iShares Silver Trust	Reduced	103,983	-11,063	$7,085,401	−4.4%	22.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,156	+1,106	$7,262,755	+2.8%	22.91%