Runnymede Capital Advisors, Inc.

CIK

2054540

Location

DUBLIN, OH

Portfolio Value

Micro $75,668,806

Diversification

Diversified

Filing Date

Global Rank

#6,233 / 8,605 ▼ 1287 · as of Mar 2026

Top Industry

Semiconductors 24.2%

3Y Alpha vs SPY

+2.6%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+30.0%

SPY

+24.4%

Annualised alpha

+3.7%

Max drawdown

−24.0%

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

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

Top Position

10.3%

−1.2 pts

Top 5

47.0%

+11.7 pts

Top 10

77.9%

+25.7 pts

HHI

673

Diversified+273

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	48.2%	$36,465,379	11
Unclassified	14.4%	$10,907,666	6
Communication Services	10.2%	$7,701,595	3
Consumer Cyclical	9.7%	$7,325,884	2
Financial Services	7.0%	$5,308,859	4
Energy	6.8%	$5,111,014	4
Healthcare	1.9%	$1,425,888	3
Consumer Defensive	1.3%	$977,610	2
Utilities	0.3%	$238,701	1
Industrials	0.3%	$206,210	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+5,339	32,062	$6,677,552
TSLA	Tesla, Inc.	+119	1,744	$648,332
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−47,361	3,224	$400,678
AAPL	Apple Inc.	−38,013	24,672	$6,261,506
NVDA	Nvidia Corp	−21,213	40,377	$7,041,748
NFLX	Netflix Inc	−9,193	3,855	$370,658
AMD	Advanced Micro Devices Inc	−8,290	2,000	$406,860
V	Visa Inc.	−6,587	3,053	$922,738
META	Meta Platforms, Inc.	−5,060	1,097	$627,626
COST	Costco Wholesale Corp /New	−4,681	579	$576,932
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−4,492	1,000	$337,950
MSFT	Microsoft Corp	−4,081	15,266	$5,651,015
CRM	Salesforce, Inc.	−3,753	2,030	$378,940
GOOGL	Alphabet Inc.	−2,359	23,311	$6,703,311
AVGO	Broadcom Inc.	−1,637	1,941	$600,758
LLY	ELI LILLY & Co	−1,224	472	$434,131
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	13,549	$7,820,211
MU	Micron Technology Inc	21,584	$7,291,938
LRCX	Lam Research Corp	22,750	$4,860,765
MPC	Marathon Petroleum Corp	14,173	$3,460,763
PANW	Palo Alto Networks Inc	19,662	$3,152,211
BX	Blackstone Inc.	19,473	$2,239,200
MDY	Spdr S&P Midcap 400 ETF Trust	1,927	$1,188,496
KKR	KKR & Co. Inc.	12,709	$1,175,582
MA	Mastercard Inc	1,944	$971,339
FANG	Diamondback Energy, Inc.	3,892	$769,798
ABBV	AbbVie Inc.	3,500	$761,215
GBTC	Grayscale Bitcoin Trust ETF	12,120	$639,451
GLD	Spdr Gold Trust	1,445	$621,769
PSX	Phillips 66	3,056	$556,742
IOT	Samsara Inc.	15,200	$481,688
ETH	Grayscale Ethereum Staking Mini ETF	16,327	$324,254
XOM	Exxon Mobil Corp	1,908	$323,711
BTC	Grayscale Bitcoin Mini Trust ETF	10,453	$313,485
AWK	American Water Works Company, Inc.	1,754	$238,701
UNH	Unitedhealth Group Inc	852	$230,542
RTX	RTX Corp	1,069	$206,210
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GE	General Electric Co	18,802	$5,791,580
JPM	Jpmorgan Chase & Co	15,672	$5,049,831
LOW	Lowes Companies Inc	13,865	$3,343,683
SYK	Stryker Corp	9,255	$3,252,854
UBS	UBS Group AG	64,279	$2,976,760
NOC	Northrop Grumman Corp /De/	4,481	$2,555,111
CVX	Chevron Corp	15,956	$2,431,853
LNG	Cheniere Energy, Inc.	11,042	$2,146,454
ULTA	Ulta Beauty, Inc.	3,399	$2,056,428
AME	Ametek Inc/	9,718	$1,995,202
ASML	Asml Holding NV	1,830	$1,957,843
UBER	Uber Technologies, Inc	23,184	$1,894,364
MSCI	MSCI Inc.	3,290	$1,887,571
ABT	Abbott Laboratories	14,735	$1,846,148
BAC	Bank Of America Corp /De/	32,867	$1,807,685
AZO	Autozone Inc	507	$1,719,490
DE	Deere & Co	3,610	$1,680,707
MELI	Mercadolibre Inc	757	$1,524,794
SRE	Sempra	15,919	$1,405,488
WSM	Williams Sonoma Inc	7,536	$1,345,854
BRK-B	Berkshire Hathaway Inc	2,648	$1,331,017
NVO	Novo Nordisk A S	24,604	$1,251,851
EVR	Evercore Inc.	3,607	$1,227,281
RMD	Resmed Inc	4,837	$1,165,088
SPY	Spdr S&P 500 ETF Trust	1,595	$1,087,662
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 positions · $75,668,806 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
QQQ	Invesco Qqq Trust, Series 1	NEW	13,549	NEW	$7,820,211	NEW	10.33%
MU	Micron Technology Inc Technology	NEW	21,584	NEW	$7,291,938	NEW	9.64%
NVDA	Nvidia Corp Technology	Reduced	40,377	-21,213	$7,041,748	−38.7%	9.31%
GOOGL	Alphabet Inc. Communication Services	Reduced	23,311	-2,359	$6,703,311	−16.6%	8.86%
AMZN	Amazon Com Inc Consumer Cyclical	Added	32,062	+5,339	$6,677,552	+8.3%	8.82%
AAPL	Apple Inc. Technology	Reduced	24,672	-38,013	$6,261,506	−63.3%	8.27%
MSFT	Microsoft Corp Technology	Reduced	15,266	-4,081	$5,651,015	−39.6%	7.47%
LRCX	Lam Research Corp Technology	NEW	22,750	NEW	$4,860,765	NEW	6.42%
MPC	Marathon Petroleum Corp Energy	NEW	14,173	NEW	$3,460,763	NEW	4.57%
PANW	Palo Alto Networks Inc Technology	NEW	19,662	NEW	$3,152,211	NEW	4.17%
BX	Blackstone Inc. Financial Services	NEW	19,473	NEW	$2,239,200	NEW	2.96%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	1,927	NEW	$1,188,496	NEW	1.57%
KKR	KKR & Co. Inc. Financial Services	NEW	12,709	NEW	$1,175,582	NEW	1.55%
MA	Mastercard Inc Financial Services	NEW	1,944	NEW	$971,339	NEW	1.28%
V	Visa Inc. Financial Services	Reduced	3,053	-6,587	$922,738	−72.7%	1.22%
FANG	Diamondback Energy, Inc. Energy	NEW	3,892	NEW	$769,798	NEW	1.02%
ABBV	AbbVie Inc. Healthcare	NEW	3,500	NEW	$761,215	NEW	1.01%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,744	+119	$648,332	−11.3%	0.86%
GBTC	Grayscale Bitcoin Trust ETF	NEW	12,120	NEW	$639,451	NEW	0.85%
META	Meta Platforms, Inc. Communication Services	Reduced	1,097	-5,060	$627,626	−84.6%	0.83%
GLD	Spdr Gold Trust	NEW	1,445	NEW	$621,769	NEW	0.82%
AVGO	Broadcom Inc. Technology	Reduced	1,941	-1,637	$600,758	−51.5%	0.79%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	579	-4,681	$576,932	−87.3%	0.76%
PSX	Phillips 66 Energy	NEW	3,056	NEW	$556,742	NEW	0.74%
IOT	Samsara Inc. Technology	NEW	15,200	NEW	$481,688	NEW	0.64%
LLY	ELI LILLY & Co Healthcare	Reduced	472	-1,224	$434,131	−76.2%	0.57%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,000	-8,290	$406,860	−81.5%	0.54%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,224	-47,361	$400,678	−92.9%	0.53%
CRM	Salesforce, Inc. Technology	Reduced	2,030	-3,753	$378,940	−75.3%	0.50%
NFLX	Netflix Inc Communication Services	Reduced	3,855	-9,193	$370,658	−69.7%	0.49%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,000	-4,492	$337,950	−79.8%	0.45%
ETH	Grayscale Ethereum Staking Mini ETF	NEW	16,327	NEW	$324,254	NEW	0.43%
XOM	Exxon Mobil Corp Energy	NEW	1,908	NEW	$323,711	NEW	0.43%
BTC	Grayscale Bitcoin Mini Trust ETF	NEW	10,453	NEW	$313,485	NEW	0.41%
AWK	American Water Works Company, Inc. Utilities	NEW	1,754	NEW	$238,701	NEW	0.32%
UNH	Unitedhealth Group Inc Healthcare	NEW	852	NEW	$230,542	NEW	0.30%
RTX	RTX Corp Industrials	NEW	1,069	NEW	$206,210	NEW	0.27%