POINCIANA ADVISORS GROUP, LLC
CIK
2054543
Location
PALM BEACH GARDENS, FL
Portfolio Value
Micro
$8,553,693
Diversification
Diversified
Filing Date
Global Rank
#6,925
/ 8,232
▲ 144
Top Industry
Drug Manufacturers - General
10.6%
3Y Alpha vs SPY
+9.7%
Period ended 2 months ago
Filed Apr 16, 2026 · 59d
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
+37.1%
SPY
+23.4%
Annualised alpha
+9.7%
Max drawdown
−15.5%
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
94 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.5%
+0.9 pts
Top 5
18.3%
+0.4 pts
Top 10
27.4%
+1.2 pts
HHI
161
Diversified+13
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.0% | $8,553,693 |
| Healthcare | 17.1% | $5,858,140 |
| Industrials | 16.7% | $5,722,954 |
| Consumer Cyclical | 13.0% | $4,440,627 |
| Financial Services | 6.9% | $2,375,879 |
| Energy | 5.6% | $1,918,482 |
| Utilities | 3.6% | $1,246,175 |
| Consumer Defensive | 3.3% | $1,114,664 |
| Unclassified | 3.2% | $1,103,626 |
| Communication Services | 3.2% | $1,088,313 |
| Basic Materials | 2.3% | $791,999 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NWL | Newell Brands Inc. | +2,224 | 18,442 | $63,256 | |
| EIX | Edison International | +533 | 4,339 | $317,528 | |
| AMZN | Amazon Com Inc | +508 | 3,187 | $663,756 | |
| MO | Altria Group, Inc. | +332 | 3,815 | $251,751 | |
| LLY | ELI LILLY & Co | +43 | 245 | $225,343 | |
| TSLA | Tesla, Inc. | +25 | 770 | $286,247 | |
| BKNG | Booking Holdings Inc. | +21 | 86 | $362,087 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ADT | ADT Inc. | −2,759 | 13,315 | $87,479 | |
| CNC | Centene Corp | −1,620 | 9,851 | $322,521 | |
| MDT | Medtronic plc | −1,447 | 2,814 | $243,833 | |
| CIEN | Ciena Corp | −1,193 | 2,029 | $787,718 | |
| INTC | Intel Corp | −1,001 | 8,224 | $362,925 | |
| CMG | Chipotle Mexican Grill Inc | −906 | 6,374 | $204,031 | |
| DINO | HF Sinclair Corp | −851 | 7,658 | $477,782 | |
| DELL | Dell Technologies Inc. | −399 | 1,678 | $275,410 | |
| MSFT | Microsoft Corp | −342 | 903 | $334,263 | |
| JNJ | Johnson & Johnson | −330 | 7,712 | $1,885,121 | |
| PLTR | Palantir Technologies Inc. | −222 | 1,515 | $221,614 | |
| TER | Teradyne, Inc | −119 | 3,015 | $893,826 | |
| META | Meta Platforms, Inc. | −110 | 498 | $284,920 | |
| NVDA | Nvidia Corp | −70 | 9,210 | $1,606,224 | |
| AAPL | Apple Inc. | −25 | 2,147 | $544,887 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PCG | PG&E Corp | 20,487 | $359,956 | |
| ADBE | Adobe Inc. | 1,374 | $333,991 | |
| LNG | Cheniere Energy, Inc. | 970 | $275,247 | |
| SNDK | Sandisk Corp | 431 | $273,831 | |
| HAL | Halliburton Co | 6,640 | $258,893 | |
| PG | PROCTER & GAMBLE Co | 1,647 | $237,892 | |
| UTHR | UNITED THERAPEUTICS Corp | 398 | $236,006 | |
| OSK | Oshkosh Corp | 1,565 | $230,383 | |
| DKNG | DraftKings Inc. | 10,427 | $225,431 | |
| VZ | Verizon Communications Inc | 4,379 | $219,825 | |
| TGT | Target Corp | 1,809 | $219,250 | |
| DVN | Devon Energy Corp/De | 4,268 | $214,765 | |
| BURL | Burlington Stores, Inc. | 657 | $213,774 | |
| EVRG | Evergy, Inc. | 2,555 | $209,305 | |
| COHR | Coherent Corp. | 876 | $208,671 | |
| KMX | Carmax Inc | 4,849 | $201,621 | |
| TOL | Toll Brothers, Inc. | 1,470 | $200,610 | |
| ALIT | Alight, Inc. / Delaware | 36,945 | $21,538 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BF-A | Brown Forman Corp | 52,325 | $1,376,670 | |
| TEAM | Atlassian Corp | 2,961 | $480,096 | |
| RBLX | Roblox Corp | 4,418 | $357,990 | |
| EXPE | Expedia Group, Inc. | 1,139 | $322,690 | |
| AGL | agilon health, inc. | 18,301 | $315,234 | |
| HOOD | Robinhood Markets, Inc. | 2,764 | $312,608 | |
| NOW | ServiceNow, Inc. | 1,965 | $301,018 | |
| LYFT | Lyft, Inc. | 14,607 | $282,937 | |
| SNOW | Snowflake Inc. | 1,175 | $257,748 | |
| PYPL | PayPal Holdings, Inc. | 4,406 | $257,222 | |
| ACN | Accenture plc | 937 | $251,397 | |
| MTCH | Match Group, Inc. | 7,647 | $246,921 | |
| AMT | American Tower Corp /Ma/ | 1,372 | $240,882 | |
| CCL | Carnival Corp Ltd. | 7,624 | $232,836 | |
| VEEV | Veeva Systems Inc | 1,039 | $231,935 | |
| EXEL | Exelixis, Inc. | 5,154 | $225,899 | |
| TRMB | Trimble Inc. | 2,808 | $220,006 | |
| MKTX | Marketaxess Holdings Inc | 1,206 | $218,587 | |
| GWRE | Guidewire Software, Inc. | 1,077 | $216,487 | |
| ZS | Zscaler, Inc. | 962 | $216,373 | |
| UBER | Uber Technologies, Inc | 2,632 | $215,060 | |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. | 1,947 | $213,410 | |
| TWLO | Twilio Inc | 1,476 | $209,946 | |
| LVS | Las Vegas Sands Corp | 3,211 | $209,003 | |
| CVS | CVS HEALTH Corp | 2,543 | $201,812 | |
| No positions match the current search. | ||||
19 positions ·
$8,553,693 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ALIT |
Alight, Inc. / Delaware
Technology
|
NEW | 36,945 | $21,538 | 0.25% | |
| COHR |
Coherent Corp.
Technology
|
NEW | 876 | $208,671 | 2.44% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 1,515 | $221,614 | 2.59% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 1,898 | $239,812 | 2.80% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 431 | $273,831 | 3.20% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 1,678 | $275,410 | 3.22% | |
| VRSN |
Verisign Inc/Ca
Technology
|
Held | 1,126 | $279,653 | 3.27% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 3,443 | $281,361 | 3.29% | |
| ADBE |
Adobe Inc.
Technology
|
NEW | 1,374 | $333,991 | 3.90% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 903 | $334,263 | 3.91% | |
| ZM |
Zoom Communications, Inc.
Technology
|
Held | 4,306 | $346,159 | 4.05% | |
| INTC |
Intel Corp
Technology
|
Reduced | 8,224 | $362,925 | 4.24% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 3,352 | $411,558 | 4.81% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,645 | $509,143 | 5.95% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,147 | $544,887 | 6.37% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 2,907 | $621,109 | 7.26% | |
| CIEN |
Ciena Corp
Technology
|
Reduced | 2,029 | $787,718 | 9.21% | |
| TER |
Teradyne, Inc
Technology
|
Reduced | 3,015 | $893,826 | 10.45% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 9,210 | $1,606,224 | 18.78% |