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Grantvest Financial Group LLC

Location
MATAWAN, NJ
Portfolio Value
Micro $19,457,654
Diversification
Diversified
Filing Date
Global Rank
#7,801 / 8,517 ▲ 451
Top Industry
Consumer Electronics 21.7%
3Y Alpha vs SPY
-0.3%
Period ended 48 days ago
Filed Aug 7, 2026 · 10d
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
+26.0%
SPY
+27.3%
Annualised alpha
-0.9%
Max drawdown
−21.5%

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

30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
16.9%
−1.0 pts
Top 5
52.9%
−1.2 pts
Top 10
68.5%
−4.0 pts
HHI
781
Dec 2024 → Jun 2026 · range 781 – 902
Diversified−64

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 28.5% $5,542,198
Unclassified 22.0% $4,286,372
Consumer Cyclical 17.6% $3,424,664
Financial Services 7.9% $1,536,047
Communication Services 7.7% $1,500,312
Industrials 6.3% $1,217,867
Consumer Defensive 2.8% $548,827
Energy 2.6% $498,207
Healthcare 2.0% $393,398
Basic Materials 1.6% $303,129
Utilities 1.1% $206,633

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

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

Trimmed

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

New Positions

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

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
30 tracked positions · $19,457,654 total · filing declares 246 positions · $172,589,145 · 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.