SwitchPoint Financial Planning, LLC
Filing Date
Global Rank
#7,626
/ 8,232
▲ 221
Top Industry
Software - Application
22.2%
3Y Alpha vs SPY
-2.7%
Period ended 2 months ago
Filed Apr 30, 2026 · 45d
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
+19.6%
SPY
+23.4%
Annualised alpha
-2.7%
Max drawdown
−20.3%
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
20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.2%
−2.9 pts
Top 5
55.8%
−7.0 pts
Top 10
79.4%
−3.0 pts
HHI
944
Diversified−173
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 53.1% | $6,870,967 |
| Energy | 14.4% | $1,864,863 |
| Communication Services | 8.4% | $1,084,385 |
| Healthcare | 6.2% | $808,352 |
| Consumer Defensive | 5.8% | $747,051 |
| Financial Services | 4.8% | $622,000 |
| Consumer Cyclical | 4.5% | $583,155 |
| Utilities | 1.8% | $235,450 |
| Basic Materials | 1.0% | $134,041 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBM | International Business Machines Corp | +525 | 2,046 | $495,928 | |
| NVDA | Nvidia Corp | +361 | 6,242 | $1,088,603 | |
| AAPL | Apple Inc. | +111 | 5,360 | $1,360,313 | |
| TPL | Texas Pacific Land Corp | +25 | 1,158 | $549,539 | |
| JNJ | Johnson & Johnson | +25 | 1,146 | $280,127 | |
| BRK-B | Berkshire Hathaway Inc | +18 | 1,298 | $622,000 | |
| WMT | Walmart Inc. | +16 | 3,710 | $461,077 | |
| CNX | CNX Resources Corp | +9 | 6,514 | $251,113 | |
| ELV | Elevance Health, Inc. | +7 | 733 | $214,585 | |
| COST | Costco Wholesale Corp /New | +6 | 287 | $285,974 | |
| LLY | ELI LILLY & Co | +1 | 341 | $313,640 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CWCO | Consolidated Water Co. Ltd. | −1,000 | 7,109 | $235,450 | |
| MSFT | Microsoft Corp | −155 | 2,837 | $1,050,171 | |
| AMZN | Amazon Com Inc | −36 | 2,800 | $583,155 | |
| META | Meta Platforms, Inc. | −2 | 481 | $275,193 | |
| CDNS | Cadence Design Systems Inc | −1 | 10,350 | $2,875,952 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ORCL | Oracle Corp | 1,078 | $210,112 | |
| No positions match the current search. | ||||
5 positions ·
$6,870,967 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 10,350 | $2,875,952 | 41.86% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,360 | $1,360,313 | 19.80% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,242 | $1,088,603 | 15.84% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,837 | $1,050,171 | 15.28% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,046 | $495,928 | 7.22% |