Prepared Retirement Institute LLC
PensionFiling Date
3Y Alpha vs SPY
-5.4%
Period ended 2 months ago
Filed Apr 30, 2026 · 45d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+37.3%
SPY
+52.9%
Annualised alpha
-5.4%
Max drawdown
−15.4%
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 Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 0.0% | $0 |
| Consumer Cyclical | 0.0% | $0 |
| Consumer Defensive | 0.0% | $0 |
| Energy | 0.0% | $0 |
| Financial Services | 0.0% | $0 |
| Healthcare | 0.0% | $0 |
| Industrials | 0.0% | $0 |
| Technology | 0.0% | $0 |
| Utilities | 0.0% | $0 |
| Unclassified | 0.0% | $0 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 5,292 | $2,559,317 | |
| AAPL | Apple Inc. | 6,530 | $1,775,245 | |
| ABBV | AbbVie Inc. | 6,156 | $1,406,584 | |
| TEL | TE Connectivity plc | 4,886 | $1,111,613 | |
| NVDA | Nvidia Corp | 5,442 | $1,014,933 | |
| SPY | Spdr S&P 500 ETF Trust | 1,428 | $973,781 | |
| XOM | Exxon Mobil Corp | 7,373 | $887,266 | |
| MRK | Merck & Co., Inc. | 7,769 | $817,764 | |
| JPM | Jpmorgan Chase & Co | 1,946 | $627,040 | |
| ABT | Abbott Laboratories | 4,909 | $615,048 | |
| ALL | Allstate Corp | 2,847 | $592,603 | |
| JNJ | Johnson & Johnson | 2,666 | $551,728 | |
| META | Meta Platforms, Inc. | 832 | $549,194 | |
| GLD | Spdr Gold Trust | 1,328 | $526,299 | |
| TSLA | Tesla, Inc. | 1,111 | $499,638 | |
| ORCL | Oracle Corp | 2,392 | $466,224 | |
| SLV | iShares Silver Trust | 7,150 | $460,603 | |
| COF | Capital One Financial Corp | 1,785 | $432,612 | |
| AMZN | Amazon Com Inc | 1,721 | $397,241 | |
| WMT | Walmart Inc. | 3,519 | $392,051 | |
| GOOGL | Alphabet Inc. | 1,200 | $375,600 | |
| CEG | Constellation Energy Corp | 1,028 | $363,161 | |
| MS | Morgan Stanley | 1,997 | $354,527 | |
| PPL | PPL Corp | 9,418 | $329,818 | |
| IBM | International Business Machines Corp | 1,109 | $328,496 | |
| No positions match the current search. | ||||
32 positions ·
$0 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Closed | 0 | $0 | — | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| NVDA |
Nvidia Corp
Technology
|
Closed | 0 | $0 | — | |
| TEL |
TE Connectivity plc
Technology
|
Closed | 0 | $0 | — | |
| CEG |
Constellation Energy Corp
Utilities
|
Closed | 0 | $0 | — | |
| SPY |
Spdr S&P 500 ETF Trust
|
Closed | 0 | $0 | — | |
| CVX |
Chevron Corp
Energy
|
Held | 0 | $0 | — | |
| MSFT |
Microsoft Corp
Technology
|
Closed | 0 | $0 | — | |
| META |
Meta Platforms, Inc.
Communication Services
|
Closed | 0 | $0 | — | |
| COF |
Capital One Financial Corp
Financial Services
|
Closed | 0 | $0 | — | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Closed | 0 | $0 | — | |
| IBM |
International Business Machines Corp
Technology
|
Closed | 0 | $0 | — | |
| ALL |
Allstate Corp
Financial Services
|
Closed | 0 | $0 | — | |
| ABBV |
AbbVie Inc.
Healthcare
|
Closed | 0 | $0 | — | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Closed | 0 | $0 | — | |
| MS |
Morgan Stanley
Financial Services
|
Closed | 0 | $0 | — | |
| SLV |
iShares Silver Trust
|
Closed | 0 | $0 | — | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Closed | 0 | $0 | — | |
| XOM |
Exxon Mobil Corp
Energy
|
Closed | 0 | $0 | — | |
| GLD |
Spdr Gold Trust
|
Closed | 0 | $0 | — | |
| CAH |
Cardinal Health Inc
Healthcare
|
Closed | 0 | $0 | — | |
| PPL |
PPL Corp
Utilities
|
Closed | 0 | $0 | — | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Closed | 0 | $0 | — | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 0 | $0 | — | |
| ABT |
Abbott Laboratories
Healthcare
|
Closed | 0 | $0 | — | |
| JNJ |
Johnson & Johnson
Healthcare
|
Closed | 0 | $0 | — | |
| MSTR |
Strategy Inc
Technology
|
Held | 0 | $0 | — | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| AAPL |
Apple Inc.
Technology
|
Closed | 0 | $0 | — | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Closed | 0 | $0 | — | |
| GD |
General Dynamics Corp
Industrials
|
Closed | 0 | $0 | — |