Prepared Retirement Institute LLC
PensionFiling Date
Global Rank
#7,717
/ 8,603
▲ 131
· as of Mar 2026
Top Industry
Drug Manufacturers - General
15.7%
3Y Alpha vs SPY
-7.4%
Period ended 3 months ago
Filed May 15, 2026 · 55d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+30.8%
SPY
+54.1%
Annualised alpha
-7.9%
Max drawdown
−15.7%
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
31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.1%
−0.1 pts
Top 5
43.4%
+2.9 pts
Top 10
63.3%
+4.1 pts
HHI
572
Diversified+44
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.1% | $8,936,056 |
| Healthcare | 18.0% | $3,649,292 |
| Unclassified | 10.0% | $2,025,438 |
| Financial Services | 10.0% | $2,021,557 |
| Consumer Cyclical | 5.5% | $1,103,622 |
| Communication Services | 5.1% | $1,027,765 |
| Utilities | 3.0% | $600,761 |
| Energy | 1.7% | $342,212 |
| Consumer Defensive | 1.4% | $288,205 |
| Industrials | 1.2% | $245,745 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +1,849 | 7,141 | $2,643,383 | |
| SLV | iShares Silver Trust | +550 | 7,700 | $524,678 | |
| TSLA | Tesla, Inc. | +152 | 1,263 | $469,520 | |
| GOOGL | Alphabet Inc. | +5 | 1,205 | $346,509 | |
| SPY | Spdr S&P 500 ETF Trust | +1 | 1,429 | $929,335 | |
| GD | General Dynamics Corp | +1 | 716 | $245,745 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | −1,200 | 2,319 | $288,205 | |
| PPL | PPL Corp | −943 | 8,475 | $323,745 | |
| JPM | Jpmorgan Chase & Co | −300 | 1,646 | $484,187 | |
| ABBV | AbbVie Inc. | −200 | 5,956 | $1,295,370 | |
| IBM | International Business Machines Corp | −199 | 910 | $220,574 | |
| ABT | Abbott Laboratories | −191 | 4,718 | $484,397 | |
| AAPL | Apple Inc. | −186 | 6,344 | $1,610,043 | |
| JNJ | Johnson & Johnson | −93 | 2,573 | $628,944 | |
| CAH | Cardinal Health Inc | −89 | 1,462 | $308,935 | |
| NVDA | Nvidia Corp | −73 | 5,369 | $936,353 | |
| META | Meta Platforms, Inc. | −49 | 783 | $447,977 | |
| CEG | Constellation Energy Corp | −36 | 992 | $277,016 | |
| MRK | Merck & Co., Inc. | −24 | 7,745 | $931,646 | |
| No positions match the current search. | |||||
31 positions ·
$20,240,653 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 |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 7,141 | $2,643,383 | 13.06% | |
| MSTR |
Strategy Inc
Technology
|
NEW | 17,822 | $2,224,185 | 10.99% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,344 | $1,610,043 | 7.95% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 5,956 | $1,295,370 | 6.40% | |
| TEL |
TE Connectivity plc
Technology
|
Held | 4,886 | $1,021,271 | 5.05% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,369 | $936,353 | 4.63% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 7,745 | $931,646 | 4.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,429 | $929,335 | 4.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,573 | $628,944 | 3.11% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 2,847 | $590,296 | 2.92% | |
| GLD |
Spdr Gold Trust
|
Held | 1,328 | $571,425 | 2.82% | |
| SLV |
iShares Silver Trust
|
Added | 7,700 | $524,678 | 2.59% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 4,718 | $484,397 | 2.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,646 | $484,187 | 2.39% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,263 | $469,520 | 2.32% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 783 | $447,977 | 2.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,721 | $358,432 | 1.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,205 | $346,509 | 1.71% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,654 | $342,212 | 1.69% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 1,997 | $328,646 | 1.62% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 1,785 | $325,637 | 1.61% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 8,475 | $323,745 | 1.60% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Reduced | 1,462 | $308,935 | 1.53% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 611 | $292,791 | 1.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,319 | $288,205 | 1.42% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Held | 1,802 | $280,247 | 1.38% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 992 | $277,016 | 1.37% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 887 | $275,670 | 1.36% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 716 | $245,745 | 1.21% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 4,647 | $233,279 | 1.15% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 910 | $220,574 | 1.09% |