Holcombe Financial, Inc.
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical 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.
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. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 66.9% | $25,818,992 |
| Industrials | 5.1% | $1,979,083 |
| Energy | 5.1% | $1,968,578 |
| Consumer Defensive | 4.8% | $1,866,043 |
| Financial Services | 4.4% | $1,708,664 |
| Unclassified | 4.0% | $1,526,859 |
| Communication Services | 2.6% | $1,005,996 |
| Healthcare | 2.4% | $936,976 |
| Consumer Cyclical | 2.4% | $927,043 |
| Utilities | 2.2% | $849,253 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PPLT | abrdn Platinum ETF Trust | +97,576 | 108,058 | $1,526,859 | |
| ONT | Onterris, Inc. | +15,570 | 63,221 | $1,277,696 | |
| MSFT | Microsoft Corp | +416 | 1,131 | $421,885 | |
| JPM | Jpmorgan Chase & Co | +261 | 3,408 | $1,115,540 | |
| JNJ | Johnson & Johnson | +86 | 2,230 | $566,353 | |
| SO | Southern Co | +37 | 5,100 | $488,121 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 85,896 | $24,854,866 | 64.41% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 14,176 | $1,605,573 | 4.16% | |
| PPLT |
abrdn Platinum ETF Trust
|
Added | 108,058 | $1,526,859 | 3.96% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 10,194 | $1,393,723 | 3.61% | |
| ONT |
Onterris, Inc.
Industrials
|
Added | 63,221 | $1,277,696 | 3.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,408 | $1,115,540 | 2.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,815 | $1,005,996 | 2.61% | |
| CVX |
Chevron Corp
Energy
|
Held | 3,468 | $574,855 | 1.49% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,230 | $566,353 | 1.47% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,575 | $555,471 | 1.44% | |
| SO |
Southern Co
Utilities
|
Added | 5,100 | $488,121 | 1.26% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 422 | $449,387 | 1.16% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,131 | $421,885 | 1.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,559 | $371,572 | 0.96% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Held | 14,080 | $371,571 | 0.96% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 309 | $370,623 | 0.96% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 2,853 | $361,132 | 0.94% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,224 | $310,537 | 0.80% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 3,205 | $260,470 | 0.68% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Held | 2,000 | $252,000 | 0.65% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,158 | $231,704 | 0.60% | |
| AXP |
American Express Co
Financial Services
|
NEW | 655 | $221,553 | 0.57% |
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.