TME FINANCIAL, INC.
CIK
2056230
Location
Huntington Beach, CA
Portfolio Value
Micro
$7,699,209
Diversification
Highly concentrated
Filing Date
Global Rank
#8,227
/ 8,605
▲ 72
· as of Mar 2026
Top Industry
Internet Retail
40.6%
3Y Alpha vs SPY
-0.8%
Period ended 3 months ago
Filed May 12, 2026 · 58d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+23.1%
SPY
+24.4%
Annualised alpha
-0.9%
Max drawdown
−20.0%
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
7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
49.2%
+0.5 pts
Top 5
92.0%
+1.9 pts
Top 10
100.0%
0.0 pts
HHI
3,064
Highly concentrated+118
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 86.5% | $6,658,204 |
| Technology | 8.0% | $618,426 |
| Consumer Cyclical | 5.5% | $422,579 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +9,514 | 38,678 | $1,486,008 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 778 | $287,992 | |
| No positions match the current search. | ||||
7 positions ·
$7,699,209 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Reduced | 43,002 | $3,791,056 | 49.24% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 38,678 | $1,486,008 | 19.30% | |
| GLD |
Spdr Gold Trust
|
Held | 2,442 | $1,050,768 | 13.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,029 | $422,579 | 5.49% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,302 | $330,434 | 4.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 508 | $330,372 | 4.29% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 778 | $287,992 | 3.74% |