BIP Alliance, LLC

CIK

2056367

Location

ATLANTA, GA

Portfolio Value

Micro $475,274

Diversification

Diversified

Filing Date

Global Rank

#7,227 / 7,991 ▲ 25

Top Industry

Semiconductors 16.2%

3Y Alpha vs SPY

-9.0%

Period ended 12 months ago

Filed Jul 31, 2025 · 11mo

3 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+11.0%

SPY

+23.4%

Annualised alpha

-9.0%

Max drawdown

−22.5%

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

27 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

11.8%

−2.5 pts

Top 5

50.9%

−0.4 pts

Top 10

74.4%

+1.3 pts

HHI

691

Diversified−46

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	36.9%	$7,579,535	7
Financial Services	15.7%	$3,216,261	6
Consumer Cyclical	13.1%	$2,697,353	5
Unclassified	11.1%	$2,274,305	1
Industrials	9.6%	$1,966,182	1
Communication Services	7.5%	$1,531,305	3
Healthcare	3.9%	$809,485	2
Consumer Defensive	2.3%	$475,274	2

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+1,062	3,681	$2,274,305
BRK-B	Berkshire Hathaway Inc	+1,008	1,844	$895,759
NVDA	Nvidia Corp	+999	12,002	$1,896,195
AAPL	Apple Inc.	+818	11,856	$2,432,495
AFL	Aflac Inc	+588	9,648	$1,017,478
JNJ	Johnson & Johnson	+306	3,105	$474,288
AMZN	Amazon Com Inc	+145	6,240	$1,368,993
AVGO	Broadcom Inc.	+118	2,219	$611,667
TSLA	Tesla, Inc.	+50	1,649	$523,821
V	Visa Inc.	+31	1,275	$452,688
MSFT	Microsoft Corp	+31	3,806	$1,893,142
JPM	Jpmorgan Chase & Co	+22	1,805	$523,287
MA	Mastercard Inc	+5	480	$269,731
NFLX	Netflix Inc	+4	407	$54,502
DRI	Darden Restaurants Inc	+2	972	$211,866
COST	Costco Wholesale Corp /New	+2	255	$252,434
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	−11,112	22,690	$68,523
GPN	Global Payments Inc	−1,363	24,565	$1,966,182
SW	Smurfit Westrock plc	−229	8,807	$380,022
GOOGL	Alphabet Inc.	−122	3,040	$535,739
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−92	2,000	$452,980
MFG	Mizuho Financial Group Inc	−26	10,309	$57,318
META	Meta Platforms, Inc.	−21	1,275	$941,064
LLY	ELI LILLY & Co	−17	430	$335,197
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,027	$224,533
WMT	Walmart Inc.	2,279	$222,840
HD	Home Depot, Inc.	580	$212,651
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
IBN	Icici Bank Ltd	7,121	$224,453
XOM	Exxon Mobil Corp	1,759	$209,197
ABBV	AbbVie Inc.	998	$209,100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $475,274 total · Consumer Defensive only · as of Jun 30, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
COST	Costco Wholesale Corp /New Consumer Defensive	Added	255	+2	$252,434	+5.5%	53.11%
WMT	Walmart Inc. Consumer Defensive	NEW	2,279	NEW	$222,840	NEW	46.89%