McMill Wealth Management
Filing Date
Global Rank
#7,992
/ 8,588
▲ 140
Top Industry
Insurance - Diversified
24.5%
3Y Alpha vs SPY
-5.4%
Period ended 3 months ago
Filed May 13, 2026 · 35d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.2%
SPY
+24.9%
Annualised alpha
-4.7%
Max drawdown
−13.7%
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
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.5%
−3.8 pts
Top 5
64.7%
−0.5 pts
Top 10
90.6%
+1.9 pts
HHI
1,207
Diversified−88
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 26.7% | $3,400,385 |
| Industrials | 22.9% | $2,918,148 |
| Technology | 21.5% | $2,741,780 |
| Basic Materials | 15.2% | $1,930,107 |
| Consumer Cyclical | 12.0% | $1,533,215 |
| Energy | 1.6% | $205,458 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −19 | 4,722 | $1,198,396 | |
| No positions match the current search. | |||||
1 positions ·
$1,930,107 total
· Basic Materials only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NUE |
Nucor Corp
Basic Materials
|
NEW | 11,414 | $1,930,107 | 100.00% |