Lighthouse Financial LLC
Filing Date
Global Rank
#5,776
/ 8,232
▲ 430
Top Industry
Semiconductors
35.2%
3Y Alpha vs SPY
+3.8%
Period ended 2 months ago
Filed May 14, 2026 · 31d
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
+28.8%
SPY
+23.4%
Annualised alpha
+3.8%
Max drawdown
−24.7%
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
50 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.0%
−2.2 pts
Top 5
53.3%
−4.8 pts
Top 10
73.6%
−1.3 pts
HHI
905
Diversified−127
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.9% | $35,251,558 |
| Healthcare | 14.7% | $11,775,069 |
| Unclassified | 12.9% | $10,326,983 |
| Industrials | 12.2% | $9,771,680 |
| Consumer Cyclical | 10.3% | $8,272,461 |
| Communication Services | 2.2% | $1,791,939 |
| Energy | 1.9% | $1,519,567 |
| Financial Services | 1.4% | $1,161,419 |
| Consumer Defensive | 0.6% | $457,039 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JOBY | Joby Aviation, Inc. | +51,508 | 146,473 | $1,209,866 | |
| NVDA | Nvidia Corp | +7,101 | 105,770 | $18,446,288 | |
| CRWV | CoreWeave, Inc. | +6,220 | 18,028 | $1,396,629 | |
| RDDT | Reddit, Inc. | +5,230 | 6,310 | $849,641 | |
| AVGO | Broadcom Inc. | +4,731 | 7,826 | $2,422,225 | |
| AAPL | Apple Inc. | +4,217 | 15,138 | $3,841,873 | |
| MSFT | Microsoft Corp | +3,152 | 10,177 | $3,767,220 | |
| AMZN | Amazon Com Inc | +2,590 | 26,572 | $5,534,150 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | +2,547 | 6,277 | $2,802,931 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +2,527 | 10,293 | $3,478,519 | |
| QS | QuantumScape Corp | +2,000 | 22,300 | $142,274 | |
| QQQ | Invesco Qqq Trust, Series 1 | +842 | 17,402 | $10,044,086 | |
| LLY | ELI LILLY & Co | +527 | 5,138 | $4,725,778 | |
| TSLA | Tesla, Inc. | +434 | 1,722 | $640,153 | |
| C | Citigroup Inc | +337 | 2,675 | $303,371 | |
| BRK-B | Berkshire Hathaway Inc | +152 | 852 | $408,278 | |
| XOM | Exxon Mobil Corp | +66 | 5,489 | $931,263 | |
| META | Meta Platforms, Inc. | +50 | 1,647 | $942,298 | |
| JNJ | Johnson & Johnson | +41 | 1,999 | $488,635 | |
| PG | PROCTER & GAMBLE Co | +31 | 1,537 | $222,004 | |
| JPM | Jpmorgan Chase & Co | +27 | 1,529 | $449,770 | |
| ABT | Abbott Laboratories | +22 | 4,386 | $450,310 | |
| SPY | Spdr S&P 500 ETF Trust | +20 | 435 | $282,897 | |
| TJX | Tjx Companies Inc /De/ | +14 | 1,674 | $267,337 | |
| PANW | Palo Alto Networks Inc | +13 | 2,039 | $326,892 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GE | General Electric Co | −816 | 7,432 | $2,108,978 | |
| VRT | Vertiv Holdings Co | −690 | 16,209 | $4,061,651 | |
| PFE | Pfizer Inc | −571 | 7,992 | $224,415 | |
| ORCL | Oracle Corp | −90 | 1,371 | $201,687 | |
| ABBV | AbbVie Inc. | −86 | 3,281 | $713,584 | |
| CSCO | Cisco Systems, Inc. | −65 | 4,215 | $327,041 | |
| MGM | MGM Resorts International | −50 | 20,950 | $775,359 | |
| AMGN | Amgen Inc | −46 | 2,504 | $881,032 | |
| MELI | Mercadolibre Inc | −1 | 371 | $641,466 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
50 positions ·
$80,327,715 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 105,770 | $18,446,288 | 22.96% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 17,402 | $10,044,086 | 12.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 26,572 | $5,534,150 | 6.89% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 5,138 | $4,725,778 | 5.88% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 16,209 | $4,061,651 | 5.06% | |
| AAPL |
Apple Inc.
Technology
|
Added | 15,138 | $3,841,873 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,177 | $3,767,220 | 4.69% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 10,293 | $3,478,519 | 4.33% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 6,277 | $2,802,931 | 3.49% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,826 | $2,422,225 | 3.02% | |
| GE |
General Electric Co
Industrials
|
Reduced | 7,432 | $2,108,978 | 2.63% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,910 | $1,667,239 | 2.08% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Added | 18,028 | $1,396,629 | 1.74% | |
| JOBY |
Joby Aviation, Inc.
Industrials
|
Added | 146,473 | $1,209,866 | 1.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,647 | $942,298 | 1.17% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 5,489 | $931,263 | 1.16% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 2,504 | $881,032 | 1.10% | |
| RDDT |
Reddit, Inc.
Communication Services
|
Added | 6,310 | $849,641 | 1.06% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
Reduced | 20,950 | $775,359 | 0.97% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 3,281 | $713,584 | 0.89% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 371 | $641,466 | 0.80% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,722 | $640,153 | 0.80% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 2,342 | $633,721 | 0.79% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,999 | $488,635 | 0.61% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 4,386 | $450,310 | 0.56% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,529 | $449,770 | 0.56% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 852 | $408,278 | 0.51% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,670 | $404,791 | 0.50% | |
| COP |
Conocophillips
Energy
|
Added | 2,722 | $359,304 | 0.45% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 4,215 | $327,041 | 0.41% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 2,039 | $326,892 | 0.41% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 2,613 | $320,824 | 0.40% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 940 | $317,569 | 0.40% | |
| C |
Citigroup Inc
Financial Services
|
Added | 2,675 | $303,371 | 0.38% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 435 | $282,897 | 0.35% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 1,150 | $271,722 | 0.34% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 1,674 | $267,337 | 0.33% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 1,912 | $250,376 | 0.31% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 835 | $239,645 | 0.30% | |
| VFF |
Village Farms International, Inc.
Consumer Defensive
|
Held | 82,759 | $235,035 | 0.29% | |
| TKR |
Timken Co
Industrials
|
NEW | 2,326 | $233,925 | 0.29% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Added | 3,266 | $232,473 | 0.29% | |
| PSX |
Phillips 66
Energy
|
NEW | 1,257 | $229,000 | 0.29% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 7,992 | $224,415 | 0.28% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,537 | $222,004 | 0.28% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Held | 2,979 | $213,951 | 0.27% | |
| ATEC |
Alphatec Holdings, Inc.
Healthcare
|
Held | 18,970 | $206,393 | 0.26% | |
| BIIB |
Biogen Inc.
Healthcare
|
NEW | 1,101 | $201,846 | 0.25% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,371 | $201,687 | 0.25% | |
| QS |
QuantumScape Corp
Consumer Cyclical
|
Added | 22,300 | $142,274 | 0.18% |