Lighthouse Financial LLC

CIK

2057556

Location

LARGO, FL

Portfolio Value

Micro $457,039

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	43.9%	$35,251,558	12
Healthcare	14.7%	$11,775,069	12
Unclassified	12.9%	$10,326,983	2
Industrials	12.2%	$9,771,680	7
Consumer Cyclical	10.3%	$8,272,461	7
Communication Services	2.2%	$1,791,939	2
Energy	1.9%	$1,519,567	3
Financial Services	1.4%	$1,161,419	3
Consumer Defensive	0.6%	$457,039	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	2,342	$633,721
MU	Micron Technology Inc	940	$317,569
TKR	Timken Co	2,326	$233,925
PSX	Phillips 66	1,257	$229,000
BIIB	Biogen Inc.	1,101	$201,846
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	11,171	$568,380
FSLR	First Solar, Inc.	950	$248,168
RGTI	Rigetti Computing, Inc.	10,000	$221,500
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $457,039 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
VFF	Village Farms International, Inc. Consumer Defensive	Held	82,759	0	$235,035	−22.2%	51.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,537	+31	$222,004	+2.9%	48.57%