Challenger Wealth Management
Filing Date
Global Rank
#5,990
/ 8,232
▲ 226
Top Industry
Oil & Gas Integrated
12.3%
3Y Alpha vs SPY
-5.5%
Period ended 2 months ago
Filed May 28, 2026 · 17d
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
+15.8%
SPY
+23.4%
Annualised alpha
-5.5%
Max drawdown
−17.2%
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
51 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.4%
−0.4 pts
Top 5
31.6%
−1.5 pts
Top 10
53.9%
−0.9 pts
HHI
375
Diversified−9
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.3% | $18,503,689 |
| Energy | 16.3% | $11,479,060 |
| Consumer Cyclical | 15.5% | $10,869,090 |
| Financial Services | 14.1% | $9,918,995 |
| Industrials | 8.6% | $6,035,459 |
| Consumer Defensive | 8.4% | $5,905,290 |
| Communication Services | 6.6% | $4,613,099 |
| Healthcare | 2.2% | $1,527,837 |
| Utilities | 1.6% | $1,138,257 |
| Real Estate | 0.4% | $300,716 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +425 | 5,107 | $1,725,910 | |
| NVDA | Nvidia Corp | +231 | 21,427 | $3,736,868 | |
| FTAI | FTAI Aviation Ltd. | +160 | 1,542 | $377,790 | |
| VZ | Verizon Communications Inc | +93 | 6,594 | $331,018 | |
| HD | Home Depot, Inc. | +60 | 3,463 | $1,138,946 | |
| AVGO | Broadcom Inc. | +56 | 7,105 | $2,199,068 | |
| TSLA | Tesla, Inc. | +48 | 11,508 | $4,278,099 | |
| MU | Micron Technology Inc | +42 | 759 | $256,420 | |
| COST | Costco Wholesale Corp /New | +35 | 2,393 | $2,384,456 | |
| EPD | Enterprise Products Partners L.P. | +22 | 9,486 | $358,950 | |
| WELL | Welltower Inc. | +19 | 1,521 | $300,716 | |
| HIG | Hartford Insurance Group, Inc. | +18 | 4,781 | $646,534 | |
| META | Meta Platforms, Inc. | +13 | 590 | $337,556 | |
| LMT | Lockheed Martin Corp | +12 | 2,427 | $1,466,854 | |
| HCA | HCA Healthcare, Inc. | +9 | 1,928 | $912,406 | |
| CVX | Chevron Corp | +8 | 18,825 | $3,894,892 | |
| LLY | ELI LILLY & Co | +5 | 279 | $256,615 | |
| PH | Parker-Hannifin Corp | +1 | 643 | $575,639 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARCC | Ares Capital Corp | −20,611 | 225,180 | $4,057,743 | |
| PG | PROCTER & GAMBLE Co | −1,483 | 9,551 | $1,379,546 | |
| OKE | Oneok Inc /New/ | −1,449 | 5,626 | $508,534 | |
| CNQ | Canadian Natural Resources Ltd | −829 | 7,116 | $346,762 | |
| XOM | Exxon Mobil Corp | −570 | 28,202 | $4,784,751 | |
| ADP | Automatic Data Processing Inc | −488 | 4,562 | $926,907 | |
| MET | Metlife Inc | −401 | 6,967 | $492,706 | |
| AAPL | Apple Inc. | −391 | 20,550 | $5,215,384 | |
| WMB | Williams Companies, Inc. | −324 | 6,894 | $501,745 | |
| WMT | Walmart Inc. | −287 | 8,281 | $1,029,162 | |
| AMZN | Amazon Com Inc | −222 | 17,440 | $3,632,228 | |
| MSFT | Microsoft Corp | −171 | 8,417 | $3,115,720 | |
| GOOGL | Alphabet Inc. | −171 | 9,676 | $2,782,430 | |
| MCD | Mcdonalds Corp | −124 | 1,053 | $327,261 | |
| V | Visa Inc. | −114 | 5,257 | $1,588,875 | |
| MPC | Marathon Petroleum Corp | −98 | 4,437 | $1,083,426 | |
| TMUS | T-Mobile US, Inc. | −79 | 5,533 | $1,162,095 | |
| ETR | Entergy Corp /De/ | −77 | 2,354 | $264,495 | |
| DUK | Duke Energy CORP | −72 | 6,673 | $873,762 | |
| IBM | International Business Machines Corp | −67 | 1,760 | $426,606 | |
| CB | Chubb Ltd | −67 | 756 | $246,403 | |
| KO | Coca Cola Co | −62 | 7,563 | $575,166 | |
| TT | Trane Technologies plc | −50 | 2,937 | $1,223,965 | |
| ASML | Asml Holding NV | −30 | 682 | $900,806 | |
| NOC | Northrop Grumman Corp /De/ | −28 | 865 | $590,137 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
5 positions
2 positions ·
$1,138,257 total
· Utilities only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 6,673 | $873,762 | 76.76% | |
| ETR |
Entergy Corp /De/
Utilities
|
Reduced | 2,354 | $264,495 | 23.24% |