Brucke Financial, Inc.
CIK
2058446
Location
INDIANAPOLIS, IN
Portfolio Value
Small
$105,945,583
Diversification
Diversified
Filing Date
Global Rank
#5,816
/ 8,517
▼ 182
Top Industry
Semiconductors
15.1%
3Y Alpha vs SPY
+9.0%
Period ended 46 days ago
Filed Jul 21, 2026 · 25d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+42.1%
SPY
+27.3%
Annualised alpha
+8.9%
Max drawdown
−18.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
137 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.2%
−12.9 pts
Top 5
28.0%
−10.5 pts
Top 10
41.3%
−9.6 pts
HHI
241
Diversified−313
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.5% | $38,621,123 |
| Communication Services | 15.3% | $16,240,330 |
| Financial Services | 14.4% | $15,206,765 |
| Consumer Cyclical | 8.9% | $9,404,706 |
| Industrials | 7.1% | $7,522,500 |
| Healthcare | 6.4% | $6,786,941 |
| Consumer Defensive | 5.2% | $5,517,882 |
| Real Estate | 1.8% | $1,859,740 |
| Energy | 1.7% | $1,752,292 |
| Utilities | 1.4% | $1,495,046 |
| Basic Materials | 1.1% | $1,133,920 |
| Unclassified | 0.4% | $404,338 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNB | Fnb Corp/Pa/ | +5,955 | 34,022 | $649,139 | |
| VZ | Verizon Communications Inc | +5,711 | 17,173 | $727,104 | |
| CVNA | Carvana Co. | +4,482 | 5,650 | $371,883 | |
| T | At&T Inc. | +3,931 | 41,827 | $865,818 | |
| DUK | Duke Energy CORP | +1,199 | 4,249 | $537,838 | |
| MSFT | Microsoft Corp | +1,193 | 10,517 | $3,923,051 | |
| SAP | Sap SE | +1,172 | 3,228 | $497,467 | |
| NVDA | Nvidia Corp | +926 | 38,296 | $7,662,646 | |
| META | Meta Platforms, Inc. | +802 | 7,589 | $4,274,807 | |
| BXSL | Blackstone Secured Lending Fund | +784 | 9,536 | $226,098 | |
| MRK | Merck & Co., Inc. | +662 | 6,337 | $814,304 | |
| TJX | Tjx Companies Inc /De/ | +640 | 3,192 | $483,588 | |
| AAPL | Apple Inc. | +568 | 22,544 | $6,523,331 | |
| BUD | Anheuser-Busch InBev SA/NV | +477 | 5,914 | $487,313 | |
| HSBC | Hsbc Holdings PLC | +450 | 4,778 | $454,340 | |
| WMT | Walmart Inc. | +449 | 28,121 | $3,184,984 | |
| AVGO | Broadcom Inc. | +441 | 6,227 | $2,352,249 | |
| KO | Coca Cola Co | +434 | 3,510 | $285,257 | |
| CMC | COMMERCIAL METALS Co | +432 | 4,021 | $252,317 | |
| TSLA | Tesla, Inc. | +429 | 3,575 | $1,503,645 | |
| GOOGL | Alphabet Inc. | +418 | 16,470 | $5,885,883 | |
| ACN | Accenture plc | +418 | 2,650 | $329,766 | |
| SHEL | Shell plc | +404 | 5,404 | $419,026 | |
| BITB | Bitwise Bitcoin ETF | +403 | 6,358 | $202,565 | |
| GM | General Motors Co | +386 | 3,085 | $237,791 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | −4,779 | 21,131 | $1,204,044 | |
| PNFP | Pinnacle Financial Partners, Inc. | −3,624 | 3,961 | $399,585 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | −1,728 | 17,019 | $219,204 | |
| NVS | Novartis AG | −1,545 | 2,999 | $470,003 | |
| BCS | Barclays PLC | −1,150 | 9,042 | $242,868 | |
| SAN | Banco Santander, S.A. | −1,148 | 11,505 | $158,769 | |
| C | Citigroup Inc | −1,132 | 6,490 | $908,340 | |
| INTC | Intel Corp | −1,130 | 7,103 | $991,791 | |
| BPRE | Bluerock Private Real Estate Fund | −1,064 | 14,255 | $185,457 | |
| AEIS | Advanced Energy Industries Inc | −881 | 736 | $274,432 | |
| ARCC | Ares Capital Corp | −863 | 11,673 | $216,300 | |
| VOD | Vodafone Group Public Ltd Co | −805 | 10,581 | $139,986 | |
| TMUS | T-Mobile US, Inc. | −788 | 5,515 | $925,030 | |
| MGY | Magnolia Oil & Gas Corp | −612 | 10,261 | $262,476 | |
| SANM | Sanmina Corp | −586 | 1,374 | $347,731 | |
| MS | Morgan Stanley | −582 | 2,626 | $548,939 | |
| OBDC | Blue Owl Capital Corp | −559 | 20,072 | $218,182 | |
| NGG | National Grid PLC | −524 | 2,468 | $204,523 | |
| WFC | Wells Fargo & Company/Mn | −495 | 14,029 | $1,159,356 | |
| AMZN | Amazon Com Inc | −490 | 22,105 | $5,268,505 | |
| BTI | British American Tobacco p.l.c. | −472 | 3,784 | $233,699 | |
| VST | Vistra Corp. | −416 | 3,354 | $532,045 | |
| TEX | Terex Corp | −412 | 3,546 | $256,694 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | −332 | 11,215 | $264,449 | |
| PLD | Prologis, Inc. | −296 | 5,590 | $757,277 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KLAC | Kla Corp | 1,333 | $402,179 | |
| WBD | Warner Bros. Discovery, Inc. | 14,787 | $394,221 | |
| BTSG | BrightSpring Health Services, Inc. | 4,728 | $329,730 | |
| PANW | Palo Alto Networks Inc | 868 | $296,005 | |
| TXN | Texas Instruments Inc | 961 | $286,445 | |
| URI | United Rentals, Inc. | 235 | $266,229 | |
| BP | Bp PLC | 6,986 | $258,132 | |
| FELE | Franklin Electric Co Inc | 2,124 | $227,671 | |
| ANET | Arista Networks, Inc. | 1,328 | $225,600 | |
| FTNT | Fortinet, Inc. | 1,465 | $225,053 | |
| ENS | EnerSys | 949 | $221,895 | |
| POR | Portland General Electric Co /Or/ | 4,257 | $220,640 | |
| MPC | Marathon Petroleum Corp | 842 | $215,274 | |
| RUSHA | Rush Enterprises Inc \Tx\ | 2,885 | $210,576 | |
| BMO | Bank Of Montreal /Can/ | 1,169 | $206,562 | |
| APH | Amphenol Corp /De/ | 1,170 | $206,294 | |
| UBER | Uber Technologies, Inc | 2,856 | $206,088 | |
| ADI | Analog Devices Inc | 517 | $205,336 | |
| HALO | Halozyme Therapeutics, Inc. | 2,594 | $203,032 | |
| QQQ | Invesco Qqq Trust, Series 1 | 274 | $201,773 | |
| ERIC | Ericsson Lm Telephone Co | 11,627 | $129,641 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 366,593 | $23,491,279 | |
| XOM | ExxonMobil Holdings Corp | 7,937 | $1,346,591 | |
| BNDX | Vanguard Total International Bond ETF | 15,944 | $766,109 | |
| TM | Toyota Motor Corp/ | 1,382 | $284,816 | |
| HCA | HCA Healthcare, Inc. | 553 | $261,701 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | 11,205 | $242,700 | |
| DHR | Danaher Corp /De/ | 1,233 | $233,776 | |
| OGS | ONE Gas, Inc. | 2,664 | $229,450 | |
| ABT | Abbott Laboratories | 2,073 | $212,834 | |
| CRC | California Resources Corp | 3,036 | $210,151 | |
| INSM | INSMED Inc | 1,253 | $204,890 | |
| AZN | Astrazeneca PLC | 1,038 | $204,714 | |
| GSK | GSK plc | 3,648 | $201,333 | |
| FOLD | AMICUS THERAPEUTICS, INC. | 10,567 | $0 | |
| No positions match the current search. | ||||
137 tracked positions ·
$105,945,583 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 137 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 38,296 | $7,662,646 | 7.23% | |
| AAPL |
Apple Inc.
Technology
|
Added | 22,544 | $6,523,331 | 6.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 16,470 | $5,885,883 | 5.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 22,105 | $5,268,505 | 4.97% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,589 | $4,274,807 | 4.03% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,517 | $3,923,051 | 3.70% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 28,121 | $3,184,984 | 3.01% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 2,522 | $2,685,677 | 2.53% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,227 | $2,352,249 | 2.22% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 3,888 | $1,945,516 | 1.84% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,529 | $1,764,909 | 1.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,357 | $1,753,506 | 1.66% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 2,109 | $1,524,807 | 1.44% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,575 | $1,503,645 | 1.42% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 736 | $1,464,227 | 1.38% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,197 | $1,435,717 | 1.36% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 3,229 | $1,399,222 | 1.32% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,394 | $1,390,698 | 1.31% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 21,131 | $1,204,044 | 1.14% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 14,029 | $1,159,356 | 1.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,299 | $1,091,817 | 1.03% | |
| INTC |
Intel Corp
Technology
|
Reduced | 7,103 | $991,791 | 0.94% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 2,822 | $968,199 | 0.91% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 5,186 | $958,320 | 0.90% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 5,515 | $925,030 | 0.87% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 9,591 | $923,133 | 0.87% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 6,490 | $908,340 | 0.86% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 7,592 | $891,756 | 0.84% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 12,489 | $891,714 | 0.84% | |
| T |
At&T Inc.
Communication Services
|
Added | 41,827 | $865,818 | 0.82% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 6,337 | $814,304 | 0.77% | |
| ORCL |
Oracle Corp
Technology
|
Added | 5,390 | $789,904 | 0.75% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 5,590 | $757,277 | 0.71% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 17,173 | $727,104 | 0.69% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,810 | $707,108 | 0.67% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 728 | $681,022 | 0.64% | |
| GE |
General Electric Co
Industrials
|
Added | 1,763 | $658,885 | 0.62% | |
| FNB |
Fnb Corp/Pa/
Financial Services
|
Added | 34,022 | $649,139 | 0.61% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 4,064 | $636,666 | 0.60% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 2,622 | $595,115 | 0.56% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,379 | $573,153 | 0.54% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,568 | $553,002 | 0.52% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 1,063 | $551,633 | 0.52% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 2,626 | $548,939 | 0.52% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 4,249 | $537,838 | 0.51% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,574 | $532,405 | 0.50% | |
| VST |
Vistra Corp.
Utilities
|
Reduced | 3,354 | $532,045 | 0.50% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,042 | $530,857 | 0.50% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 4,434 | $517,314 | 0.49% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 985 | $505,896 | 0.48% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.