Brucke Financial, Inc.
Filing Date
Global Rank
#5,519
/ 8,232
▲ 113
Top Industry
Semiconductors
11.4%
3Y Alpha vs SPY
-2.9%
Period ended 2 months ago
Filed Apr 10, 2026 · 2mo
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
+19.4%
SPY
+23.4%
Annualised alpha
-2.9%
Max drawdown
−19.8%
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
127 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.1%
+0.2 pts
Top 5
27.4%
+1.0 pts
Top 10
40.8%
+1.0 pts
HHI
237
Diversified+11
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.3% | $27,947,869 |
| Communication Services | 16.3% | $14,998,435 |
| Financial Services | 15.8% | $14,538,098 |
| Consumer Cyclical | 9.3% | $8,559,949 |
| Healthcare | 7.6% | $7,051,519 |
| Industrials | 6.3% | $5,815,890 |
| Consumer Defensive | 6.3% | $5,770,289 |
| Energy | 3.3% | $3,009,837 |
| Real Estate | 1.9% | $1,751,423 |
| Utilities | 1.6% | $1,448,684 |
| Basic Materials | 1.3% | $1,170,364 |
| Unclassified | 0.2% | $219,203 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | +21,861 | 37,896 | $1,098,605 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | +7,949 | 18,747 | $237,337 | |
| C | Citigroup Inc | +5,623 | 7,622 | $864,411 | |
| BAC | Bank Of America Corp /De/ | +4,534 | 25,910 | $1,263,112 | |
| DIS | Walt Disney Co | +3,521 | 9,621 | $927,271 | |
| NFLX | Netflix Inc | +3,147 | 12,694 | $1,220,528 | |
| AMZN | Amazon Com Inc | +2,910 | 22,595 | $4,705,860 | |
| PLD | Prologis, Inc. | +1,991 | 5,886 | $778,011 | |
| VST | Vistra Corp. | +1,730 | 3,770 | $566,744 | |
| MRK | Merck & Co., Inc. | +1,726 | 5,675 | $682,645 | |
| MS | Morgan Stanley | +1,064 | 3,208 | $527,940 | |
| EA | Electronic Arts Inc. | +1,036 | 2,170 | $442,397 | |
| DUK | Duke Energy CORP | +1,005 | 3,050 | $399,367 | |
| ORCL | Oracle Corp | +1,005 | 5,311 | $781,301 | |
| JXN | Jackson Financial Inc. | +847 | 2,829 | $299,081 | |
| AAPL | Apple Inc. | +795 | 21,976 | $5,577,289 | |
| LMT | Lockheed Martin Corp | +765 | 1,258 | $760,322 | |
| JNJ | Johnson & Johnson | +741 | 4,201 | $1,026,892 | |
| MSFT | Microsoft Corp | +735 | 9,324 | $3,451,465 | |
| ACN | Accenture plc | +722 | 2,232 | $442,583 | |
| PLTR | Palantir Technologies Inc. | +669 | 4,271 | $624,761 | |
| LIN | Linde PLC | +553 | 1,092 | $541,369 | |
| V | Visa Inc. | +475 | 2,916 | $881,331 | |
| XOM | Exxon Mobil Corp | +439 | 7,937 | $1,346,591 | |
| TEL | TE Connectivity plc | +433 | 1,318 | $275,488 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | −26,193 | 11,205 | $242,700 | |
| BGC | BGC Group, Inc. | −19,356 | 13,175 | $128,851 | |
| BCS | Barclays PLC | −11,898 | 10,192 | $215,662 | |
| SAN | Banco Santander, S.A. | −11,743 | 12,653 | $142,725 | |
| CMCSA | Comcast Corp | −9,963 | 16,960 | $486,921 | |
| VOD | Vodafone Group Public Ltd Co | −8,575 | 11,386 | $171,017 | |
| SHEL | Shell plc | −6,753 | 5,000 | $465,000 | |
| BTI | British American Tobacco p.l.c. | −6,359 | 4,256 | $248,848 | |
| CSCO | Cisco Systems, Inc. | −6,336 | 7,377 | $572,381 | |
| HSBC | Hsbc Holdings PLC | −5,629 | 4,328 | $357,016 | |
| UBS | UBS Group AG | −4,895 | 5,577 | $217,893 | |
| GSK | GSK plc | −4,188 | 3,648 | $201,333 | |
| TD | Toronto Dominion Bank | −4,160 | 3,702 | $345,433 | |
| CRH | Crh Public Ltd Co | −4,065 | 2,643 | $277,832 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | −2,894 | 11,547 | $228,053 | |
| SAP | Sap SE | −2,490 | 2,056 | $352,007 | |
| NGG | National Grid PLC | −2,400 | 2,992 | $253,123 | |
| RY | Royal Bank Of Canada | −2,166 | 1,327 | $214,682 | |
| TMUS | T-Mobile US, Inc. | −1,477 | 6,303 | $1,323,819 | |
| NVS | Novartis AG | −1,327 | 4,544 | $694,096 | |
| WMT | Walmart Inc. | −1,306 | 27,672 | $3,439,076 | |
| RTX | RTX Corp | −1,281 | 1,913 | $369,017 | |
| VZ | Verizon Communications Inc | −1,255 | 11,462 | $575,392 | |
| TM | Toyota Motor Corp/ | −1,118 | 1,382 | $284,816 | |
| ASML | Asml Holding NV | −1,111 | 766 | $1,011,755 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PNFP | Pinnacle Financial Partners, Inc. | 7,585 | $653,371 | |
| AEIS | Advanced Energy Industries Inc | 1,617 | $521,822 | |
| FNB | Fnb Corp/Pa/ | 28,067 | $469,280 | |
| WELL | Welltower Inc. | 2,370 | $468,572 | |
| INTC | Intel Corp | 8,233 | $363,322 | |
| NEM | NEWMONT Corp /DE/ | 3,244 | $351,163 | |
| MGY | Magnolia Oil & Gas Corp | 10,873 | $343,260 | |
| DDS | Dillard's, Inc. | 592 | $338,689 | |
| GMED | Globus Medical Inc | 3,817 | $328,872 | |
| EQIX | Equinix Inc | 296 | $290,151 | |
| LFUS | Littelfuse Inc /De | 811 | $275,212 | |
| MMSI | Merit Medical Systems Inc | 3,858 | $265,931 | |
| MSBI | Midland States Bancorp, Inc. | 11,744 | $262,008 | |
| HCA | HCA Healthcare, Inc. | 553 | $261,701 | |
| GEV | GE Vernova Inc. | 296 | $258,378 | |
| CRUS | Cirrus Logic, Inc. | 1,677 | $242,527 | |
| TEX | Terex Corp | 3,958 | $233,917 | |
| DHR | Danaher Corp /De/ | 1,233 | $233,776 | |
| WTS | Watts Water Technologies Inc | 794 | $230,490 | |
| OGS | ONE Gas, Inc. | 2,664 | $229,450 | |
| OBDC | Blue Owl Capital Corp | 20,631 | $228,178 | |
| ARCC | Ares Capital Corp | 12,536 | $225,898 | |
| CMC | COMMERCIAL METALS Co | 3,589 | $220,472 | |
| BITB | Bitwise Bitcoin ETF | 5,955 | $219,203 | |
| AMT | American Tower Corp /Ma/ | 1,244 | $214,689 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BP | Bp PLC | 14,070 | $488,651 | |
| NEE | Nextera Energy Inc | 6,027 | $483,847 | |
| BDC | Belden Inc. | 3,766 | $438,927 | |
| RELX | Relx PLC | 10,293 | $416,043 | |
| MFC | Manulife Financial Corp | 11,368 | $412,431 | |
| FELE | Franklin Electric Co Inc | 4,059 | $387,756 | |
| BCO | Brinks Co | 3,149 | $367,582 | |
| UL | Unilever PLC | 5,529 | $361,596 | |
| RIO | Rio Tinto PLC | 4,216 | $337,406 | |
| SNY | Sanofi | 6,894 | $334,083 | |
| UBER | Uber Technologies, Inc | 4,081 | $333,458 | |
| ENS | EnerSys | 2,193 | $321,822 | |
| ITGR | Integer Holdings Corp | 4,002 | $313,876 | |
| ADSK | Autodesk, Inc. | 1,041 | $308,146 | |
| BKNG | Booking Holdings Inc. | 57 | $305,253 | |
| TXN | Texas Instruments Inc | 1,716 | $297,708 | |
| EQNR | Equinor ASA | 12,036 | $284,410 | |
| SNDR | Schneider National, Inc. | 10,122 | $268,536 | |
| ERIC | Ericsson Lm Telephone Co | 27,616 | $266,494 | |
| KGC | Kinross Gold Corp | 9,271 | $261,071 | |
| SEM | Select Medical Holdings Corp | 17,039 | $253,029 | |
| TMO | Thermo Fisher Scientific Inc. | 431 | $249,742 | |
| MATX | Matson, Inc. | 1,987 | $245,493 | |
| CM | Canadian Imperial Bank Of Commerce /Can/ | 2,664 | $241,385 | |
| ADC | Agree Realty Corp | 3,326 | $239,571 | |
| No positions match the current search. | ||||
127 positions ·
$92,281,560 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 127 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 37,370 | $6,517,328 | 7.06% | |
| AAPL |
Apple Inc.
Technology
|
Added | 21,976 | $5,577,289 | 6.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 22,595 | $4,705,860 | 5.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 16,052 | $4,615,913 | 5.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 6,787 | $3,883,046 | 4.21% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 9,324 | $3,451,465 | 3.74% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 27,672 | $3,439,076 | 3.73% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,610 | $1,849,080 | 2.00% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,852 | $1,845,878 | 2.00% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,786 | $1,790,824 | 1.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,375 | $1,581,110 | 1.71% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 7,937 | $1,346,591 | 1.46% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 6,303 | $1,323,819 | 1.43% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 25,910 | $1,263,112 | 1.37% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 12,694 | $1,220,528 | 1.32% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,146 | $1,169,525 | 1.27% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 14,524 | $1,156,255 | 1.25% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,218 | $1,120,279 | 1.21% | |
| T |
At&T Inc.
Communication Services
|
Added | 37,896 | $1,098,605 | 1.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,201 | $1,026,892 | 1.11% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 766 | $1,011,755 | 1.10% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 9,621 | $927,271 | 1.00% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,916 | $881,331 | 0.96% | |
| C |
Citigroup Inc
Financial Services
|
Added | 7,622 | $864,411 | 0.94% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 794 | $791,165 | 0.86% | |
| ORCL |
Oracle Corp
Technology
|
Added | 5,311 | $781,301 | 0.85% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 5,886 | $778,011 | 0.84% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 4,111 | $767,400 | 0.83% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 1,258 | $760,322 | 0.82% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 2,108 | $720,493 | 0.78% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 4,544 | $694,096 | 0.75% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 5,675 | $682,645 | 0.74% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 3,193 | $682,216 | 0.74% | |
| PNFP |
Pinnacle Financial Partners, Inc.
Financial Services
|
NEW | 7,585 | $653,371 | 0.71% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 4,976 | $640,809 | 0.69% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 4,271 | $624,761 | 0.68% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 11,462 | $575,392 | 0.62% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 7,377 | $572,381 | 0.62% | |
| VST |
Vistra Corp.
Utilities
|
Added | 3,770 | $566,744 | 0.61% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,583 | $561,776 | 0.61% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 1,092 | $541,369 | 0.59% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,776 | $537,204 | 0.58% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 3,208 | $527,940 | 0.57% | |
| AEIS |
Advanced Energy Industries Inc
Industrials
|
NEW | 1,617 | $521,822 | 0.57% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,043 | $521,145 | 0.56% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,482 | $504,913 | 0.55% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,487 | $489,059 | 0.53% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 16,960 | $486,921 | 0.53% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 1,935 | $470,359 | 0.51% | |
| FNB |
Fnb Corp/Pa/
Financial Services
|
NEW | 28,067 | $469,280 | 0.51% |