Brucke Financial, Inc.

CIK

2058446

Location

INDIANAPOLIS, IN

Portfolio Value

Micro $92,281,560

Diversification

Diversified

Filing Date

Global Rank

#5,519 / 8,232 ▲ 113

Top Industry

Semiconductors 11.4%

3Y Alpha vs SPY

-2.8%

Period ended 2 months ago

Filed Apr 10, 2026 · 2mo

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

+19.6%

SPY

+23.4%

Annualised alpha

-2.8%

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, 2025

Top 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	Positions
Technology	30.3%	$27,947,869	25
Communication Services	16.3%	$14,998,435	11
Financial Services	15.8%	$14,538,098	28
Consumer Cyclical	9.3%	$8,559,949	10
Healthcare	7.6%	$7,051,519	17
Industrials	6.3%	$5,815,890	11
Consumer Defensive	6.3%	$5,770,289	7
Energy	3.3%	$3,009,837	6
Real Estate	1.9%	$1,751,423	4
Utilities	1.6%	$1,448,684	4
Basic Materials	1.3%	$1,170,364	3
Unclassified	0.2%	$219,203	1

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
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BGC	BGC Group, Inc. Financial Services	Reduced	13,175	-19,356	$128,851	−55.6%	0.14%
SAN	Banco Santander, S.A. Financial Services	Reduced	12,653	-11,743	$142,725	−50.1%	0.15%
FOLD	AMICUS THERAPEUTICS, INC. Healthcare	NEW	10,567	NEW	$152,798	NEW	0.17%
VOD	Vodafone Group Public Ltd Co Communication Services	Reduced	11,386	-8,575	$171,017	−35.1%	0.19%
AMRX	Amneal Pharmaceuticals, Inc. Healthcare	NEW	15,163	NEW	$188,476	NEW	0.20%
GM	General Motors Co Consumer Cyclical	NEW	2,699	NEW	$201,075	NEW	0.22%
GSK	GSK plc Healthcare	Reduced	3,648	-4,188	$201,333	−47.6%	0.22%
PAGP	Plains Gp Holdings LP Energy	NEW	8,314	NEW	$201,863	NEW	0.22%
AZN	Astrazeneca PLC Healthcare	NEW	1,038	NEW	$204,714	NEW	0.22%
INSM	INSMED Inc Healthcare	Reduced	1,253	-129	$204,890	−14.8%	0.22%
BXSL	Blackstone Secured Lending Fund Financial Services	NEW	8,752	NEW	$207,334	NEW	0.22%
CRC	California Resources Corp Energy	NEW	3,036	NEW	$210,151	NEW	0.23%
ABT	Abbott Laboratories Healthcare	NEW	2,073	NEW	$212,834	NEW	0.23%
RY	Royal Bank Of Canada Financial Services	Reduced	1,327	-2,166	$214,682	−64.0%	0.23%
AMT	American Tower Corp /Ma/ Real Estate	NEW	1,244	NEW	$214,689	NEW	0.23%
BCS	Barclays PLC Financial Services	Reduced	10,192	-11,898	$215,662	−61.6%	0.23%
UBS	UBS Group AG Financial Services	Reduced	5,577	-4,895	$217,893	−55.1%	0.24%
BITB	Bitwise Bitcoin ETF	NEW	5,955	NEW	$219,203	NEW	0.24%
CMC	COMMERCIAL METALS Co Industrials	NEW	3,589	NEW	$220,472	NEW	0.24%
ARCC	Ares Capital Corp Financial Services	NEW	12,536	NEW	$225,898	NEW	0.24%
SMFG	Sumitomo Mitsui Financial Group, Inc. Financial Services	Reduced	11,547	-2,894	$228,053	−18.3%	0.25%
OBDC	Blue Owl Capital Corp Financial Services	NEW	20,631	NEW	$228,178	NEW	0.25%
OGS	ONE Gas, Inc. Utilities	NEW	2,664	NEW	$229,450	NEW	0.25%
WTS	Watts Water Technologies Inc Industrials	NEW	794	NEW	$230,490	NEW	0.25%
DHR	Danaher Corp /De/ Healthcare	NEW	1,233	NEW	$233,776	NEW	0.25%
TEX	Terex Corp Industrials	NEW	3,958	NEW	$233,917	NEW	0.25%
KO	Coca Cola Co Consumer Defensive	Reduced	3,076	-56	$233,929	+6.8%	0.25%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Added	18,747	+7,949	$237,337	+62.0%	0.26%
CRUS	Cirrus Logic, Inc. Technology	NEW	1,677	NEW	$242,527	NEW	0.26%
BBVA	Banco Bilbao Vizcaya Argentaria, S.A. Financial Services	Reduced	11,205	-26,193	$242,700	−72.2%	0.26%
BTI	British American Tobacco p.l.c. Consumer Defensive	Reduced	4,256	-6,359	$248,848	−58.6%	0.27%
NGG	National Grid PLC Utilities	Reduced	2,992	-2,400	$253,123	−39.3%	0.27%
APP	AppLovin Corp Communication Services	Reduced	637	-73	$253,526	−47.0%	0.27%
SANM	Sanmina Corp Technology	Added	1,960	+331	$254,094	+3.9%	0.28%
BPRE	Bluerock Private Real Estate Fund Financial Services	Added	15,319	+2	$254,448	+10.7%	0.28%
GEV	GE Vernova Inc. Industrials	NEW	296	NEW	$258,378	NEW	0.28%
HCA	HCA Healthcare, Inc. Healthcare	NEW	553	NEW	$261,701	NEW	0.28%
MSBI	Midland States Bancorp, Inc. Financial Services	NEW	11,744	NEW	$262,008	NEW	0.28%
MMSI	Merit Medical Systems Inc Healthcare	NEW	3,858	NEW	$265,931	NEW	0.29%
LFUS	Littelfuse Inc /De Technology	NEW	811	NEW	$275,212	NEW	0.30%
TEL	TE Connectivity plc Technology	Added	1,318	+433	$275,488	+36.8%	0.30%
CRH	Crh Public Ltd Co Basic Materials	Reduced	2,643	-4,065	$277,832	−66.8%	0.30%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	898	-243	$279,089	−20.0%	0.30%
TM	Toyota Motor Corp/ Consumer Cyclical	Reduced	1,382	-1,118	$284,816	−46.8%	0.31%
EQIX	Equinix Inc Real Estate	NEW	296	NEW	$290,151	NEW	0.31%
JXN	Jackson Financial Inc. Financial Services	Added	2,829	+847	$299,081	+41.5%	0.32%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,342	-504	$317,087	−28.8%	0.34%
SHOP	Shopify Inc. Technology	Reduced	2,692	-1,080	$319,325	−47.4%	0.35%
GMED	Globus Medical Inc Healthcare	NEW	3,817	NEW	$328,872	NEW	0.36%
DDS	Dillard's, Inc. Consumer Cyclical	NEW	592	NEW	$338,689	NEW	0.37%