Elite Financial, Inc.
Filing Date
Global Rank
#8,169
/ 8,605
▲ 73
· as of Mar 2026
Top Industry
Discount Stores
21.1%
3Y Alpha vs SPY
+1.2%
Period ended 3 months ago
Filed May 12, 2026 · 58d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+26.3%
SPY
+24.4%
Annualised alpha
+1.3%
Max drawdown
−12.5%
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
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.2%
+0.1 pts
Top 5
57.9%
−0.2 pts
Top 10
81.8%
+0.7 pts
HHI
1,060
Diversified+16
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 50.3% | $4,561,139 |
| Consumer Defensive | 15.6% | $1,411,062 |
| Consumer Cyclical | 10.7% | $966,588 |
| Technology | 9.3% | $844,927 |
| Energy | 7.6% | $692,005 |
| Healthcare | 3.5% | $316,012 |
| Utilities | 3.0% | $271,993 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOL | abrdn Gold ETF Trust | +150 | 41,001 | $1,829,464 | |
| TSLA | Tesla, Inc. | +60 | 781 | $290,336 | |
| COST | Costco Wholesale Corp /New | +11 | 501 | $499,211 | |
| XOM | Exxon Mobil Corp | +2 | 1,666 | $282,653 | |
| SPY | Spdr S&P 500 ETF Trust | +1 | 751 | $488,405 | |
| IBM | International Business Machines Corp | +1 | 1,479 | $358,494 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
16 positions ·
$9,063,726 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
Added | 41,001 | $1,829,464 | 20.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 2,992 | $1,726,922 | 19.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,247 | $676,252 | 7.46% | |
| GLD |
Spdr Gold Trust
|
Held | 1,200 | $516,348 | 5.70% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 501 | $499,211 | 5.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 751 | $488,405 | 5.39% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 2,800 | $462,952 | 5.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,612 | $448,899 | 4.95% | |
| ENB |
Enbridge Inc
Energy
|
Held | 7,561 | $409,352 | 4.52% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,479 | $358,494 | 3.96% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,453 | $316,012 | 3.49% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 781 | $290,336 | 3.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 1,666 | $282,653 | 3.12% | |
| SO |
Southern Co
Utilities
|
Reduced | 2,818 | $271,993 | 3.00% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 805 | $249,155 | 2.75% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 641 | $237,278 | 2.62% |