Campbell Deegan Wealth Management, LLC
Filing Date
Global Rank
#7,476
/ 8,517
▲ 581
Top Industry
Specialty Chemicals
13.5%
3Y Alpha vs SPY
-1.8%
Period ended 47 days ago
Filed Aug 4, 2026 · 12d
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
+23.9%
SPY
+27.3%
Annualised alpha
-2.1%
Max drawdown
−17.4%
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 97% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
21.3%
+11.0 pts
Top 5
53.4%
+12.6 pts
Top 10
68.9%
+6.1 pts
HHI
816
Diversified+301
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.1% | $8,457,167 |
| Unclassified | 23.0% | $6,928,771 |
| Basic Materials | 10.4% | $3,118,850 |
| Financial Services | 8.6% | $2,598,172 |
| Consumer Defensive | 7.6% | $2,277,317 |
| Healthcare | 7.3% | $2,205,158 |
| Utilities | 3.8% | $1,142,417 |
| Communication Services | 3.5% | $1,063,533 |
| Energy | 3.5% | $1,061,880 |
| Consumer Cyclical | 3.2% | $969,040 |
| Industrials | 0.9% | $263,227 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +325 | 4,681 | $1,746,106 | |
| NEE | Nextera Energy Inc | +324 | 7,614 | $668,280 | |
| NVDA | Nvidia Corp | +118 | 12,251 | $2,451,302 | |
| AMZN | Amazon Com Inc | +39 | 2,865 | $682,844 | |
| AVGO | Broadcom Inc. | +38 | 719 | $271,602 | |
| JPM | Jpmorgan Chase & Co | +28 | 897 | $293,615 | |
| ORCL | Oracle Corp | +24 | 1,487 | $217,919 | |
| D | Dominion Energy, Inc | +17 | 6,943 | $474,137 | |
| MO | Altria Group, Inc. | +14 | 6,858 | $493,433 | |
| CSCO | Cisco Systems, Inc. | +5 | 2,608 | $306,335 | |
| BA | Boeing Co | +4 | 1,216 | $263,227 | |
| LLY | ELI LILLY & Co | +3 | 374 | $448,586 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +2 | 1,024 | $534,927 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −1,654 | 2,976 | $1,063,533 | |
| SPY | Spdr S&P 500 ETF Trust | −1,108 | 8,562 | $6,393,844 | |
| AUB | Atlantic Union Bankshares Corp | −1,066 | 18,182 | $769,280 | |
| PM | Philip Morris International Inc. | −716 | 7,563 | $1,368,222 | |
| CVX | Chevron Corp | −654 | 2,066 | $342,460 | |
| SHW | Sherwin Williams Co | −649 | 9,058 | $3,118,850 | |
| PG | PROCTER & GAMBLE Co | −614 | 1,396 | $204,709 | |
| AAPL | Apple Inc. | −407 | 8,110 | $2,346,709 | |
| PEP | Pepsico Inc | −320 | 1,558 | $210,953 | |
| MRK | Merck & Co., Inc. | −294 | 4,327 | $556,019 | |
| XOM | ExxonMobil Holdings Corp | −75 | 5,262 | $719,420 | |
| BAC | Bank Of America Corp /De/ | −36 | 7,498 | $427,236 | |
| LOW | Lowes Companies Inc | −22 | 1,298 | $286,196 | |
| ICE | Intercontinental Exchange, Inc. | −19 | 2,906 | $357,757 | |
| JNJ | Johnson & Johnson | −10 | 2,986 | $758,354 | |
| TMO | Thermo Fisher Scientific Inc. | −5 | 882 | $442,199 | |
| No positions match the current search. | |||||
35 tracked positions ·
$30,085,532 total
· filing declares
56 positions · $141,021,091
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
PUT
CALL
+ SHARES
|
Reduced | 8,562 | $6,393,844 | 21.25% | |
| SHW |
Sherwin Williams Co
PUT
+ SHARES
Basic Materials
|
Reduced | 9,058 | $3,118,850 | 10.37% | |
| NVDA |
Nvidia Corp
PUT
+ SHARES
Technology
|
Added | 12,251 | $2,451,302 | 8.15% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 8,110 | $2,346,709 | 7.80% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,681 | $1,746,106 | 5.80% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 7,563 | $1,368,222 | 4.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,976 | $1,063,533 | 3.54% | |
| AUB |
Atlantic Union Bankshares Corp
Financial Services
|
Reduced | 18,182 | $769,280 | 2.56% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,986 | $758,354 | 2.52% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 5,262 | $719,420 | 2.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,865 | $682,844 | 2.27% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 7,614 | $668,280 | 2.22% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 4,327 | $556,019 | 1.85% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 1,024 | $534,927 | 1.78% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 6,858 | $493,433 | 1.64% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 6,943 | $474,137 | 1.58% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 200 | $454,746 | 1.51% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 374 | $448,586 | 1.49% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 882 | $442,199 | 1.47% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 679 | $433,690 | 1.44% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 7,498 | $427,236 | 1.42% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Reduced | 2,906 | $357,757 | 1.19% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,066 | $342,460 | 1.14% | |
| GL |
Globe Life Inc.
Financial Services
|
Held | 1,903 | $340,028 | 1.13% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 2,608 | $306,335 | 1.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 897 | $293,615 | 0.98% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 1,298 | $286,196 | 0.95% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 719 | $271,602 | 0.90% | |
| BA |
Boeing Co
Industrials
|
Added | 1,216 | $263,227 | 0.87% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
NEW | 814 | $228,758 | 0.76% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,487 | $217,919 | 0.72% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 1,558 | $210,953 | 0.70% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Held | 10,500 | $208,845 | 0.69% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,396 | $204,709 | 0.68% | |
| UBS |
UBS Group AG
Financial Services
|
NEW | 4,064 | $201,411 | 0.67% |
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.