Greenbush Financial Group, LLC
CIK
2061818
Location
ALBANY, NY
Portfolio Value
Micro
$48,058,116
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,879
/ 8,603
▲ 71
· as of Mar 2026
Top Industry
Semiconductors
21.5%
3Y Alpha vs SPY
+9.9%
Period ended 3 months ago
Filed Apr 17, 2026 · 3mo
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
+37.3%
SPY
+24.0%
Annualised alpha
+8.8%
Max drawdown
−19.0%
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
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
34.0%
−0.1 pts
Top 5
71.1%
−1.1 pts
Top 10
94.8%
−1.7 pts
HHI
1,635
Moderately concentrated−45
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.1% | $17,372,695 |
| Unclassified | 35.8% | $17,218,319 |
| Consumer Cyclical | 18.6% | $8,937,995 |
| Industrials | 4.4% | $2,097,938 |
| Communication Services | 3.8% | $1,832,532 |
| Healthcare | 1.2% | $598,637 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +1,505 | 18,043 | $4,579,132 | |
| TSLA | Tesla, Inc. | +929 | 14,724 | $5,473,647 | |
| PANW | Palo Alto Networks Inc | +899 | 19,391 | $3,108,765 | |
| AMZN | Amazon Com Inc | +604 | 15,370 | $3,201,109 | |
| PLTR | Palantir Technologies Inc. | +435 | 2,296 | $335,858 | |
| NVDA | Nvidia Corp | +430 | 26,403 | $4,604,683 | |
| AMD | Advanced Micro Devices Inc | +403 | 9,896 | $2,013,143 | |
| MSFT | Microsoft Corp | +372 | 7,378 | $2,731,114 | |
| GNRC | Generac Holdings Inc. | +329 | 8,658 | $1,691,167 | |
| GEV | GE Vernova Inc. | +119 | 466 | $406,771 | |
| META | Meta Platforms, Inc. | +88 | 3,203 | $1,832,532 | |
| MCD | Mcdonalds Corp | +5 | 847 | $263,239 | |
| SPY | Spdr S&P 500 ETF Trust | +4 | 1,370 | $890,965 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | −4,813 | 37,945 | $16,327,354 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
17 positions ·
$48,058,116 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 37,945 | $16,327,354 | 33.97% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 14,724 | $5,473,647 | 11.39% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,403 | $4,604,683 | 9.58% | |
| AAPL |
Apple Inc.
Technology
|
Added | 18,043 | $4,579,132 | 9.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,370 | $3,201,109 | 6.66% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 19,391 | $3,108,765 | 6.47% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,378 | $2,731,114 | 5.68% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 9,896 | $2,013,143 | 4.19% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,203 | $1,832,532 | 3.81% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
Added | 8,658 | $1,691,167 | 3.52% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,370 | $890,965 | 1.85% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 466 | $406,771 | 0.85% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
NEW | 489 | $377,820 | 0.79% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,296 | $335,858 | 0.70% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 847 | $263,239 | 0.55% | |
| MCK |
Mckesson Corp
Healthcare
|
NEW | 242 | $209,417 | 0.44% | |
| OPK |
Opko Health, Inc.
Healthcare
|
Held | 10,000 | $11,400 | 0.02% |