NESTEGG ADVISORS, INC.
CIK
2062716
Location
HAUPPAUGE, NY
Portfolio Value
Micro
$7,149,702
Diversification
Highly concentrated
Filing Date
Global Rank
#7,880
/ 8,232
▲ 152
Top Industry
Consumer Electronics
52.0%
3Y Alpha vs SPY
-8.3%
Period ended 2 months ago
Filed Apr 8, 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
+12.1%
SPY
+23.4%
Annualised alpha
-8.2%
Max drawdown
−22.5%
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
11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
49.8%
+4.2 pts
Top 5
78.0%
+1.8 pts
Top 10
96.9%
−0.7 pts
HHI
2,772
Highly concentrated+347
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 60.5% | $4,327,514 |
| Consumer Cyclical | 10.4% | $742,061 |
| Consumer Defensive | 9.5% | $677,572 |
| Healthcare | 5.6% | $401,370 |
| Unclassified | 4.2% | $300,133 |
| Financial Services | 3.5% | $249,094 |
| Communication Services | 3.2% | $228,861 |
| Utilities | 3.1% | $223,097 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IDCC | InterDigital, Inc. | +3 | 1,529 | $461,758 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TRV | Travelers Companies, Inc. | −349 | 854 | $249,094 | |
| COST | Costco Wholesale Corp /New | −290 | 680 | $677,572 | |
| MSFT | Microsoft Corp | −194 | 818 | $302,799 | |
| HD | Home Depot, Inc. | −155 | 1,440 | $473,601 | |
| AAPL | Apple Inc. | −59 | 14,039 | $3,562,957 | |
| JNJ | Johnson & Johnson | −47 | 1,642 | $401,370 | |
| No positions match the current search. | |||||
11 positions ·
$7,149,702 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 14,039 | $3,562,957 | 49.83% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 680 | $677,572 | 9.48% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,440 | $473,601 | 6.62% | |
| IDCC |
InterDigital, Inc.
Technology
|
Added | 1,529 | $461,758 | 6.46% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,642 | $401,370 | 5.61% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 818 | $302,799 | 4.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 520 | $300,133 | 4.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,289 | $268,460 | 3.75% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 854 | $249,094 | 3.48% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 4,559 | $228,861 | 3.20% | |
| NEE |
Nextera Energy Inc
Utilities
|
NEW | 2,402 | $223,097 | 3.12% |