Fischer Financial Services, Inc.
Filing Date
Global Rank
#5,400
/ 8,603
▼ 935
· as of Mar 2026
Top Industry
Semiconductors
23.8%
3Y Alpha vs SPY
-2.8%
Period ended 3 months ago
Filed Apr 28, 2026 · 2mo
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
+19.7%
SPY
+24.0%
Annualised alpha
-3.0%
Max drawdown
−21.4%
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
27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.3%
−1.3 pts
Top 5
56.0%
−0.5 pts
Top 10
79.9%
+3.4 pts
HHI
853
Diversified+40
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.4% | $45,848,628 |
| Communication Services | 16.7% | $18,910,130 |
| Financial Services | 14.5% | $16,427,618 |
| Consumer Defensive | 11.8% | $13,428,988 |
| Healthcare | 4.8% | $5,392,464 |
| Industrials | 4.7% | $5,381,812 |
| Consumer Cyclical | 4.1% | $4,606,248 |
| Unclassified | 2.8% | $3,224,127 |
| Energy | 0.2% | $258,831 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +1,237 | 38,539 | $14,265,981 | |
| AVGO | Broadcom Inc. | +298 | 24,935 | $7,717,631 | |
| JPM | Jpmorgan Chase & Co | +214 | 18,851 | $5,545,210 | |
| NVDA | Nvidia Corp | +85 | 106,383 | $18,553,195 | |
| COST | Costco Wholesale Corp /New | +69 | 7,905 | $7,876,779 | |
| MPB | Mid Penn Bancorp Inc | +53 | 6,670 | $214,507 | |
| META | Meta Platforms, Inc. | +31 | 1,878 | $1,074,460 | |
| PLTR | Palantir Technologies Inc. | +25 | 11,822 | $1,729,322 | |
| LLY | ELI LILLY & Co | +11 | 2,151 | $1,978,425 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −107,868 | 14,116 | $3,582,499 | |
| AMZN | Amazon Com Inc | −29,099 | 4,560 | $949,711 | |
| QQQ | Invesco Qqq Trust, Series 1 | −24,173 | 5,586 | $3,224,127 | |
| BRK-B | Berkshire Hathaway Inc | −10,387 | 1,038 | $497,409 | |
| UNH | Unitedhealth Group Inc | −1,563 | 5,370 | $1,453,068 | |
| GOOGL | Alphabet Inc. | −695 | 52,690 | $15,151,536 | |
| PH | Parker-Hannifin Corp | −395 | 5,761 | $5,157,477 | |
| WMT | Walmart Inc. | −274 | 44,675 | $5,552,209 | |
| SYK | Stryker Corp | −182 | 4,791 | $1,574,274 | |
| NFLX | Netflix Inc | −160 | 22,095 | $2,124,434 | |
| HD | Home Depot, Inc. | −92 | 8,075 | $2,655,786 | |
| MA | Mastercard Inc | −25 | 14,544 | $7,267,055 | |
| GS | Goldman Sachs Group Inc | −1 | 3,432 | $2,903,437 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADBE | Adobe Inc. | 6,305 | $2,206,686 | |
| AON | Aon plc | 4,963 | $1,751,343 | |
| AMAT | Applied Materials Inc /De | 6,080 | $1,562,499 | |
| APH | Amphenol Corp /De/ | 10,875 | $1,469,647 | |
| AMD | Advanced Micro Devices Inc | 3,250 | $696,020 | |
| BR | Broadridge Financial Solutions, Inc. | 1,000 | $223,170 | |
| No positions match the current search. | ||||
27 positions ·
$113,478,846 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 106,383 | $18,553,195 | 16.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 52,690 | $15,151,536 | 13.35% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 38,539 | $14,265,981 | 12.57% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 7,905 | $7,876,779 | 6.94% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 24,935 | $7,717,631 | 6.80% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 14,544 | $7,267,055 | 6.40% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 44,675 | $5,552,209 | 4.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 18,851 | $5,545,210 | 4.89% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 5,761 | $5,157,477 | 4.54% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 14,116 | $3,582,499 | 3.16% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,586 | $3,224,127 | 2.84% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 3,432 | $2,903,437 | 2.56% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 8,075 | $2,655,786 | 2.34% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 22,095 | $2,124,434 | 1.87% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,151 | $1,978,425 | 1.74% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 11,822 | $1,729,322 | 1.52% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 4,791 | $1,574,274 | 1.39% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 5,370 | $1,453,068 | 1.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,878 | $1,074,460 | 0.95% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,692 | $1,000,751 | 0.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,560 | $949,711 | 0.84% | |
| NTES |
NetEase, Inc.
Communication Services
|
Held | 5,000 | $559,700 | 0.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,038 | $497,409 | 0.44% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,778 | $386,697 | 0.34% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,251 | $258,831 | 0.23% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 257 | $224,335 | 0.20% | |
| MPB |
Mid Penn Bancorp Inc
Financial Services
|
Added | 6,670 | $214,507 | 0.19% |