Henderson Brothers Financial Partners, LLC

CIK

2064329

Location

PITTSBURGH, PA

Portfolio Value

Micro $55,048,465

Diversification

Diversified

Filing Date

Global Rank

#6,356 / 8,232 ▲ 800

Top Industry

Semiconductors 20.4%

3Y Alpha vs SPY

+8.5%

Period ended 2 months ago

Filed May 4, 2026 · 41d

2 quarters · since Mar 2025

Clone Performance

May 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+36.4%

SPY

+27.1%

Annualised alpha

+8.5%

Max drawdown

−9.8%

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

57 positions · as of Mar 31, 2026 · Δ vs Mar 31, 2025

Top Position

21.3%

−0.5 pts

Top 5

44.9%

−1.9 pts

Top 10

57.4%

−5.9 pts

HHI

684

Diversified−85

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	30.9%	$17,007,055	6
Technology	23.0%	$12,662,671	11
Consumer Cyclical	12.1%	$6,679,913	4
Financial Services	7.9%	$4,330,808	8
Industrials	6.2%	$3,419,204	8
Healthcare	4.7%	$2,576,404	4
Communication Services	4.3%	$2,382,295	4
Consumer Defensive	4.1%	$2,281,216	5
Energy	2.8%	$1,542,851	2
Basic Materials	2.2%	$1,221,442	3
Real Estate	0.9%	$522,467	1
Utilities	0.8%	$422,139	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+54,231	126,440	$11,719,723
T	At&T Inc.	+13,524	27,712	$803,370
ARIS	Aris Mining Corp	+12,000	24,000	$445,680
EQX	Equinox Gold Corp.	+11,025	22,050	$318,843
DKS	Dick's Sporting Goods, Inc.	+10,360	21,240	$4,211,679
AVGO	Broadcom Inc.	+6,472	13,313	$4,120,506
NVDA	Nvidia Corp	+5,476	12,196	$2,126,982
CSCO	Cisco Systems, Inc.	+5,014	10,089	$782,805
IAU	Ishares Gold Trust	+4,613	9,226	$813,364
XOM	Exxon Mobil Corp	+3,823	7,906	$1,341,331
MRK	Merck & Co., Inc.	+3,045	6,215	$747,602
WMT	Walmart Inc.	+2,800	5,885	$731,387
AMZN	Amazon Com Inc	+2,732	6,599	$1,374,373
AAPL	Apple Inc.	+2,679	6,036	$1,531,876
QQQ	Invesco Qqq Trust, Series 1	+2,195	4,410	$2,545,363
ORCL	Oracle Corp	+2,058	3,858	$567,550
TJX	Tjx Companies Inc /De/	+2,047	4,928	$787,001
MU	Micron Technology Inc	+1,914	3,800	$1,283,792
JPM	Jpmorgan Chase & Co	+1,878	3,968	$1,167,226
PEP	Pepsico Inc	+1,772	3,708	$575,815
MSFT	Microsoft Corp	+1,735	3,557	$1,316,694
PG	PROCTER & GAMBLE Co	+1,593	3,203	$462,641
JNJ	Johnson & Johnson	+1,303	2,681	$655,343
WM	Waste Management Inc	+1,113	2,155	$495,197
BRK-B	Berkshire Hathaway Inc	+1,004	2,309	$1,106,472
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
EQIX	Equinix Inc	533	$522,467
NEE	Nextera Energy Inc	4,545	$422,139
VZ	Verizon Communications Inc	7,672	$385,134
GLTR	abrdn Precious Metals Basket ETF Trust	1,700	$371,824
GE	General Electric Co	1,088	$308,741
PNC	Pnc Financial Services Group, Inc.	1,480	$307,973
BLK	BlackRock, Inc.	320	$307,747
ABNB	Airbnb, Inc.	2,430	$306,860
SYY	Sysco Corp	4,040	$288,173
RJF	Raymond James Financial Inc	1,814	$262,649
IBM	International Business Machines Corp	1,037	$251,358
UBER	Uber Technologies, Inc	3,380	$243,123
TXN	Texas Instruments Inc	1,155	$224,231
DE	Deere & Co	398	$224,193
COST	Costco Wholesale Corp /New	224	$223,200
KEYS	Keysight Technologies, Inc.	757	$213,754
GEV	GE Vernova Inc.	240	$209,496
CVX	Chevron Corp	974	$201,520
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

57 positions · $55,048,465 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Added	126,440	+54,231	$11,719,723	+162.2%	21.29%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Added	21,240	+10,360	$4,211,679	+92.1%	7.65%
AVGO	Broadcom Inc. Technology	Added	13,313	+6,472	$4,120,506	+259.7%	7.49%
QQQ	Invesco Qqq Trust, Series 1	Added	4,410	+2,195	$2,545,363	+145.1%	4.62%
NVDA	Nvidia Corp Technology	Added	12,196	+5,476	$2,126,982	+192.0%	3.86%
AAPL	Apple Inc. Technology	Added	6,036	+2,679	$1,531,876	+105.4%	2.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,599	+2,732	$1,374,373	+86.8%	2.50%
XOM	Exxon Mobil Corp Energy	Added	7,906	+3,823	$1,341,331	+176.2%	2.44%
MSFT	Microsoft Corp Technology	Added	3,557	+1,735	$1,316,694	+92.5%	2.39%
MU	Micron Technology Inc Technology	Added	3,800	+1,914	$1,283,792	+683.4%	2.33%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,968	+1,878	$1,167,226	+127.7%	2.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,309	+1,004	$1,106,472	+59.2%	2.01%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,592	+796	$981,881	+131.2%	1.78%
CAT	Caterpillar Inc Industrials	Added	1,369	+682	$969,881	+328.1%	1.76%
IAU	Ishares Gold Trust	Added	9,226	+4,613	$813,364	+199.1%	1.48%
T	At&T Inc. Communication Services	Added	27,712	+13,524	$803,370	+100.2%	1.46%
META	Meta Platforms, Inc. Communication Services	Added	1,399	+768	$800,409	+120.1%	1.45%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	4,928	+2,047	$787,001	+124.3%	1.43%
CSCO	Cisco Systems, Inc. Technology	Added	10,089	+5,014	$782,805	+150.0%	1.42%
MRK	Merck & Co., Inc. Healthcare	Added	6,215	+3,045	$747,602	+162.7%	1.36%
WMT	Walmart Inc. Consumer Defensive	Added	5,885	+2,800	$731,387	+170.1%	1.33%
LLY	ELI LILLY & Co Healthcare	Added	764	+348	$702,704	+104.5%	1.28%
LMT	Lockheed Martin Corp Industrials	Added	1,097	+546	$663,015	+169.4%	1.20%
JNJ	Johnson & Johnson Healthcare	Added	2,681	+1,303	$655,343	+186.8%	1.19%
PEP	Pepsico Inc Consumer Defensive	Added	3,708	+1,772	$575,815	+98.4%	1.05%
SPY	Spdr S&P 500 ETF Trust	Added	884	+442	$574,900	+132.5%	1.04%
ORCL	Oracle Corp Technology	Added	3,858	+2,058	$567,550	+125.5%	1.03%
MA	Mastercard Inc Financial Services	Added	1,110	+567	$554,622	+86.3%	1.01%
EQIX	Equinix Inc Real Estate	NEW	533	NEW	$522,467	NEW	0.95%
WM	Waste Management Inc Industrials	Added	2,155	+1,113	$495,197	+105.3%	0.90%
MCK	Mckesson Corp Healthcare	Added	544	+276	$470,755	+161.0%	0.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,203	+1,593	$462,641	+68.6%	0.84%
VMC	Vulcan Materials CO Basic Materials	Added	1,678	+858	$456,919	+138.8%	0.83%
ARIS	Aris Mining Corp Basic Materials	Added	24,000	+12,000	$445,680	+700.4%	0.81%
NEE	Nextera Energy Inc Utilities	NEW	4,545	NEW	$422,139	NEW	0.77%
GOOGL	Alphabet Inc. Communication Services	Added	1,368	+493	$393,382	+190.7%	0.71%
VZ	Verizon Communications Inc Communication Services	NEW	7,672	NEW	$385,134	NEW	0.70%
GLTR	abrdn Precious Metals Basket ETF Trust	NEW	1,700	NEW	$371,824	NEW	0.68%
V	Visa Inc. Financial Services	Added	1,170	+359	$353,620	+24.4%	0.64%
PH	Parker-Hannifin Corp Industrials	Added	375	+41	$335,715	+65.4%	0.61%
EQX	Equinox Gold Corp. Basic Materials	Added	22,050	+11,025	$318,843	+320.3%	0.58%
GE	General Electric Co Industrials	NEW	1,088	NEW	$308,741	NEW	0.56%
PNC	Pnc Financial Services Group, Inc. Financial Services	NEW	1,480	NEW	$307,973	NEW	0.56%
BLK	BlackRock, Inc. Financial Services	NEW	320	NEW	$307,747	NEW	0.56%
ABNB	Airbnb, Inc. Consumer Cyclical	NEW	2,430	NEW	$306,860	NEW	0.56%
SYY	Sysco Corp Consumer Defensive	NEW	4,040	NEW	$288,173	NEW	0.52%
ACGL	Arch Capital Group Ltd. Financial Services	Added	2,818	+3	$270,499	−0.1%	0.49%
RJF	Raymond James Financial Inc Financial Services	NEW	1,814	NEW	$262,649	NEW	0.48%
IBM	International Business Machines Corp Technology	NEW	1,037	NEW	$251,358	NEW	0.46%
UBER	Uber Technologies, Inc Technology	NEW	3,380	NEW	$243,123	NEW	0.44%