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Integrity Investment Advisors, LLC

Location
FORT COLLINS, CO
Portfolio Value
Micro $15,264,844
Diversification
Diversified
Filing Date
Global Rank
#7,308 / 8,232 ▲ 80
Top Industry
Semiconductors 35.6%
3Y Alpha vs SPY
+11.3%
Period ended 2 months ago
Filed Apr 30, 2026 · 45d
5 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
+39.6%
SPY
+27.1%
Annualised alpha
+11.3%
Max drawdown
−11.6%

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

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
23.5%
−0.1 pts
Top 5
64.0%
−2.4 pts
Top 10
80.7%
−0.4 pts
HHI
1,172
Mar 2025 → Mar 2026 · range 789 – 1,273
Diversified−101

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 69.2% $15,264,844
Communication Services 10.7% $2,353,427
Unclassified 6.8% $1,509,874
Industrials 6.1% $1,336,519
Consumer Cyclical 3.2% $707,909
Financial Services 3.0% $671,687
Healthcare 1.0% $220,889

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
7 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
12 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
3 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
5 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
9 positions · $15,264,844 total · Technology only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History