Golden Reserve Retirement LLC

Pension

CIK

2066488

Location

DUBLIN, OH

Portfolio Value

Small $104,404,839

Diversification

Highly concentrated

Filing Date

Global Rank

#5,263 / 8,232 ▼ 162

Top Industry

Semiconductors 15.6%

3Y Alpha vs SPY

+6.8%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

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

+34.6%

SPY

+27.1%

Annualised alpha

+6.8%

Max drawdown

−12.8%

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

76 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

59.8%

+5.6 pts

Top 5

71.1%

+0.9 pts

Top 10

76.8%

−0.9 pts

HHI

3,625

Highly concentrated+600

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.8%	$62,427,788	1
Technology	14.8%	$15,405,456	17
Financial Services	7.1%	$7,375,308	16
Consumer Cyclical	4.0%	$4,173,990	5
Communication Services	3.7%	$3,862,397	6
Healthcare	3.7%	$3,854,171	11
Consumer Defensive	2.6%	$2,699,406	6
Industrials	2.1%	$2,182,726	8
Energy	1.3%	$1,314,521	2
Utilities	0.7%	$769,481	3
Basic Materials	0.3%	$339,595	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	+4,435	11,212	$546,585
KO	Coca Cola Co	+1,866	5,776	$439,264
WFC	Wells Fargo & Company/Mn	+1,179	4,225	$336,352
T	At&T Inc.	+944	9,025	$261,634
MCD	Mcdonalds Corp	+812	1,727	$536,734
LRCX	Lam Research Corp	+642	1,871	$399,757
META	Meta Platforms, Inc.	+603	2,026	$1,159,135
V	Visa Inc.	+591	1,832	$553,703
MS	Morgan Stanley	+541	2,530	$416,362
CRM	Salesforce, Inc.	+539	1,331	$248,457
PM	Philip Morris International Inc.	+519	1,859	$307,367
AXP	American Express Co	+501	1,088	$329,098
MRK	Merck & Co., Inc.	+420	2,634	$316,843
MA	Mastercard Inc	+270	804	$401,726
PNC	Pnc Financial Services Group, Inc.	+258	1,405	$292,366
BLK	BlackRock, Inc.	+232	432	$415,458
GOOGL	Alphabet Inc.	+228	5,393	$1,550,811
GS	Goldman Sachs Group Inc	+157	572	$483,906
PEP	Pepsico Inc	+118	2,880	$447,235
SYK	Stryker Corp	+77	706	$231,984
NFLX	Netflix Inc	+64	3,382	$325,179
TSLA	Tesla, Inc.	+63	2,506	$931,605
UNH	Unitedhealth Group Inc	+8	1,087	$294,131
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	−14,340	4,602	$1,424,365
ABBV	AbbVie Inc.	−5,523	1,823	$396,484
QQQ	Invesco Qqq Trust, Series 1	−5,360	108,160	$62,427,788
PG	PROCTER & GAMBLE Co	−4,302	2,924	$422,342
NVDA	Nvidia Corp	−4,125	22,345	$3,896,968
PLTR	Palantir Technologies Inc.	−3,730	2,663	$389,543
MSFT	Microsoft Corp	−3,723	6,810	$2,520,857
ORCL	Oracle Corp	−3,003	2,159	$317,610
IBM	International Business Machines Corp	−2,346	1,328	$321,893
DIS	Walt Disney Co	−2,261	3,110	$299,741
XOM	Exxon Mobil Corp	−1,761	4,059	$688,649
AAPL	Apple Inc.	−1,647	13,246	$3,361,702
RTX	RTX Corp	−1,466	1,468	$283,177
JNJ	Johnson & Johnson	−1,089	2,701	$660,232
ABT	Abbott Laboratories	−887	3,581	$367,661
AEP	American Electric Power Co Inc	−732	2,045	$268,058
COST	Costco Wholesale Corp /New	−718	442	$440,422
JPM	Jpmorgan Chase & Co	−638	3,112	$915,425
HD	Home Depot, Inc.	−638	1,256	$413,085
LLY	ELI LILLY & Co	−610	664	$610,727
BRK-B	Berkshire Hathaway Inc	−564	1,868	$895,145
WMT	Walmart Inc.	−428	5,172	$642,776
AMD	Advanced Micro Devices Inc	−424	1,926	$391,806
GE	General Electric Co	−167	1,196	$339,388
NEE	Nextera Energy Inc	−125	2,541	$236,008
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
PGR	Progressive Corp/Oh/	2,589	$513,243
MCO	Moodys Corp /De/	852	$371,685
MU	Micron Technology Inc	1,099	$371,286
C	Citigroup Inc	3,062	$347,261
SPGI	S&P Global Inc.	815	$346,652
LIN	Linde PLC	685	$339,595
TMO	Thermo Fisher Scientific Inc.	645	$317,036
ACN	Accenture plc	1,515	$300,409
AMAT	Applied Materials Inc /De	831	$284,027
UNP	Union Pacific Corp	1,143	$277,314
TMUS	T-Mobile US, Inc.	1,266	$265,897
DUK	Duke Energy CORP	2,027	$265,415
CMI	Cummins Inc	491	$264,167
APH	Amphenol Corp /De/	2,080	$262,808
TXN	Texas Instruments Inc	1,314	$255,099
MDT	Medtronic plc	2,675	$231,788
UPS	United Parcel Service Inc	2,310	$227,257
ISRG	Intuitive Surgical Inc	474	$218,509
INTC	Intel Corp	4,933	$217,693
BA	Boeing Co	1,074	$213,758
COF	Capital One Financial Corp	1,153	$210,341
GILD	Gilead Sciences, Inc.	1,498	$208,776
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	4,049	$2,761,094
SHW	Sherwin Williams Co	3,016	$977,274
NSC	Norfolk Southern Corp	2,412	$696,392
NUE	Nucor Corp	4,236	$690,933
CVS	CVS HEALTH Corp	7,160	$568,217
IAU	Ishares Gold Trust	4,274	$346,920
DIA	Spdr Dow Jones Industrial Average ETF Trust	667	$320,540
HON	Honeywell International Inc	1,480	$288,733
WM	Waste Management Inc	1,265	$277,933
TSM	Taiwan Semiconductor Manufacturing Co Ltd	875	$265,903
TJX	Tjx Companies Inc /De/	1,680	$258,064
VZ	Verizon Communications Inc	5,981	$243,606
LMT	Lockheed Martin Corp	456	$220,553
HBAN	Huntington Bancshares Inc /Md/	11,947	$207,280
FNB	Fnb Corp/Pa/	10,509	$179,703
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 positions · $104,404,839 total · as of Mar 31, 2026

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

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GILD	Gilead Sciences, Inc. Healthcare	NEW	1,498	NEW	$208,776	NEW	0.20%
COF	Capital One Financial Corp Financial Services	NEW	1,153	NEW	$210,341	NEW	0.20%
BA	Boeing Co Industrials	NEW	1,074	NEW	$213,758	NEW	0.20%
INTC	Intel Corp Technology	NEW	4,933	NEW	$217,693	NEW	0.21%
ISRG	Intuitive Surgical Inc Healthcare	NEW	474	NEW	$218,509	NEW	0.21%
PH	Parker-Hannifin Corp Industrials	Reduced	248	-10	$222,019	−2.1%	0.21%
UPS	United Parcel Service Inc Industrials	NEW	2,310	NEW	$227,257	NEW	0.22%
MDT	Medtronic plc Healthcare	NEW	2,675	NEW	$231,788	NEW	0.22%
SYK	Stryker Corp Healthcare	Added	706	+77	$231,984	+4.9%	0.22%
NEE	Nextera Energy Inc Utilities	Reduced	2,541	-125	$236,008	+10.3%	0.23%
CRM	Salesforce, Inc. Technology	Added	1,331	+539	$248,457	+18.4%	0.24%
TXN	Texas Instruments Inc Technology	NEW	1,314	NEW	$255,099	NEW	0.24%
T	At&T Inc. Communication Services	Added	9,025	+944	$261,634	+30.3%	0.25%
APH	Amphenol Corp /De/ Technology	NEW	2,080	NEW	$262,808	NEW	0.25%
CMI	Cummins Inc Industrials	NEW	491	NEW	$264,167	NEW	0.25%
DUK	Duke Energy CORP Utilities	NEW	2,027	NEW	$265,415	NEW	0.25%
TMUS	T-Mobile US, Inc. Communication Services	NEW	1,266	NEW	$265,897	NEW	0.25%
AEP	American Electric Power Co Inc Utilities	Reduced	2,045	-732	$268,058	−16.3%	0.26%
UNP	Union Pacific Corp Industrials	NEW	1,143	NEW	$277,314	NEW	0.27%
RTX	RTX Corp Industrials	Reduced	1,468	-1,466	$283,177	−47.4%	0.27%
AMAT	Applied Materials Inc /De Technology	NEW	831	NEW	$284,027	NEW	0.27%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,405	+258	$292,366	+22.1%	0.28%
UNH	Unitedhealth Group Inc Healthcare	Added	1,087	+8	$294,131	−17.4%	0.28%
DIS	Walt Disney Co Communication Services	Reduced	3,110	-2,261	$299,741	−50.9%	0.29%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,269	-96	$299,839	−8.9%	0.29%
ACN	Accenture plc Technology	NEW	1,515	NEW	$300,409	NEW	0.29%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,859	+519	$307,367	+43.0%	0.29%
MRK	Merck & Co., Inc. Healthcare	Added	2,634	+420	$316,843	+36.0%	0.30%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	645	NEW	$317,036	NEW	0.30%
ORCL	Oracle Corp Technology	Reduced	2,159	-3,003	$317,610	−68.4%	0.30%
IBM	International Business Machines Corp Technology	Reduced	1,328	-2,346	$321,893	−70.4%	0.31%
NFLX	Netflix Inc Communication Services	Added	3,382	+64	$325,179	+4.5%	0.31%
AXP	American Express Co Financial Services	Added	1,088	+501	$329,098	+51.5%	0.32%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,225	+1,179	$336,352	+18.5%	0.32%
GE	General Electric Co Industrials	Reduced	1,196	-167	$339,388	−19.2%	0.33%
LIN	Linde PLC Basic Materials	NEW	685	NEW	$339,595	NEW	0.33%
SPGI	S&P Global Inc. Financial Services	NEW	815	NEW	$346,652	NEW	0.33%
C	Citigroup Inc Financial Services	NEW	3,062	NEW	$347,261	NEW	0.33%
CAT	Caterpillar Inc Industrials	Reduced	502	-75	$355,646	+7.6%	0.34%
ABT	Abbott Laboratories Healthcare	Reduced	3,581	-887	$367,661	−34.3%	0.35%
MU	Micron Technology Inc Technology	NEW	1,099	NEW	$371,286	NEW	0.36%
MCO	Moodys Corp /De/ Financial Services	NEW	852	NEW	$371,685	NEW	0.36%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,663	-3,730	$389,543	−65.7%	0.37%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,926	-424	$391,806	−22.1%	0.38%
ABBV	AbbVie Inc. Healthcare	Reduced	1,823	-5,523	$396,484	−76.4%	0.38%
LRCX	Lam Research Corp Technology	Added	1,871	+642	$399,757	+90.0%	0.38%
MA	Mastercard Inc Financial Services	Added	804	+270	$401,726	+31.8%	0.38%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,256	-638	$413,085	−36.6%	0.40%
BLK	BlackRock, Inc. Financial Services	Added	432	+232	$415,458	+94.1%	0.40%
MS	Morgan Stanley Financial Services	Added	2,530	+541	$416,362	+17.9%	0.40%