Presper Financial Architects, LLC
Filing Date
Global Rank
#7,596
/ 8,232
▲ 71
Top Industry
Consumer Electronics
19.0%
3Y Alpha vs SPY
-10.5%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.4%
SPY
+16.0%
Annualised alpha
-10.5%
Max drawdown
−8.2%
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
29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.2%
+3.3 pts
Top 5
45.6%
+4.6 pts
Top 10
64.2%
+5.1 pts
HHI
667
Diversified+125
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.3% | $4,825,848 |
| Financial Services | 17.5% | $2,393,266 |
| Communication Services | 11.6% | $1,580,689 |
| Consumer Defensive | 11.2% | $1,525,015 |
| Utilities | 7.3% | $1,000,986 |
| Energy | 6.3% | $865,435 |
| Unclassified | 4.0% | $549,615 |
| Healthcare | 3.5% | $473,969 |
| Consumer Cyclical | 3.3% | $453,901 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE Co | +417 | 4,129 | $596,392 | |
| T | At&T Inc. | +310 | 19,512 | $565,652 | |
| TJX | Tjx Companies Inc /De/ | +143 | 1,487 | $237,473 | |
| MSFT | Microsoft Corp | +106 | 2,327 | $861,385 | |
| NVDA | Nvidia Corp | +99 | 1,245 | $217,128 | |
| QQQ | Invesco Qqq Trust, Series 1 | +91 | 578 | $333,610 | |
| AAPL | Apple Inc. | +62 | 9,822 | $2,492,725 | |
| ED | Consolidated Edison Inc | +54 | 2,152 | $243,563 | |
| META | Meta Platforms, Inc. | +52 | 496 | $283,776 | |
| KO | Coca Cola Co | +49 | 4,174 | $317,432 | |
| PGR | Progressive Corp/Oh/ | +22 | 1,232 | $244,231 | |
| JNJ | Johnson & Johnson | +18 | 1,939 | $473,969 | |
| COST | Costco Wholesale Corp /New | +16 | 314 | $312,879 | |
| GOOGL | Alphabet Inc. | +15 | 872 | $250,752 | |
| IBM | International Business Machines Corp | +12 | 5,176 | $1,254,610 | |
| V | Visa Inc. | +10 | 918 | $277,456 | |
| DIS | Walt Disney Co | +4 | 2,124 | $204,711 | |
| NEE | Nextera Energy Inc | +3 | 2,560 | $237,772 | |
| XOM | Exxon Mobil Corp | +1 | 5,101 | $865,435 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HTD | John Hancock Tax-Advantaged Dividend Income Fund | 42,581 | $1,007,466 | |
| HYT | Blackrock Corporate High Yield Fund, Inc. | 67,757 | $603,037 | |
| PTY | Pimco Corporate & Income Opportunity Fund | 45,638 | $588,730 | |
| GOF | Guggenheim Strategic Opportunities Fund | 27,749 | $357,407 | |
| PHK | Pimco High Income Fund | 72,543 | $352,558 | |
| NZF | Nuveen Municipal Credit Income Fund | 22,126 | $278,345 | |
| TKR | Timken Co | 2,582 | $217,223 | |
| ORCL | Oracle Corp | 1,110 | $216,350 | |
| No positions match the current search. | ||||
29 positions ·
$13,668,724 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
Financial Services
|
Reduced | 10,010 | $201,401 | 1.47% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 2,124 | $204,711 | 1.50% | |
| GLD |
Spdr Gold Trust
|
NEW | 502 | $216,005 | 1.58% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 1,392 | $216,428 | 1.58% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,245 | $217,128 | 1.59% | |
| SO |
Southern Co
Utilities
|
NEW | 2,252 | $217,363 | 1.59% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 1,487 | $237,473 | 1.74% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 2,560 | $237,772 | 1.74% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 2,152 | $243,563 | 1.78% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 1,232 | $244,231 | 1.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 872 | $250,752 | 1.83% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 5,494 | $275,798 | 2.02% | |
| V |
Visa Inc.
Financial Services
|
Added | 918 | $277,456 | 2.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 496 | $283,776 | 2.08% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,921 | $298,312 | 2.18% | |
| FE |
Firstenergy Corp
Utilities
|
Reduced | 5,967 | $302,288 | 2.21% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 314 | $312,879 | 2.29% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 4,174 | $317,432 | 2.32% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 578 | $333,610 | 2.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 891 | $426,967 | 3.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,939 | $473,969 | 3.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,651 | $485,658 | 3.55% | |
| T |
At&T Inc.
Communication Services
|
Added | 19,512 | $565,652 | 4.14% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,129 | $596,392 | 4.36% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Held | 48,406 | $757,553 | 5.54% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,327 | $861,385 | 6.30% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 5,101 | $865,435 | 6.33% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 5,176 | $1,254,610 | 9.18% | |
| AAPL |
Apple Inc.
Technology
|
Added | 9,822 | $2,492,725 | 18.24% |