rebel Financial LLC
CIK
2077940
Location
GROVEPORT, OH
Portfolio Value
Micro
$1,215,395
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,522
/ 8,605
▲ 89
· as of Mar 2026
Top Industry
Integrated Freight & Logistics
48.4%
3Y Alpha vs SPY
-9.6%
Period ended 3 months ago
Filed Apr 24, 2026 · 3mo
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.9%
SPY
+16.9%
Annualised alpha
-6.8%
Max drawdown
−13.3%
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
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.2%
−20.1 pts
Top 5
98.0%
−2.0 pts
Top 10
100.0%
0.0 pts
HHI
2,350
Moderately concentrated−2,277
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 41.7% | $507,114 |
| Industrials | 28.2% | $343,051 |
| Technology | 28.0% | $340,484 |
| Utilities | 2.0% | $24,746 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CIG | Energy Co Of Minas Gerais | −3,405 | 10,354 | $24,746 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
6 positions ·
$1,215,395 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| UPS |
United Parcel Service Inc
Industrials
|
Added | 3,487 | $343,051 | 28.23% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,244 | $315,714 | 25.98% | |
| ETHV |
VanEck Ethereum ETF
|
NEW | 8,413 | $257,858 | 21.22% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
NEW | 11,083 | $249,256 | 20.51% | |
| WIT |
Wipro Ltd
Technology
|
NEW | 11,684 | $24,770 | 2.04% | |
| CIG |
Energy Co Of Minas Gerais
Utilities
|
Reduced | 10,354 | $24,746 | 2.04% |