DKRT Investments Corp.
Clone Performance
Aug 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.
Portfolio Concentration
50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 40.4% | $165,362,176 |
| Healthcare | 28.3% | $115,800,985 |
| Financial Services | 24.7% | $101,228,500 |
| Consumer Cyclical | 3.1% | $12,560,350 |
| Consumer Defensive | 1.1% | $4,397,850 |
| Communication Services | 1.0% | $4,176,664 |
| Basic Materials | 0.7% | $2,832,750 |
| Energy | 0.4% | $1,525,150 |
| Utilities | 0.3% | $1,025,500 |
| Technology | 0.1% | $344,400 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TRI |
Thomson Reuters Corp /Can/
Industrials
|
Reduced | 988,349 | $80,718,462 | 19.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 125,000 | $40,916,250 | 10.00% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Added | 780,000 | $33,290,400 | 8.13% | |
| FDX |
Fedex Corp
Industrials
|
Held | 90,000 | $28,181,700 | 6.89% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Held | 200,000 | $26,566,000 | 6.49% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 25,000 | $25,284,250 | 6.18% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 42,000 | $21,057,120 | 5.15% | |
| SYK |
Stryker Corp
Healthcare
|
NEW | 41,700 | $13,128,828 | 3.21% | |
| ALC |
Alcon Inc
Healthcare
|
NEW | 188,500 | $12,648,350 | 3.09% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 10,000 | $10,649,000 | 2.60% | |
| ALLE |
Allegion plc
Industrials
|
NEW | 73,000 | $10,255,770 | 2.51% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Held | 75,000 | $9,107,250 | 2.23% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 105,000 | $8,677,200 | 2.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 35,000 | $8,341,900 | 2.04% | |
| BA |
Boeing Co
Industrials
|
Held | 37,500 | $8,117,625 | 1.98% | |
| FDXF |
FedEx Freight Holding Company, Inc.
Industrials
|
NEW | 45,000 | $6,795,000 | 1.66% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 24,700 | $6,718,400 | 1.64% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 10,000 | $5,003,900 | 1.22% | |
| BNS |
Bank Of Nova Scotia
Financial Services
|
Held | 56,000 | $4,863,040 | 1.19% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 45,000 | $4,837,500 | 1.18% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 32,500 | $4,176,250 | 1.02% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Held | 20,000 | $4,139,400 | 1.01% | |
| MMM |
3M Co
Industrials
|
Held | 25,000 | $4,047,750 | 0.99% | |
| TGT |
Target Corp
Consumer Defensive
|
Held | 25,000 | $3,265,250 | 0.80% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Held | 60,000 | $2,876,400 | 0.70% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Held | 45,000 | $2,832,750 | 0.69% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 55,000 | $2,257,750 | 0.55% | |
| TU |
Telus Corp
Communication Services
|
Held | 200,000 | $2,114,000 | 0.52% | |
| SHAK |
Shake Shack Inc.
Consumer Cyclical
|
Added | 35,000 | $1,960,700 | 0.48% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 20,000 | $1,925,000 | 0.47% | |
| C |
Citigroup Inc
Financial Services
|
Held | 13,500 | $1,889,460 | 0.46% | |
| GE |
General Electric Co
Industrials
|
Held | 5,000 | $1,868,650 | 0.46% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 1,250 | $1,468,575 | 0.36% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 10,000 | $1,367,200 | 0.33% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 10,000 | $1,132,600 | 0.28% | |
| AQN |
Algonquin Power & Utilities Corp.
Utilities
|
Held | 175,000 | $1,025,500 | 0.25% | |
| TPG |
TPG Inc.
Financial Services
|
Held | 25,000 | $1,013,750 | 0.25% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 5,000 | $854,300 | 0.21% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 35,000 | $842,800 | 0.21% | |
| RELX |
Relx PLC
Industrials
|
Held | 25,000 | $791,750 | 0.19% | |
| BIIB |
Biogen Inc.
Healthcare
|
Held | 2,500 | $540,150 | 0.13% | |
| SOLV |
Solventum Corp
Healthcare
|
Held | 6,250 | $482,187 | 0.12% | |
| VERX |
Vertex, Inc.
Technology
|
Held | 30,000 | $344,400 | 0.08% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Held | 25,000 | $334,000 | 0.08% | |
| OVV |
Ovintiv Inc.
Energy
|
Held | 3,000 | $157,950 | 0.04% | |
| BCE |
Bce Inc
Communication Services
|
Held | 6,400 | $137,664 | 0.03% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Held | 1,666 | $106,640 | 0.03% | |
| VTRS |
Viatris Inc
Healthcare
|
Held | 4,341 | $68,935 | 0.02% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Held | 214 | $57,694 | 0.01% | |
| OGN |
Organon & Co.
Healthcare
|
Held | 1,250 | $16,925 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.