Prospera Capital Management, LLC
Filing Date
Global Rank
#7,936
/ 8,603
▲ 92
· as of Mar 2026
Top Industry
Semiconductors
37.5%
3Y Alpha vs SPY
+3.2%
Period ended 3 months ago
Filed Apr 8, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.8%
SPY
+24.0%
Annualised alpha
+3.2%
Max drawdown
−27.7%
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
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.7%
−2.4 pts
Top 5
66.2%
−7.6 pts
Top 10
83.9%
−6.9 pts
HHI
1,249
Diversified−238
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 52.1% | $7,419,765 |
| Unclassified | 21.6% | $3,081,751 |
| Financial Services | 10.0% | $1,423,243 |
| Consumer Cyclical | 4.3% | $612,730 |
| Energy | 4.0% | $576,837 |
| Consumer Defensive | 2.5% | $352,458 |
| Utilities | 2.2% | $318,485 |
| Communication Services | 1.7% | $242,583 |
| Healthcare | 1.6% | $222,929 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +360 | 2,942 | $612,730 | |
| AAPL | Apple Inc. | +121 | 6,776 | $1,719,681 | |
| MSFT | Microsoft Corp | +120 | 2,165 | $801,418 | |
| CVX | Chevron Corp | +65 | 2,788 | $576,837 | |
| PLTR | Palantir Technologies Inc. | +51 | 3,381 | $494,572 | |
| NVDA | Nvidia Corp | +35 | 19,345 | $3,373,768 | |
| NEE | Nextera Energy Inc | +20 | 3,429 | $318,485 | |
| BRK-B | Berkshire Hathaway Inc | +18 | 467 | $223,786 | |
| JPM | Jpmorgan Chase & Co | +10 | 2,452 | $721,280 | |
| SCHW | Schwab Charles Corp | +6 | 2,350 | $220,853 | |
| WMT | Walmart Inc. | +1 | 2,836 | $352,458 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
19 positions ·
$14,250,781 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 |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 19,345 | $3,373,768 | 23.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 4,884 | $2,818,947 | 19.78% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,776 | $1,719,681 | 12.07% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,165 | $801,418 | 5.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,452 | $721,280 | 5.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,942 | $612,730 | 4.30% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,788 | $576,837 | 4.05% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 3,381 | $494,572 | 3.47% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 1,418 | $479,213 | 3.36% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,836 | $352,458 | 2.47% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 1,085 | $335,818 | 2.36% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 3,429 | $318,485 | 2.23% | |
| IAU |
Ishares Gold Trust
|
Held | 2,981 | $262,804 | 1.84% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 515 | $257,324 | 1.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 424 | $242,583 | 1.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 467 | $223,786 | 1.57% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 912 | $222,929 | 1.56% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 2,350 | $220,853 | 1.55% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 163 | $215,295 | 1.51% |