Mann Financial Group, Inc.
Clone Performance
Nov 2025–Jul 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. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 36.8% | $2,785,801 |
| Industrials | 27.1% | $2,048,663 |
| Technology | 23.1% | $1,749,439 |
| Consumer Cyclical | 8.5% | $640,489 |
| Communication Services | 2.8% | $210,048 |
| Financial Services | 1.7% | $129,729 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QXO | QXO, Inc. | 12,160 | $210,124 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| OXY | Occidental Petroleum Corp /De/ | 6,600 | $429,000 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,783 | $2,785,801 | 36.83% | |
| DE |
Deere & Co
Industrials
|
Held | 1,328 | $842,390 | 11.14% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,921 | $716,571 | 9.47% | |
| APLD |
Applied Digital Corp.
Technology
|
Reduced | 10,500 | $391,650 | 5.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,602 | $381,820 | 5.05% | |
| GE |
General Electric Co
Industrials
|
Reduced | 969 | $362,144 | 4.79% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,799 | $359,961 | 4.76% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 300 | $352,458 | 4.66% | |
| OTTR |
Otter Tail Corp
Industrials
|
Held | 3,129 | $281,547 | 3.72% | |
| AAPL |
Apple Inc.
Technology
|
Held | 972 | $281,257 | 3.72% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 615 | $258,669 | 3.42% | |
| QXO |
QXO, Inc.
Industrials
|
NEW | 12,160 | $210,124 | 2.78% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 4,961 | $210,048 | 2.78% | |
| XRPN |
Armada Acquisition Corp. II
Financial Services
|
Held | 12,450 | $129,729 | 1.72% |
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.