Mann Financial Group, Inc.
Filing Date
Global Rank
#7,915
/ 8,232
▲ 229
Top Industry
Farm & Heavy Construction Machinery
16.1%
3Y Alpha vs SPY
-2.0%
Period ended 2 months ago
Filed Apr 24, 2026 · 50d
3 quarters · since Sep 2025
Clone Performance
Nov 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.4%
SPY
+11.0%
Annualised alpha
+0.7%
Max drawdown
−8.7%
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
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
27.5%
+2.5 pts
Top 5
62.4%
+0.2 pts
Top 10
86.9%
+1.1 pts
HHI
1,253
Diversified+68
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 27.5% | $1,759,821 |
| Industrials | 26.9% | $1,725,405 |
| Technology | 24.3% | $1,557,809 |
| Consumer Cyclical | 8.9% | $571,230 |
| Energy | 6.7% | $429,000 |
| Communication Services | 3.7% | $236,492 |
| Financial Services | 2.0% | $128,359 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | −2,335 | 4,711 | $236,492 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
14 positions ·
$6,408,116 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,049 | $1,759,821 | 27.46% | |
| DE |
Deere & Co
Industrials
|
Held | 1,328 | $748,062 | 11.67% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,896 | $701,842 | 10.95% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Held | 6,600 | $429,000 | 6.69% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 412 | $359,634 | 5.61% | |
| GE |
General Electric Co
Industrials
|
Held | 1,209 | $343,077 | 5.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,645 | $342,604 | 5.35% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,773 | $309,211 | 4.83% | |
| APLD |
Applied Digital Corp.
Technology
|
Added | 12,640 | $300,073 | 4.68% | |
| OTTR |
Otter Tail Corp
Industrials
|
Held | 3,129 | $274,632 | 4.29% | |
| AAPL |
Apple Inc.
Technology
|
Held | 972 | $246,683 | 3.85% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 4,711 | $236,492 | 3.69% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 615 | $228,626 | 3.57% | |
| XRPN |
Armada Acquisition Corp. II
Financial Services
|
Held | 12,450 | $128,359 | 2.00% |