Box Hill Private Wealth LLC

CIK

2094120

Location

SCOTTSDALE, AZ

Portfolio Value

Micro $30,372,735

Diversification

Diversified

Filing Date

Global Rank

#7,038 / 8,232 ▲ 178

Top Industry

Semiconductors 20.4%

3Y Alpha vs SPY

-2.0%

Period ended 2 months ago

Filed Apr 3, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.6%

SPY

+9.1%

Annualised alpha

-2.0%

Max drawdown

−9.4%

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

33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.2%

+2.0 pts

Top 5

53.1%

+1.2 pts

Top 10

73.9%

−0.5 pts

HHI

858

Diversified+56

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$9,302,966	9
Unclassified	23.0%	$6,987,126	2
Financial Services	13.4%	$4,060,722	6
Consumer Cyclical	12.2%	$3,696,261	3
Communication Services	8.9%	$2,704,370	3
Industrials	3.4%	$1,045,529	3
Healthcare	3.2%	$960,191	4
Consumer Defensive	3.1%	$941,626	1
Energy	2.2%	$673,944	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+1,113	11,675	$6,738,576
AMZN	Amazon Com Inc	+403	5,145	$1,071,549
NVDA	Nvidia Corp	+288	13,539	$2,361,201
TSLA	Tesla, Inc.	+271	6,211	$2,308,939
UBER	Uber Technologies, Inc	+128	3,969	$285,490
AVGO	Broadcom Inc.	+67	4,834	$1,496,171
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+57	1,048	$354,171
GE	General Electric Co	+35	864	$245,177
META	Meta Platforms, Inc.	+22	1,641	$938,865
JPM	Jpmorgan Chase & Co	+8	1,828	$537,724
ABBV	AbbVie Inc.	+6	977	$212,487
GOOGL	Alphabet Inc.	+3	4,322	$1,242,834
CB	Chubb Ltd	+3	859	$279,973
COST	Costco Wholesale Corp /New	+2	945	$941,626
LLY	ELI LILLY & Co	+1	503	$462,644
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−594	5,436	$522,671
MRVL	Marvell Technology, Inc.	−139	2,754	$272,783
V	Visa Inc.	−132	1,480	$447,315
ISRG	Intuitive Surgical Inc	−127	522	$240,636
MA	Mastercard Inc	−100	444	$221,849
XOM	Exxon Mobil Corp	−82	2,676	$454,010
PLTR	Palantir Technologies Inc.	−49	1,714	$250,723
AAPL	Apple Inc.	−36	9,562	$2,426,739
MSFT	Microsoft Corp	−17	4,251	$1,573,592
BKNG	Booking Holdings Inc.	−7	75	$315,773
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
PHYS	Sprott Physical Gold Trust	7,750	$274,660
BITW	Bitwise 10 Crypto Index ETF	5,572	$248,550
CVX	Chevron Corp	1,063	$219,934
NYXH	Nyxoah SA	15,214	$44,424
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	1,890	$289,529
HD	Home Depot, Inc.	696	$239,493
SLV	iShares Silver Trust	3,530	$227,402
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 positions · $30,372,735 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	11,675	+1,113	$6,738,576	+3.9%	22.19%
AAPL	Apple Inc. Technology	Reduced	9,562	-36	$2,426,739	−7.0%	7.99%
NVDA	Nvidia Corp Technology	Added	13,539	+288	$2,361,201	−4.5%	7.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,211	+271	$2,308,939	−13.6%	7.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	4,798	0	$2,299,201	−4.7%	7.57%
MSFT	Microsoft Corp Technology	Reduced	4,251	-17	$1,573,592	−23.8%	5.18%
AVGO	Broadcom Inc. Technology	Added	4,834	+67	$1,496,171	−9.3%	4.93%
GOOGL	Alphabet Inc. Communication Services	Added	4,322	+3	$1,242,834	−8.1%	4.09%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,145	+403	$1,071,549	−2.1%	3.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	945	+2	$941,626	+15.8%	3.10%
META	Meta Platforms, Inc. Communication Services	Added	1,641	+22	$938,865	−12.1%	3.09%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,828	+8	$537,724	−8.3%	1.77%
NFLX	Netflix Inc Communication Services	Reduced	5,436	-594	$522,671	−7.6%	1.72%
LLY	ELI LILLY & Co Healthcare	Added	503	+1	$462,644	−14.2%	1.52%
XOM	Exxon Mobil Corp Energy	Reduced	2,676	-82	$454,010	+36.8%	1.49%
ETN	Eaton Corp plc Industrials	Held	1,252	0	$447,802	+12.3%	1.47%
V	Visa Inc. Financial Services	Reduced	1,480	-132	$447,315	−20.9%	1.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,048	+57	$354,171	+17.6%	1.17%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Held	5,000	0	$352,550	−7.1%	1.16%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	75	-7	$315,773	−28.1%	1.04%
UBER	Uber Technologies, Inc Technology	Added	3,969	+128	$285,490	−9.0%	0.94%
MU	Micron Technology Inc Technology	Held	835	0	$282,096	+18.4%	0.93%
CB	Chubb Ltd Financial Services	Added	859	+3	$279,973	+4.8%	0.92%
PHYS	Sprott Physical Gold Trust Financial Services	NEW	7,750	NEW	$274,660	NEW	0.90%
MRVL	Marvell Technology, Inc. Technology	Reduced	2,754	-139	$272,783	+11.0%	0.90%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,714	-49	$250,723	−20.0%	0.83%
BITW	Bitwise 10 Crypto Index ETF	NEW	5,572	NEW	$248,550	NEW	0.82%
GE	General Electric Co Industrials	Added	864	+35	$245,177	−4.0%	0.81%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	522	-127	$240,636	−34.5%	0.79%
MA	Mastercard Inc Financial Services	Reduced	444	-100	$221,849	−28.6%	0.73%
CVX	Chevron Corp Energy	NEW	1,063	NEW	$219,934	NEW	0.72%
ABBV	AbbVie Inc. Healthcare	Added	977	+6	$212,487	−4.2%	0.70%
NYXH	Nyxoah SA Healthcare	NEW	15,214	NEW	$44,424	NEW	0.15%