Box Hill Private Wealth LLC
Filing Date
Global Rank
#232
/ 295
▲ 7179
Top Industry
Semiconductors
29.9%
3Y Alpha vs SPY
-2.0%
Period ended 9 days ago
Filed Jul 2, 2026 · 7d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.4%
SPY
+10.0%
Annualised alpha
+1.1%
Max drawdown
−9.8%
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 Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
23.8%
+1.1 pts
Top 5
51.5%
−3.0 pts
Top 10
72.0%
−3.8 pts
HHI
893
Diversified−6
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.7% | $13,829,133 |
| Unclassified | 24.4% | $9,186,847 |
| Consumer Cyclical | 12.3% | $4,624,829 |
| Financial Services | 10.8% | $4,073,707 |
| Communication Services | 7.7% | $2,899,121 |
| Industrials | 3.5% | $1,337,227 |
| Healthcare | 2.3% | $873,581 |
| Consumer Defensive | 2.3% | $863,438 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BKNG | Booking Holdings Inc. | +1,729 | 1,804 | $321,544 | |
| NVDA | Nvidia Corp | +1,687 | 15,226 | $3,046,570 | |
| AAPL | Apple Inc. | +989 | 10,551 | $3,053,037 | |
| AMZN | Amazon Com Inc | +691 | 5,836 | $1,390,952 | |
| QQQ | Invesco Qqq Trust, Series 1 | +516 | 12,191 | $8,977,452 | |
| MU | Micron Technology Inc | +291 | 1,126 | $1,299,730 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +271 | 1,319 | $629,914 | |
| AVGO | Broadcom Inc. | +157 | 4,991 | $1,885,350 | |
| META | Meta Platforms, Inc. | +81 | 1,722 | $969,985 | |
| GOOGL | Alphabet Inc. | +62 | 4,384 | $1,566,710 | |
| GE | General Electric Co | +60 | 924 | $345,326 | |
| JPM | Jpmorgan Chase & Co | +21 | 1,849 | $605,233 | |
| MSFT | Microsoft Corp | +21 | 4,272 | $1,593,541 | |
| LLY | ELI LILLY & Co | +17 | 520 | $623,703 | |
| ABBV | AbbVie Inc. | +16 | 993 | $249,878 | |
| MRVL | Marvell Technology, Inc. | +2 | 2,756 | $820,984 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSLA | Tesla, Inc. | −1,280 | 4,931 | $2,073,978 | |
| NFLX | Netflix Inc | −360 | 5,076 | $362,426 | |
| BRK-B | Berkshire Hathaway Inc | −291 | 4,507 | $2,255,257 | |
| V | Visa Inc. | −67 | 1,413 | $484,786 | |
| CB | Chubb Ltd | −45 | 814 | $277,362 | |
| COST | Costco Wholesale Corp /New | −22 | 923 | $863,438 | |
| MA | Mastercard Inc | −21 | 423 | $217,252 | |
| ETN | Eaton Corp plc | −21 | 1,231 | $524,553 | |
| UBER | Uber Technologies, Inc | −2 | 3,967 | $286,258 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
33 positions ·
$37,687,883 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 12,191 | $8,977,452 | 23.82% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,551 | $3,053,037 | 8.10% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 15,226 | $3,046,570 | 8.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,507 | $2,255,257 | 5.98% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,931 | $2,073,978 | 5.50% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,991 | $1,885,350 | 5.00% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,272 | $1,593,541 | 4.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,384 | $1,566,710 | 4.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,836 | $1,390,952 | 3.69% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,126 | $1,299,730 | 3.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,722 | $969,985 | 2.57% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 923 | $863,438 | 2.29% | |
| GME |
GameStop Corp.
Consumer Cyclical
|
NEW | 37,969 | $838,355 | 2.22% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 2,756 | $820,984 | 2.18% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,319 | $629,914 | 1.67% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 520 | $623,703 | 1.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,849 | $605,233 | 1.61% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 1,231 | $524,553 | 1.39% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,413 | $484,786 | 1.29% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 775 | $450,205 | 1.19% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,869 | $400,598 | 1.06% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 502 | $362,946 | 0.96% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 5,076 | $362,426 | 0.96% | |
| GE |
General Electric Co
Industrials
|
Added | 924 | $345,326 | 0.92% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 1,804 | $321,544 | 0.85% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 3,967 | $286,258 | 0.76% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 814 | $277,362 | 0.74% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 993 | $249,878 | 0.66% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
Held | 5,000 | $249,300 | 0.66% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Held | 7,750 | $233,817 | 0.62% | |
| LMT |
Lockheed Martin Corp
Industrials
|
NEW | 428 | $218,048 | 0.58% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 423 | $217,252 | 0.58% | |
| BITW |
Bitwise 10 Crypto Index ETF
|
Held | 5,572 | $209,395 | 0.56% |