Index Technologies Group LLC

CIK

2095322

Location

New York, NY

Portfolio Value

Micro $52,519,012

Diversification

Diversified

Filing Date

Global Rank

#6,419 / 8,232 ▲ 166

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

-2.9%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

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

+8.3%

SPY

+9.1%

Annualised alpha

-2.9%

Max drawdown

−7.8%

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

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

Top Position

5.7%

+0.2 pts

Top 5

18.6%

−0.4 pts

Top 10

28.9%

−0.1 pts

HHI

169

Diversified+2

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.5%	$14,983,478	18
Consumer Cyclical	10.5%	$5,492,566	9
Financial Services	10.2%	$5,342,936	13
Industrials	9.6%	$5,037,349	12
Communication Services	9.1%	$4,763,218	7
Healthcare	6.8%	$3,566,810	6
Energy	6.5%	$3,393,711	7
Utilities	5.0%	$2,627,882	7
Unclassified	4.7%	$2,444,208	4
Real Estate	3.9%	$2,024,561	4
Consumer Defensive	3.2%	$1,691,210	4
Basic Materials	2.2%	$1,151,083	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SOFI	SoFi Technologies, Inc.	+7,503	33,623	$533,933
WMT	Walmart Inc.	+2,496	4,945	$614,564
MU	Micron Technology Inc	+1,372	3,095	$1,045,614
TIGO	Millicom International Cellular SA	+788	11,305	$847,196
M	Macy's, Inc.	+753	14,858	$268,781
SGI	Somnigroup International Inc.	+729	11,801	$872,329
NVDA	Nvidia Corp	+674	17,038	$2,971,427
NEE	Nextera Energy Inc	+478	4,655	$432,356
AFG	American Financial Group Inc	+422	2,136	$272,788
AAPL	Apple Inc.	+406	9,300	$2,360,247
CF	CF Industries Holdings, Inc.	+403	3,203	$415,877
DOV	DOVER Corp	+341	3,495	$728,532
AMZN	Amazon Com Inc	+330	5,811	$1,210,256
LNG	Cheniere Energy, Inc.	+326	1,375	$390,170
IAU	Ishares Gold Trust	+323	8,168	$720,090
MSFT	Microsoft Corp	+255	4,963	$1,837,153
GOOGL	Alphabet Inc.	+246	2,457	$706,534
AXS	Axis Capital Holdings Ltd	+236	5,039	$511,004
APPF	Appfolio Inc	+198	4,228	$667,262
VRSN	Verisign Inc/Ca	+187	1,113	$276,424
AVGO	Broadcom Inc.	+184	4,119	$1,274,871
FIVE	Five Below, Inc	+159	4,132	$944,079
EVR	Evercore Inc.	+158	845	$252,240
HLI	Houlihan Lokey, Inc.	+132	2,030	$291,548
MCK	Mckesson Corp	+131	1,322	$1,144,005
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CNP	Centerpoint Energy Inc	−5,063	6,747	$291,200
SIVR	abrdn Silver ETF Trust	−3,236	10,165	$727,915
EBC	Eastern Bankshares, Inc.	−1,205	30,221	$591,122
BKR	Baker Hughes Co	−941	8,662	$528,815
SHC	Sotera Health Co	−907	22,746	$326,177
WELL	Welltower Inc.	−892	2,402	$474,899
MKSI	Mks Inc	−869	879	$202,002
NFLX	Netflix Inc	−717	7,713	$741,604
VST	Vistra Corp.	−613	3,935	$591,548
MCHP	Microchip Technology Inc	−515	4,268	$275,755
PG	PROCTER & GAMBLE Co	−387	1,914	$276,458
RGLD	Royal Gold Inc	−354	1,552	$394,968
CBRE	Cbre Group, Inc.	−329	4,872	$659,961
WMB	Williams Companies, Inc.	−326	11,896	$865,790
IBKR	Interactive Brokers Group, Inc.	−272	4,094	$274,584
DGX	Quest Diagnostics Inc	−252	4,477	$877,402
CEG	Constellation Energy Corp	−188	1,703	$475,562
MSI	Motorola Solutions, Inc.	−163	1,032	$447,857
WEX	WEX Inc.	−134	2,220	$339,748
LH	Labcorp Holdings Inc.	−127	2,760	$736,395
CLH	Clean Harbors Inc	−100	1,895	$543,353
HWM	Howmet Aerospace Inc.	−87	2,070	$477,052
CW	Curtiss Wright Corp	−84	793	$540,128
SPG	Simon Property Group Inc.	−82	3,230	$602,491
AMG	Affiliated Managers Group, Inc.	−74	1,304	$360,816
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
BEN	Franklin Resources Inc	25,870	$611,049
L	Loews Corp	5,250	$560,385
CHRW	C. H. Robinson Worldwide, Inc.	3,130	$519,799
HAL	Halliburton Co	13,056	$509,053
AMCR	Amcor plc	11,843	$470,759
BC	Brunswick Corp	6,234	$453,585
PNW	Pinnacle West Capital Corp	3,636	$366,327
DBC	Invesco DB Commodity Index Tracking Fund	12,281	$355,534
KSS	KOHLS Corp	26,773	$345,371
DOW	Dow Inc.	8,169	$340,238
PR	Permian Resources Corp	13,642	$290,847
PWR	Quanta Services, Inc.	520	$285,490
FRO	Frontline plc	7,114	$247,994
COR	Cencora, Inc.	785	$246,599
KEX	Kirby Corp	1,790	$237,855
AAL	American Airlines Group Inc.	21,396	$229,793
AEP	American Electric Power Co Inc	1,742	$228,341
ROST	Ross Stores, Inc.	1,038	$224,861
GEV	GE Vernova Inc.	254	$221,716
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AGX	Argan Inc	3,997	$1,252,340
ORLY	O Reilly Automotive Inc	12,400	$1,131,004
KR	Kroger Co	12,317	$769,566
ACM	Aecom	5,951	$567,308
FFIV	F5, Inc.	2,165	$552,637
EXAS	EXACT SCIENCES CORP	4,907	$498,354
MA	Mastercard Inc	753	$429,872
V	Visa Inc.	1,212	$425,060
CDNS	Cadence Design Systems Inc	1,328	$415,106
AVAV	AeroVironment Inc	1,661	$401,779
ORCL	Oracle Corp	1,946	$379,294
TSLA	Tesla, Inc.	811	$364,722
GWRE	Guidewire Software, Inc.	1,774	$356,591
ATO	Atmos Energy Corp	1,910	$320,173
ARGX	Argenx SE	358	$301,060
BSX	Boston Scientific Corp	2,857	$272,414
HOOD	Robinhood Markets, Inc.	2,243	$253,683
MDB	MongoDB, Inc.	602	$252,653
ADSK	Autodesk, Inc.	839	$248,352
ADM	Archer-Daniels-Midland Co	4,225	$242,895
APP	AppLovin Corp	351	$236,510
DBA	Invesco Db Agriculture Fund	9,036	$230,598
PLTR	Palantir Technologies Inc.	1,276	$226,809
ISRG	Intuitive Surgical Inc	378	$214,084
INOD	Innodata Inc	4,108	$209,302
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 positions · $52,519,012 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	17,038	+674	$2,971,427	−2.6%	5.66%
AAPL	Apple Inc. Technology	Added	9,300	+406	$2,360,247	−2.4%	4.49%
MSFT	Microsoft Corp Technology	Added	4,963	+255	$1,837,153	−19.3%	3.50%
META	Meta Platforms, Inc. Communication Services	Added	2,294	+8	$1,312,466	−13.0%	2.50%
AVGO	Broadcom Inc. Technology	Added	4,119	+184	$1,274,871	−6.4%	2.43%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,811	+330	$1,210,256	−4.3%	2.30%
MCK	Mckesson Corp Healthcare	Added	1,322	+131	$1,144,005	+17.1%	2.18%
LRCX	Lam Research Corp Technology	Added	5,045	+31	$1,077,914	+25.6%	2.05%
MU	Micron Technology Inc Technology	Added	3,095	+1,372	$1,045,614	+112.6%	1.99%
FIVE	Five Below, Inc Consumer Cyclical	Added	4,132	+159	$944,079	+26.2%	1.80%
DGX	Quest Diagnostics Inc Healthcare	Reduced	4,477	-252	$877,402	+6.9%	1.67%
SGI	Somnigroup International Inc. Consumer Cyclical	Added	11,801	+729	$872,329	−11.8%	1.66%
WMB	Williams Companies, Inc. Energy	Reduced	11,896	-326	$865,790	+17.8%	1.65%
TIGO	Millicom International Cellular SA Communication Services	Added	11,305	+788	$847,196	+45.3%	1.61%
NFLX	Netflix Inc Communication Services	Reduced	7,713	-717	$741,604	−6.2%	1.41%
LH	Labcorp Holdings Inc. Healthcare	Reduced	2,760	-127	$736,395	+1.7%	1.40%
DOV	DOVER Corp Industrials	Added	3,495	+341	$728,532	+18.3%	1.39%
SIVR	abrdn Silver ETF Trust	Reduced	10,165	-3,236	$727,915	−19.7%	1.39%
IAU	Ishares Gold Trust	Added	8,168	+323	$720,090	+13.1%	1.37%
GOOGL	Alphabet Inc. Communication Services	Added	2,457	+246	$706,534	+2.1%	1.35%
AN	Autonation, Inc. Consumer Cyclical	Reduced	3,598	-65	$702,545	−7.1%	1.34%
APH	Amphenol Corp /De/ Technology	Reduced	5,478	-40	$692,145	−7.2%	1.32%
TTWO	Take Two Interactive Software Inc Communication Services	Reduced	3,460	-32	$683,350	−23.6%	1.30%
APPF	Appfolio Inc Technology	Added	4,228	+198	$667,262	−28.8%	1.27%
CBRE	Cbre Group, Inc. Real Estate	Reduced	4,872	-329	$659,961	−21.1%	1.26%
QQQ	Invesco Qqq Trust, Series 1	Added	1,110	+6	$640,669	−5.5%	1.22%
WMT	Walmart Inc. Consumer Defensive	Added	4,945	+2,496	$614,564	+125.2%	1.17%
BEN	Franklin Resources Inc Financial Services	NEW	25,870	NEW	$611,049	NEW	1.16%
SPG	Simon Property Group Inc. Real Estate	Reduced	3,230	-82	$602,491	−1.7%	1.15%
VST	Vistra Corp. Utilities	Reduced	3,935	-613	$591,548	−19.4%	1.13%
EBC	Eastern Bankshares, Inc. Financial Services	Reduced	30,221	-1,205	$591,122	+2.1%	1.13%
MTZ	Mastec Inc Industrials	Reduced	1,762	-40	$566,905	+44.7%	1.08%
CHRD	Chord Energy Corp Energy	Added	3,946	+87	$561,042	+56.8%	1.07%
L	Loews Corp Financial Services	NEW	5,250	NEW	$560,385	NEW	1.07%
CLH	Clean Harbors Inc Industrials	Reduced	1,895	-100	$543,353	+16.2%	1.03%
CW	Curtiss Wright Corp Industrials	Reduced	793	-84	$540,128	+11.7%	1.03%
SOFI	SoFi Technologies, Inc. Financial Services	Added	33,623	+7,503	$533,933	−21.9%	1.02%
BKR	Baker Hughes Co Energy	Reduced	8,662	-941	$528,815	+20.9%	1.01%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	NEW	3,130	NEW	$519,799	NEW	0.99%
AXS	Axis Capital Holdings Ltd Financial Services	Added	5,039	+236	$511,004	−0.7%	0.97%
HAL	Halliburton Co Energy	NEW	13,056	NEW	$509,053	NEW	0.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	502	+14	$500,207	+18.9%	0.95%
HWM	Howmet Aerospace Inc. Industrials	Reduced	2,070	-87	$477,052	+7.9%	0.91%
CEG	Constellation Energy Corp Utilities	Reduced	1,703	-188	$475,562	−28.8%	0.91%
WELL	Welltower Inc. Real Estate	Reduced	2,402	-892	$474,899	−22.3%	0.90%
AMCR	Amcor plc Consumer Cyclical	NEW	11,843	NEW	$470,759	NEW	0.90%
BC	Brunswick Corp Consumer Cyclical	NEW	6,234	NEW	$453,585	NEW	0.86%
MSI	Motorola Solutions, Inc. Technology	Reduced	1,032	-163	$447,857	−2.2%	0.85%
NEE	Nextera Energy Inc Utilities	Added	4,655	+478	$432,356	+28.9%	0.82%
CF	CF Industries Holdings, Inc. Basic Materials	Added	3,203	+403	$415,877	+92.0%	0.79%