Index Technologies Group LLC

CIK

2095322

Location

New York, NY

Portfolio Value

Micro $1,691,210

Diversification

Diversified

Filing Date

Global Rank

#6,767 / 8,586 ▲ 48

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

-9.0%

Period ended 3 months ago

Filed Apr 29, 2026 · 48d

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

+8.7%

SPY

+11.2%

Annualised alpha

-9.0%

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

4 positions · $1,691,210 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,914	-387	$276,458	−16.2%	16.35%
PFGC	Performance Food Group Co Consumer Defensive	Reduced	3,502	-37	$299,981	−5.7%	17.74%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	502	+14	$500,207	+18.9%	29.58%
WMT	Walmart Inc. Consumer Defensive	Added	4,945	+2,496	$614,564	+125.2%	36.34%