Maxele Advisors, LLC

CIK

2096567

Location

WEBSTER GROVES, MO

Portfolio Value

Micro $39,348,632

Diversification

Diversified

Filing Date

Global Rank

#7,010 / 8,420 ▼ 99

Top Industry

Semiconductors 20.1%

3Y Alpha vs SPY

-0.2%

Period ended 6 months ago

Filed Feb 5, 2026 · 4mo

9 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+75.3%

SPY

+76.3%

Annualised alpha

-0.2%

Max drawdown

−19.0%

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

46 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

16.5%

−1.8 pts

Top 5

42.2%

−0.4 pts

Top 10

58.8%

−1.8 pts

HHI

563

Diversified−54

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	32.8%	$12,904,396	8
Unclassified	15.2%	$5,987,145	5
Healthcare	11.6%	$4,555,333	5
Financial Services	9.0%	$3,537,828	7
Consumer Defensive	8.5%	$3,351,653	6
Communication Services	7.4%	$2,923,373	4
Consumer Cyclical	7.3%	$2,870,241	3
Industrials	4.4%	$1,725,495	5
Utilities	2.3%	$917,613	1
Energy	1.5%	$575,555	2

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+5,895	6,550	$614,128
SLV	iShares Silver Trust	+2,105	8,405	$541,450
AAPL	Apple Inc.	+1,496	11,699	$3,180,490
ABT	Abbott Laboratories	+700	11,406	$1,429,057
GLD	Spdr Gold Trust	+533	8,071	$3,198,618
MS	Morgan Stanley	+410	2,655	$471,342
AMZN	Amazon Com Inc	+398	8,191	$1,890,646
NVDA	Nvidia Corp	+281	34,712	$6,473,788
JNJ	Johnson & Johnson	+238	1,700	$351,815
CVX	Chevron Corp	+179	1,500	$228,615
META	Meta Platforms, Inc.	+147	1,919	$1,266,712
CBSH	Commerce Bancshares Inc /Mo/	+134	4,122	$215,745
MRK	Merck & Co., Inc.	+121	5,296	$557,456
MSFT	Microsoft Corp	+96	1,744	$843,433
CSCO	Cisco Systems, Inc.	+85	4,759	$366,585
JPM	Jpmorgan Chase & Co	+60	4,934	$1,589,833
XOM	Exxon Mobil Corp	+46	2,883	$346,940
PEP	Pepsico Inc	+31	2,048	$293,928
PM	Philip Morris International Inc.	+29	1,885	$302,354
AEE	Ameren Corp	+3	9,189	$917,613
LOW	Lowes Companies Inc	+1	1,468	$354,022
ORCL	Oracle Corp	+1	1,881	$366,625
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−200	7,992	$439,560
SPY	Spdr S&P 500 ETF Trust	−65	1,070	$729,654
AMAT	Applied Materials Inc /De	−65	4,385	$1,126,901
LLY	ELI LILLY & Co	−40	1,714	$1,842,001
DIS	Walt Disney Co	−35	2,038	$231,863
UNH	Unitedhealth Group Inc	−30	1,136	$375,004
DIA	Spdr Dow Jones Industrial Average ETF Trust	−18	2,206	$1,060,137
CAT	Caterpillar Inc	−9	1,111	$636,458
COST	Costco Wholesale Corp /New	−9	1,340	$1,155,535
UNP	Union Pacific Corp	−5	1,403	$324,541
HD	Home Depot, Inc.	−2	1,818	$625,573
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	2,590	$810,670
MU	Micron Technology Inc	755	$215,484
BA	Boeing Co	926	$201,053
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

46 positions · $39,348,632 total · as of Dec 31, 2025

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	34,712	+281	$6,473,788	+0.8%	16.45%
GLD	Spdr Gold Trust	Added	8,071	+533	$3,198,618	+19.4%	8.13%
AAPL	Apple Inc. Technology	Added	11,699	+1,496	$3,180,490	+22.4%	8.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,191	+398	$1,890,646	+10.5%	4.80%
LLY	ELI LILLY & Co Healthcare	Reduced	1,714	-40	$1,842,001	+37.6%	4.68%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,934	+60	$1,589,833	+3.4%	4.04%
ABT	Abbott Laboratories Healthcare	Added	11,406	+700	$1,429,057	−0.3%	3.63%
META	Meta Platforms, Inc. Communication Services	Added	1,919	+147	$1,266,712	−2.7%	3.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,340	-9	$1,155,535	−7.5%	2.94%
AMAT	Applied Materials Inc /De Technology	Reduced	4,385	-65	$1,126,901	+23.7%	2.86%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,206	-18	$1,060,137	+2.8%	2.69%
WMT	Walmart Inc. Consumer Defensive	Held	8,467	0	$943,308	+8.1%	2.40%
AEE	Ameren Corp Utilities	Added	9,189	+3	$917,613	−4.3%	2.33%
MSFT	Microsoft Corp Technology	Added	1,744	+96	$843,433	−1.2%	2.14%
GOOGL	Alphabet Inc. Communication Services	NEW	2,590	NEW	$810,670	NEW	2.06%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,070	-65	$729,654	−3.5%	1.85%
CAT	Caterpillar Inc Industrials	Reduced	1,111	-9	$636,458	+19.1%	1.62%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,818	-2	$625,573	−15.2%	1.59%
NFLX	Netflix Inc Communication Services	Added	6,550	+5,895	$614,128	+682.0%	1.56%
MRK	Merck & Co., Inc. Healthcare	Added	5,296	+121	$557,456	+28.3%	1.42%
SLV	iShares Silver Trust	Added	8,405	+2,105	$541,450	+102.8%	1.38%
MS	Morgan Stanley Financial Services	Added	2,655	+410	$471,342	+32.1%	1.20%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	758	0	$457,286	+1.2%	1.16%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	7,992	-200	$439,560	+4.0%	1.12%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,800	0	$401,268	−6.7%	1.02%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,136	-30	$375,004	−6.9%	0.95%
ORCL	Oracle Corp Technology	Added	1,881	+1	$366,625	−30.7%	0.93%
CSCO	Cisco Systems, Inc. Technology	Added	4,759	+85	$366,585	+14.6%	0.93%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,468	+1	$354,022	−4.0%	0.90%
JNJ	Johnson & Johnson Healthcare	Added	1,700	+238	$351,815	+29.8%	0.89%
XOM	Exxon Mobil Corp Energy	Added	2,883	+46	$346,940	+8.5%	0.88%
DE	Deere & Co Industrials	Held	743	0	$345,918	+1.8%	0.88%
ADBE	Adobe Inc. Technology	Held	946	0	$331,090	−0.8%	0.84%
UNP	Union Pacific Corp Industrials	Reduced	1,403	-5	$324,541	−2.5%	0.82%
GS	Goldman Sachs Group Inc Financial Services	Held	358	0	$314,682	+10.4%	0.80%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,885	+29	$302,354	+0.4%	0.77%
PEP	Pepsico Inc Consumer Defensive	Added	2,048	+31	$293,928	+3.8%	0.75%
BNY	Bank of New York Mellon Corp Financial Services	Held	2,422	0	$281,169	+6.5%	0.71%
MO	Altria Group, Inc. Consumer Defensive	Held	4,427	0	$255,260	−12.7%	0.65%
DIS	Walt Disney Co Communication Services	Reduced	2,038	-35	$231,863	−2.3%	0.59%
CVX	Chevron Corp Energy	Added	1,500	+179	$228,615	+11.4%	0.58%
MA	Mastercard Inc Financial Services	Held	395	0	$225,497	+0.4%	0.57%
HON	Honeywell International Inc Industrials	Held	1,115	0	$217,525	−1.7%	0.55%
CBSH	Commerce Bancshares Inc /Mo/ Financial Services	Added	4,122	+134	$215,745	−4.9%	0.55%
MU	Micron Technology Inc Technology	NEW	755	NEW	$215,484	NEW	0.55%
BA	Boeing Co Industrials	NEW	926	NEW	$201,053	NEW	0.51%