Maxele Advisors, LLC

CIK

2096567

Location

WEBSTER GROVES, MO

Portfolio Value

Micro $48,357,045

Diversification

Diversified

Filing Date

Global Rank

#7,193 / 8,650 ▲ 383

Top Industry

Semiconductors 20.6%

3Y Alpha vs SPY

+26.8%

Period ended 53 days ago

Filed Aug 17, 2026 · 5d

10 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+212.1%

SPY

+74.8%

Annualised alpha

+25.7%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

49 tracked positions · as of Jun 30, 2026 · Δ vs Dec 31, 2025

Top Position

14.2%

−1.1 pts

Top 5

40.6%

+1.4 pts

Top 10

56.9%

+2.1 pts

HHI

492

Diversified−7

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.0%	$15,950,762	8
Unclassified	18.8%	$9,104,950	10
Industrials	11.3%	$5,466,633	5
Healthcare	9.5%	$4,591,368	5
Financial Services	7.6%	$3,687,771	7
Consumer Defensive	7.2%	$3,473,533	6
Consumer Cyclical	6.0%	$2,899,103	3
Communication Services	3.1%	$1,499,063	2
Utilities	2.1%	$1,039,402	1
Energy	1.3%	$644,460	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	+2,150	11,639	$892,711
VXUS	Vanguard Total International Stock ETF	+1,400	5,165	$441,555
VEA	Vanguard FTSE Developed Markets ETF	+766	8,117	$578,336
GLD	Spdr Gold Trust	+177	8,248	$3,038,398
MU	Micron Technology Inc	+126	881	$1,016,929
SLV	iShares Silver Trust	+121	8,526	$455,885
IBB	iShares Biotechnology ETF	+103	4,755	$904,353
XLB	State Street Materials Select Sector SPDR ETF	+75	8,115	$412,485
AMZN	Amazon Com Inc	+27	8,218	$1,958,678
MSFT	Microsoft Corp	+15	1,759	$656,142
CVX	Chevron Corp	+10	1,510	$250,297
CSCO	Cisco Systems, Inc.	+7	4,766	$559,814
AEE	Ameren Corp	+6	9,195	$1,039,402
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	−720	10,686	$969,647
NFLX	Netflix Inc	−560	5,990	$427,686
NVDA	Nvidia Corp	−439	34,273	$6,857,684
PEP	Pepsico Inc	−273	1,775	$240,335
JPM	Jpmorgan Chase & Co	−251	4,683	$1,532,886
AAPL	Apple Inc.	−225	11,474	$3,320,116
ORCL	Oracle Corp	−143	1,738	$254,703
PG	PROCTER & GAMBLE Co	−142	2,658	$389,769
AMAT	Applied Materials Inc /De	−119	4,266	$3,084,318
SPY	Spdr S&P 500 ETF Trust	−109	961	$717,645
BAC	Bank Of America Corp /De/	−100	7,892	$449,686
MO	Altria Group, Inc.	−100	4,327	$311,327
UNP	Union Pacific Corp	−95	1,308	$355,776
CAT	Caterpillar Inc	−72	1,039	$1,106,431
WMT	Walmart Inc.	−66	8,401	$951,497
DE	Deere & Co	−49	694	$440,225
HD	Home Depot, Inc.	−48	1,770	$624,243
DIA	Spdr Dow Jones Industrial Average ETF Trust	−42	2,164	$1,130,451
LOW	Lowes Companies Inc	−34	1,434	$316,182
MRK	Merck & Co., Inc.	−25	5,271	$677,323
JNJ	Johnson & Johnson	−20	1,680	$426,669
META	Meta Platforms, Inc.	−17	1,902	$1,071,377
UNH	Unitedhealth Group Inc	−16	1,120	$465,505
PM	Philip Morris International Inc.	−15	1,870	$338,301
COST	Costco Wholesale Corp /New	−12	1,328	$1,242,304
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	19,437	$3,321,005
GEV	GE Vernova Inc.	207	$243,196
TSM	Taiwan Semiconductor Manufacturing Co Ltd	421	$201,056
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	3,845	$1,204,489
ADBE	Adobe Inc.	946	$331,090
DIS	Walt Disney Co	2,038	$231,863
HON	Honeywell International Inc	1,115	$217,525
BA	Boeing Co	926	$201,053
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $48,357,045 total · filing declares 98 positions · $143,095,705 · as of Jun 30, 2026

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	Reduced	34,273	-439	$6,857,684	+5.9%	14.18%
SPCX	Space Exploration Technologies Corp Industrials	NEW	19,437	NEW	$3,321,005	NEW	6.87%
AAPL	Apple Inc. Technology	Reduced	11,474	-225	$3,320,116	+4.4%	6.87%
AMAT	Applied Materials Inc /De Technology	Reduced	4,266	-119	$3,084,318	+173.7%	6.38%
GLD	Spdr Gold Trust	Added	8,248	+177	$3,038,398	−5.0%	6.28%
LLY	ELI LILLY & Co Healthcare	Reduced	1,711	-3	$2,052,224	+11.4%	4.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,218	+27	$1,958,678	+3.6%	4.05%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,683	-251	$1,532,886	−3.6%	3.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,328	-12	$1,242,304	+7.5%	2.57%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,164	-42	$1,130,451	+6.6%	2.34%
CAT	Caterpillar Inc Industrials	Reduced	1,039	-72	$1,106,431	+73.8%	2.29%
META	Meta Platforms, Inc. Communication Services	Reduced	1,902	-17	$1,071,377	−15.4%	2.22%
AEE	Ameren Corp Utilities	Added	9,195	+6	$1,039,402	+13.3%	2.15%
MU	Micron Technology Inc Technology	Added	881	+126	$1,016,929	+371.9%	2.10%
ABT	Abbott Laboratories Healthcare	Reduced	10,686	-720	$969,647	−32.1%	2.01%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,401	-66	$951,497	+0.9%	1.97%
IBB	iShares Biotechnology ETF	Added	4,755	+103	$904,353	+15.2%	1.87%
BIV	Vanguard Intermediate-Term Bond ETF	Added	11,639	+2,150	$892,711	+20.8%	1.85%
SPY	Spdr S&P 500 ETF Trust	Reduced	961	-109	$717,645	−1.6%	1.48%
MRK	Merck & Co., Inc. Healthcare	Reduced	5,271	-25	$677,323	+21.5%	1.40%
MSFT	Microsoft Corp Technology	Added	1,759	+15	$656,142	−22.2%	1.36%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,770	-48	$624,243	−0.2%	1.29%
VEA	Vanguard FTSE Developed Markets ETF	Added	8,117	+766	$578,336	+25.9%	1.20%
CSCO	Cisco Systems, Inc. Technology	Added	4,766	+7	$559,814	+52.7%	1.16%
MS	Morgan Stanley Financial Services	Held	2,655	0	$555,001	+17.7%	1.15%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	758	0	$533,131	+16.6%	1.10%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,120	-16	$465,505	+24.1%	0.96%
SLV	iShares Silver Trust	Added	8,526	+121	$455,885	−15.8%	0.94%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	7,892	-100	$449,686	+2.3%	0.93%
VXUS	Vanguard Total International Stock ETF	Added	5,165	+1,400	$441,555	+55.5%	0.91%
DE	Deere & Co Industrials	Reduced	694	-49	$440,225	+27.3%	0.91%
NFLX	Netflix Inc Communication Services	Reduced	5,990	-560	$427,686	−30.4%	0.88%
JNJ	Johnson & Johnson Healthcare	Reduced	1,680	-20	$426,669	+21.3%	0.88%
XLB	State Street Materials Select Sector SPDR ETF	Added	8,115	+75	$412,485	+13.1%	0.85%
XOM	ExxonMobil Holdings Corp Energy	Held	2,883	0	$394,163	+13.6%	0.82%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,658	-142	$389,769	−2.9%	0.81%
GS	Goldman Sachs Group Inc Financial Services	Reduced	355	-3	$359,036	+14.1%	0.74%
UNP	Union Pacific Corp Industrials	Reduced	1,308	-95	$355,776	+9.6%	0.74%
BNY	Bank of New York Mellon Corp Financial Services	Held	2,422	0	$350,245	+24.6%	0.72%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,870	-15	$338,301	+11.9%	0.70%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,434	-34	$316,182	−10.7%	0.65%
MO	Altria Group, Inc. Consumer Defensive	Reduced	4,327	-100	$311,327	+22.0%	0.64%
ORCL	Oracle Corp Technology	Reduced	1,738	-143	$254,703	−30.5%	0.53%
CVX	Chevron Corp Energy	Added	1,510	+10	$250,297	+9.5%	0.52%
GEV	GE Vernova Inc. Industrials	NEW	207	NEW	$243,196	NEW	0.50%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,775	-273	$240,335	−18.2%	0.50%
CBSH	Commerce Bancshares Inc /Mo/ Financial Services	Held	4,122	0	$238,045	+10.3%	0.49%
MA	Mastercard Inc Financial Services	Held	395	0	$202,872	−10.0%	0.42%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	421	NEW	$201,056	NEW	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.