Englebert Financial Advisers, LLC

CIK

2097035

Location

Allentown, PA

Portfolio Value

Micro $17,950,969

Diversification

Diversified

Filing Date

Global Rank

#7,445 / 8,232 ▲ 245

Top Industry

Semiconductors 12.1%

3Y Alpha vs SPY

+1.9%

Period ended 2 months ago

Filed Apr 22, 2026 · 52d

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

+9.6%

SPY

+9.1%

Annualised alpha

+2.0%

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

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

Top Position

10.6%

−2.2 pts

Top 5

39.0%

−4.2 pts

Top 10

60.4%

−5.5 pts

HHI

504

Diversified−132

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.5%	$6,909,768	10
Healthcare	33.4%	$5,998,758	11
Consumer Cyclical	8.4%	$1,509,594	1
Basic Materials	6.5%	$1,174,741	1
Financial Services	6.4%	$1,150,830	2
Energy	3.0%	$541,208	2
Utilities	1.9%	$334,899	1
Industrials	1.8%	$331,171	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
DKNG	DraftKings Inc.	+5,890	69,824	$1,509,594
FROG	JFrog Ltd	+5,532	17,719	$831,552
MSFT	Microsoft Corp	+2,000	2,685	$993,906
AAPL	Apple Inc.	+1,481	4,376	$1,110,585
ELV	Elevance Health, Inc.	+241	2,202	$644,635
ABBV	AbbVie Inc.	+88	2,230	$485,002
UNH	Unitedhealth Group Inc	+46	2,039	$551,733
AJG	Arthur J. Gallagher & Co.	+21	3,385	$733,123
VKTX	Viking Therapeutics, Inc.	+12	11,773	$383,093
JNJ	Johnson & Johnson	+7	5,285	$1,291,865
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	−5,714	2,869	$345,112
XOM	Exxon Mobil Corp	−558	1,862	$315,906
SOLV	Solventum Corp	−299	9,789	$639,221
PPL	PPL Corp	−177	8,767	$334,899
APD	Air Products & Chemicals, Inc.	−159	4,044	$1,174,741
AVGO	Broadcom Inc.	−151	6,172	$1,910,295
MDT	Medtronic plc	−119	6,773	$586,880
GEHC	GE HealthCare Technologies Inc.	−91	8,378	$596,346
JPM	Jpmorgan Chase & Co	−49	1,420	$417,707
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	4,023	$644,967
WDC	Western Digital Corp	1,387	$375,169
HWM	Howmet Aerospace Inc.	1,437	$331,171
STX	Seagate Technology Holdings plc	796	$311,840
MU	Micron Technology Inc	771	$260,474
PRAX	Praxis Precision Medicines, Inc.	789	$254,207
CIEN	Ciena Corp	652	$253,125
NRP	Natural Resource Partners LP	1,862	$225,302
PACS	PACS Group, Inc.	6,870	$220,664
LITE	Lumentum Holdings Inc.	310	$217,855
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
UPS	United Parcel Service Inc	6,696	$664,176
HOOD	Robinhood Markets, Inc.	4,044	$457,376
VRTX	Vertex Pharmaceuticals Inc / Ma	453	$205,372
NVDA	Nvidia Corp	1,098	$204,777
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 positions · $17,950,969 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	6,172	-151	$1,910,295	−12.7%	10.64%
DKNG	DraftKings Inc. Consumer Cyclical	Added	69,824	+5,890	$1,509,594	−31.5%	8.41%
JNJ	Johnson & Johnson Healthcare	Added	5,285	+7	$1,291,865	+18.3%	7.20%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	4,044	-159	$1,174,741	+13.1%	6.54%
AAPL	Apple Inc. Technology	Added	4,376	+1,481	$1,110,585	+41.1%	6.19%
MSFT	Microsoft Corp Technology	Added	2,685	+2,000	$993,906	+200.0%	5.54%
FROG	JFrog Ltd Technology	Added	17,719	+5,532	$831,552	+9.2%	4.63%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	3,385	+21	$733,123	−15.8%	4.08%
PANW	Palo Alto Networks Inc Technology	NEW	4,023	NEW	$644,967	NEW	3.59%
ELV	Elevance Health, Inc. Healthcare	Added	2,202	+241	$644,635	−6.2%	3.59%
SOLV	Solventum Corp Healthcare	Reduced	9,789	-299	$639,221	−20.0%	3.56%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	8,378	-91	$596,346	−14.1%	3.32%
MDT	Medtronic plc Healthcare	Reduced	6,773	-119	$586,880	−11.4%	3.27%
UNH	Unitedhealth Group Inc Healthcare	Added	2,039	+46	$551,733	−16.1%	3.07%
ABBV	AbbVie Inc. Healthcare	Added	2,230	+88	$485,002	−0.9%	2.70%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,420	-49	$417,707	−11.8%	2.33%
VKTX	Viking Therapeutics, Inc. Healthcare	Added	11,773	+12	$383,093	−7.4%	2.13%
WDC	Western Digital Corp Technology	NEW	1,387	NEW	$375,169	NEW	2.09%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,869	-5,714	$345,112	−61.8%	1.92%
PPL	PPL Corp Utilities	Reduced	8,767	-177	$334,899	+6.9%	1.87%
HWM	Howmet Aerospace Inc. Industrials	NEW	1,437	NEW	$331,171	NEW	1.84%
XOM	Exxon Mobil Corp Energy	Reduced	1,862	-558	$315,906	+8.5%	1.76%
STX	Seagate Technology Holdings plc Technology	NEW	796	NEW	$311,840	NEW	1.74%
MU	Micron Technology Inc Technology	NEW	771	NEW	$260,474	NEW	1.45%
PRAX	Praxis Precision Medicines, Inc. Healthcare	NEW	789	NEW	$254,207	NEW	1.42%
CIEN	Ciena Corp Technology	NEW	652	NEW	$253,125	NEW	1.41%
NRP	Natural Resource Partners LP Energy	NEW	1,862	NEW	$225,302	NEW	1.26%
PACS	PACS Group, Inc. Healthcare	NEW	6,870	NEW	$220,664	NEW	1.23%
LITE	Lumentum Holdings Inc. Technology	NEW	310	NEW	$217,855	NEW	1.21%