Englebert Financial Advisers, LLC
Filing Date
Global Rank
#7,816
/ 8,605
▲ 115
· as of Mar 2026
Top Industry
Semiconductors
12.3%
3Y Alpha vs SPY
+16.7%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+15.6%
SPY
+10.0%
Annualised alpha
+17.0%
Max drawdown
−8.2%
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
28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.8%
−2.2 pts
Top 5
39.7%
−4.3 pts
Top 10
61.5%
−5.6 pts
HHI
519
Diversified−137
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.2% | $6,909,768 |
| Healthcare | 34.0% | $5,998,758 |
| Consumer Cyclical | 8.6% | $1,509,594 |
| Basic Materials | 6.7% | $1,174,741 |
| Financial Services | 6.5% | $1,150,830 |
| Utilities | 1.9% | $334,899 |
| Industrials | 1.9% | $331,171 |
| Energy | 1.3% | $225,302 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MRK | Merck & Co., Inc. | −5,714 | 2,869 | $345,112 | |
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
28 positions ·
$17,635,063 total
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 6,172 | $1,910,295 | 10.83% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
Added | 69,824 | $1,509,594 | 8.56% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,285 | $1,291,865 | 7.33% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 4,044 | $1,174,741 | 6.66% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,376 | $1,110,585 | 6.30% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,685 | $993,906 | 5.64% | |
| FROG |
JFrog Ltd
Technology
|
Added | 17,719 | $831,552 | 4.72% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Added | 3,385 | $733,123 | 4.16% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 4,023 | $644,967 | 3.66% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 2,202 | $644,635 | 3.66% | |
| SOLV |
Solventum Corp
Healthcare
|
Reduced | 9,789 | $639,221 | 3.62% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 8,378 | $596,346 | 3.38% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 6,773 | $586,880 | 3.33% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,039 | $551,733 | 3.13% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,230 | $485,002 | 2.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,420 | $417,707 | 2.37% | |
| VKTX |
Viking Therapeutics, Inc.
Healthcare
|
Added | 11,773 | $383,093 | 2.17% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 1,387 | $375,169 | 2.13% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 2,869 | $345,112 | 1.96% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 8,767 | $334,899 | 1.90% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
NEW | 1,437 | $331,171 | 1.88% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 796 | $311,840 | 1.77% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 771 | $260,474 | 1.48% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
NEW | 789 | $254,207 | 1.44% | |
| CIEN |
Ciena Corp
Technology
|
NEW | 652 | $253,125 | 1.44% | |
| NRP |
Natural Resource Partners LP
Energy
|
NEW | 1,862 | $225,302 | 1.28% | |
| PACS |
PACS Group, Inc.
Healthcare
|
NEW | 6,870 | $220,664 | 1.25% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 310 | $217,855 | 1.24% |