Englebert Financial Advisers, LLC
Filing Date
Global Rank
#7,445
/ 8,232
▲ 245
Top Industry
Semiconductors
12.1%
3Y Alpha vs SPY
+3.2%
Period ended 2 months ago
Filed Apr 22, 2026 · 52d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.0%
SPY
+9.1%
Annualised alpha
+3.2%
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, 2025Top 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 |
|---|---|---|
| Technology | 38.5% | $6,909,768 |
| Healthcare | 33.4% | $5,998,758 |
| Consumer Cyclical | 8.4% | $1,509,594 |
| Basic Materials | 6.5% | $1,174,741 |
| Financial Services | 6.4% | $1,150,830 |
| Energy | 3.0% | $541,208 |
| Utilities | 1.9% | $334,899 |
| Industrials | 1.8% | $331,171 |
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
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | 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. | ||||
2 positions ·
$1,150,830 total
· Financial Services only
· 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 |
|---|---|---|---|---|---|---|
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Added | 3,385 | $733,123 | 63.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,420 | $417,707 | 36.30% |