Pearl Planning LLC

CIK

2100519

Location

DEXTER, MI

Portfolio Value

Micro $7,017,393

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,259 / 8,605 ▲ 28 · as of Mar 2026

Top Industry

Software - Infrastructure 20.5%

3Y Alpha vs SPY

+9.0%

Period ended 3 months ago

Filed Apr 30, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+14.1%

SPY

+10.0%

Annualised alpha

+12.3%

Max drawdown

−10.7%

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

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

Top Position

41.0%

+3.7 pts

Top 5

71.8%

+1.8 pts

Top 10

94.1%

+2.5 pts

HHI

2,054

Moderately concentrated+257

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	41.0%	$2,880,128	1
Technology	37.6%	$2,639,814	6
Communication Services	8.9%	$627,280	2
Industrials	5.8%	$409,348	1
Financial Services	3.4%	$237,975	1
Consumer Cyclical	3.2%	$222,848	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+22	2,471	$627,115
AVGO	Broadcom Inc.	+11	674	$208,609
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
IBM	International Business Machines Corp	−223	2,754	$667,542
META	Meta Platforms, Inc.	−94	732	$418,799
AMZN	Amazon Com Inc	−91	1,070	$222,848
ORCL	Oracle Corp	−33	3,023	$444,713
MSFT	Microsoft Corp	−27	1,085	$401,634
GOOGL	Alphabet Inc.	−20	725	$208,481
QQQ	Invesco Qqq Trust, Series 1	−14	4,990	$2,880,128
NVDA	Nvidia Corp	−1	1,664	$290,201
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TXN	Texas Instruments Inc	1,326	$230,047
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $7,017,393 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,990	-14	$2,880,128	−6.3%	41.04%
IBM	International Business Machines Corp Technology	Reduced	2,754	-223	$667,542	−24.3%	9.51%
AAPL	Apple Inc. Technology	Added	2,471	+22	$627,115	−5.8%	8.94%
ORCL	Oracle Corp Technology	Reduced	3,023	-33	$444,713	−25.3%	6.34%
META	Meta Platforms, Inc. Communication Services	Reduced	732	-94	$418,799	−23.2%	5.97%
RSG	Republic Services, Inc. Industrials	Held	1,869	0	$409,348	+3.3%	5.83%
MSFT	Microsoft Corp Technology	Reduced	1,085	-27	$401,634	−25.3%	5.72%
NVDA	Nvidia Corp Technology	Reduced	1,664	-1	$290,201	−6.5%	4.14%
JPM	Jpmorgan Chase & Co Financial Services	Held	809	0	$237,975	−8.7%	3.39%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,070	-91	$222,848	−16.8%	3.18%
AVGO	Broadcom Inc. Technology	Added	674	+11	$208,609	−9.1%	2.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	725	-20	$208,481	−10.6%	2.97%