HBE Wealth Management, LLC

CIK

2104442

Location

LINCOLN, NE

Portfolio Value

Micro $11,284,829

Diversification

Diversified

Filing Date

Global Rank

#8,052 / 8,517 ▲ 354

Top Industry

Semiconductors 21.7%

3Y Alpha vs SPY

+9.9%

Period ended 46 days ago

Filed Jul 13, 2026 · 33d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–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

+17.2%

SPY

+13.9%

Annualised alpha

+7.6%

Max drawdown

−8.8%

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 3 quarters. Past performance does not predict future results.

Portfolio Concentration

22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.9%

−0.0 pts

Top 5

49.8%

−1.4 pts

Top 10

72.6%

−6.1 pts

HHI

692

Diversified−70

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.1%	$4,860,833	9
Industrials	17.8%	$2,005,996	3
Financial Services	13.8%	$1,555,182	2
Consumer Cyclical	9.3%	$1,051,684	2
Healthcare	8.2%	$926,236	3
Communication Services	4.2%	$473,515	1
Energy	3.6%	$411,383	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+293	3,439	$995,109
NVDA	Nvidia Corp	+265	4,793	$959,031
MSFT	Microsoft Corp	+172	2,399	$894,874
BRK-B	Berkshire Hathaway Inc	+38	2,634	$1,318,027
AMZN	Amazon Com Inc	+30	3,174	$756,491
MRK	Merck & Co., Inc.	+17	2,882	$370,337
FTI	TechnipFMC plc	+9	3,056	$202,612
AME	Ametek Inc/	+2	6,027	$1,458,172
CB	Chubb Ltd	+2	696	$237,155
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−3,263	2,205	$307,884
GOOGL	Alphabet Inc.	−2,029	1,325	$473,515
MU	Micron Technology Inc	−268	326	$376,298
AVGO	Broadcom Inc.	−105	1,554	$587,023
BMY	Bristol Myers Squibb Co	−22	3,611	$208,065
XOM	ExxonMobil Holdings Corp	−13	1,527	$208,771
LLY	ELI LILLY & Co	−2	290	$347,834
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	837	$295,193
FIX	Comfort Systems USA Inc	146	$289,364
LRCX	Lam Research Corp	632	$273,864
JBHT	Hunt J B Transport Services Inc	893	$258,460
WDC	Western Digital Corp	394	$251,655
QCOM	Qualcomm Inc/De	1,164	$215,095
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	6,724	$430,873
WMT	Walmart Inc.	2,577	$320,269
PCG	PG&E Corp	10,473	$184,010
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 tracked positions · $11,284,829 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AME	Ametek Inc/ Industrials	Added	6,027	+2	$1,458,172	+12.9%	12.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,634	+38	$1,318,027	+6.0%	11.68%
AAPL	Apple Inc. Technology	Added	3,439	+293	$995,109	+24.6%	8.82%
NVDA	Nvidia Corp Technology	Added	4,793	+265	$959,031	+21.4%	8.50%
MSFT	Microsoft Corp Technology	Added	2,399	+172	$894,874	+8.6%	7.93%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,174	+30	$756,491	+15.5%	6.70%
AVGO	Broadcom Inc. Technology	Reduced	1,554	-105	$587,023	+14.3%	5.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,325	-2,029	$473,515	−50.8%	4.20%
MU	Micron Technology Inc Technology	Reduced	326	-268	$376,298	+87.5%	3.33%
MRK	Merck & Co., Inc. Healthcare	Added	2,882	+17	$370,337	+7.5%	3.28%
LLY	ELI LILLY & Co Healthcare	Reduced	290	-2	$347,834	+29.5%	3.08%
INTC	Intel Corp Technology	Reduced	2,205	-3,263	$307,884	+27.6%	2.73%
HD	Home Depot, Inc. Consumer Cyclical	NEW	837	NEW	$295,193	NEW	2.62%
FIX	Comfort Systems USA Inc Industrials	NEW	146	NEW	$289,364	NEW	2.56%
LRCX	Lam Research Corp Technology	NEW	632	NEW	$273,864	NEW	2.43%
JBHT	Hunt J B Transport Services Inc Industrials	NEW	893	NEW	$258,460	NEW	2.29%
WDC	Western Digital Corp Technology	NEW	394	NEW	$251,655	NEW	2.23%
CB	Chubb Ltd Financial Services	Added	696	+2	$237,155	+4.8%	2.10%
QCOM	Qualcomm Inc/De Technology	NEW	1,164	NEW	$215,095	NEW	1.91%
XOM	ExxonMobil Holdings Corp Energy	Reduced	1,527	-13	$208,771	−20.1%	1.85%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	3,611	-22	$208,065	−5.6%	1.84%
FTI	TechnipFMC plc Energy	Added	3,056	+9	$202,612	−3.8%	1.80%

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.