Geremia Financial Services, LLC

CIK

2104898

Location

EDISON, NJ

Portfolio Value

Small $104,736,731

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,260 / 8,232 ▲ 307

Top Industry

Semiconductors 38.5%

3Y Alpha vs SPY

+6.0%

Period ended 2 months ago

Filed Apr 27, 2026 · 47d

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

+10.7%

SPY

+9.1%

Annualised alpha

+6.0%

Max drawdown

−15.2%

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

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

Top Position

38.5%

−2.5 pts

Top 5

78.3%

−5.5 pts

Top 10

100.0%

0.0 pts

HHI

2,045

Moderately concentrated−215

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	55.2%	$57,780,734	3
Financial Services	18.5%	$19,380,936	2
Consumer Cyclical	9.2%	$9,586,278	1
Industrials	8.8%	$9,194,573	1
Communication Services	8.4%	$8,794,210	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+37,700	830,700	$9,586,278
NVDA	Nvidia Corp	+3,878	231,287	$40,336,452
GNRC	Generac Holdings Inc.	+3,719	47,072	$9,194,573
MSFT	Microsoft Corp	+372	19,982	$7,396,736
AAPL	Apple Inc.	+341	39,590	$10,047,546
META	Meta Platforms, Inc.	+275	15,371	$8,794,210
GS	Goldman Sachs Group Inc	+69	15,128	$12,798,136
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MS	Morgan Stanley	40,000	$6,582,800
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
JPM	Jpmorgan Chase & Co	4,451	$1,434,201
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $104,736,731 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
NVDA	Nvidia Corp Technology	Added	231,287	+3,878	$40,336,452	−4.9%	38.51%
GS	Goldman Sachs Group Inc Financial Services	Added	15,128	+69	$12,798,136	−3.3%	12.22%
AAPL	Apple Inc. Technology	Added	39,590	+341	$10,047,546	−5.8%	9.59%
F	Ford Motor Co Consumer Cyclical	Added	830,700	+37,700	$9,586,278	−7.9%	9.15%
GNRC	Generac Holdings Inc. Industrials	Added	47,072	+3,719	$9,194,573	+55.5%	8.78%
META	Meta Platforms, Inc. Communication Services	Added	15,371	+275	$8,794,210	−11.7%	8.40%
MSFT	Microsoft Corp Technology	Added	19,982	+372	$7,396,736	−22.0%	7.06%
MS	Morgan Stanley Financial Services	NEW	40,000	NEW	$6,582,800	NEW	6.29%