Daybright Advisory Services, Inc.
Filing Date
Global Rank
#5,304
/ 8,586
▲ 23
Top Industry
Semiconductors
45.1%
3Y Alpha vs SPY
+18.1%
Period ended 3 months ago
Filed May 12, 2026 · 35d
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
+16.2%
SPY
+11.2%
Annualised alpha
+19.5%
Max drawdown
−11.7%
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
41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.5%
+0.4 pts
Top 5
62.1%
+0.1 pts
Top 10
84.5%
+1.1 pts
HHI
1,274
Diversified+27
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 64.0% | $76,701,428 |
| Communication Services | 14.5% | $17,316,927 |
| Unclassified | 12.4% | $14,844,637 |
| Consumer Cyclical | 4.4% | $5,306,837 |
| Financial Services | 1.3% | $1,514,129 |
| Industrials | 1.0% | $1,161,886 |
| Energy | 0.9% | $1,089,442 |
| Consumer Defensive | 0.9% | $1,051,506 |
| Healthcare | 0.7% | $793,593 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MU | Micron Technology Inc | +8,383 | 12,985 | $4,386,852 | |
| AAPL | Apple Inc. | +3,454 | 55,709 | $14,138,387 | |
| AVGO | Broadcom Inc. | +1,304 | 23,438 | $7,254,295 | |
| NVDA | Nvidia Corp | +972 | 202,277 | $35,277,108 | |
| VZ | Verizon Communications Inc | +305 | 6,119 | $307,173 | |
| SPY | Spdr S&P 500 ETF Trust | +272 | 10,862 | $7,063,993 | |
| MSFT | Microsoft Corp | +153 | 18,746 | $6,939,206 | |
| WMT | Walmart Inc. | +112 | 3,673 | $456,480 | |
| V | Visa Inc. | +68 | 1,468 | $443,688 | |
| OKE | Oneok Inc /New/ | +10 | 3,798 | $343,301 | |
| ABBV | AbbVie Inc. | +3 | 1,337 | $290,784 | |
| MAR | Marriott International Inc /Md/ | +2 | 2,344 | $766,652 | |
| HD | Home Depot, Inc. | +2 | 1,011 | $332,507 | |
| AMAT | Applied Materials Inc /De | +1 | 1,051 | $359,221 | |
| KLAC | Kla Corp | +1 | 335 | $493,257 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VRT | Vertiv Holdings Co | −4,684 | 3,705 | $928,398 | |
| APP | AppLovin Corp | −2,902 | 883 | $351,434 | |
| AMZN | Amazon Com Inc | −1,128 | 20,203 | $4,207,678 | |
| QQQ | Invesco Qqq Trust, Series 1 | −394 | 9,601 | $5,541,505 | |
| MO | Altria Group, Inc. | −316 | 3,610 | $238,223 | |
| PM | Philip Morris International Inc. | −307 | 2,158 | $356,803 | |
| IBM | International Business Machines Corp | −190 | 2,291 | $555,315 | |
| GOOGL | Alphabet Inc. | −139 | 37,054 | $10,655,248 | |
| BRK-B | Berkshire Hathaway Inc | −128 | 1,278 | $612,417 | |
| META | Meta Platforms, Inc. | −64 | 10,107 | $5,782,517 | |
| CVX | Chevron Corp | −36 | 1,375 | $284,487 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −31 | 2,831 | $1,311,290 | |
| HON | Honeywell International Inc | −22 | 1,033 | $233,488 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
6 positions
3 positions ·
$1,051,506 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,673 | $456,480 | 43.41% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 2,158 | $356,803 | 33.93% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 3,610 | $238,223 | 22.66% |