Price Financial Group Wealth Management, Inc
Filing Date
Global Rank
#8,372
/ 8,608
▲ 158
· as of Mar 2026
Top Industry
Semiconductors
14.3%
3Y Alpha vs SPY
+10.4%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+14.1%
SPY
+11.0%
Annualised alpha
+8.9%
Max drawdown
−9.0%
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
22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.2%
−7.3 pts
Top 5
41.5%
−33.1 pts
Top 10
64.9%
−35.1 pts
HHI
574
Diversified−787
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.7% | $1,297,285 |
| Communication Services | 17.6% | $793,826 |
| Consumer Cyclical | 11.8% | $532,701 |
| Financial Services | 10.2% | $462,427 |
| Industrials | 9.2% | $416,064 |
| Consumer Defensive | 6.4% | $290,957 |
| Healthcare | 6.0% | $272,302 |
| Energy | 5.2% | $234,210 |
| Utilities | 4.7% | $213,614 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVX | Chevron Corp | 1,132 | $234,210 | |
| SBUX | Starbucks Corp | 2,016 | $180,613 | |
| GEV | GE Vernova Inc. | 192 | $167,596 | |
| META | Meta Platforms, Inc. | 278 | $159,052 | |
| GE | General Electric Co | 520 | $147,560 | |
| AAPL | Apple Inc. | 568 | $144,152 | |
| UNH | Unitedhealth Group Inc | 514 | $139,083 | |
| AVGO | Broadcom Inc. | 442 | $136,803 | |
| JNJ | Johnson & Johnson | 545 | $133,219 | |
| PANW | Palo Alto Networks Inc | 791 | $126,813 | |
| ABNB | Airbnb, Inc. | 1,002 | $126,532 | |
| AMD | Advanced Micro Devices Inc | 540 | $109,852 | |
| BA | Boeing Co | 507 | $100,908 | |
| CSCO | Cisco Systems, Inc. | 1,212 | $94,039 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
22 positions ·
$4,513,386 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AFL |
Aflac Inc
Financial Services
|
Added | 4,215 | $462,427 | 10.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,515 | $435,653 | 9.65% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,297 | $400,596 | 8.88% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 292 | $290,957 | 6.45% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 770 | $285,030 | 6.32% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,132 | $234,210 | 5.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,083 | $225,556 | 5.00% | |
| XEL |
Xcel Energy Inc
Utilities
|
Reduced | 2,689 | $213,614 | 4.73% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 2,066 | $199,121 | 4.41% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
NEW | 2,016 | $180,613 | 4.00% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 192 | $167,596 | 3.71% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 278 | $159,052 | 3.52% | |
| GE |
General Electric Co
Industrials
|
NEW | 520 | $147,560 | 3.27% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 568 | $144,152 | 3.19% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 514 | $139,083 | 3.08% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 442 | $136,803 | 3.03% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 545 | $133,219 | 2.95% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 791 | $126,813 | 2.81% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
NEW | 1,002 | $126,532 | 2.80% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 540 | $109,852 | 2.43% | |
| BA |
Boeing Co
Industrials
|
NEW | 507 | $100,908 | 2.24% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 1,212 | $94,039 | 2.08% |