Adirondack Capital Advisors, LLC
Filing Date
Global Rank
#7,823
/ 8,603
▲ 87
· as of Mar 2026
Top Industry
Insurance - Diversified
32.4%
3Y Alpha vs SPY
+8.7%
Period ended 3 months ago
Filed Apr 9, 2026 · 3mo
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
+11.1%
SPY
+9.6%
Annualised alpha
+4.3%
Max drawdown
−8.3%
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
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.2%
−1.4 pts
Top 5
74.6%
−5.8 pts
Top 10
92.0%
−1.9 pts
HHI
1,490
Diversified−134
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 43.0% | $7,489,430 |
| Technology | 22.6% | $3,939,030 |
| Unclassified | 22.1% | $3,856,139 |
| Industrials | 9.0% | $1,568,455 |
| Consumer Cyclical | 1.5% | $263,461 |
| Communication Services | 1.4% | $245,863 |
| Healthcare | 0.3% | $49,800 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GE | General Electric Co | +404 | 1,133 | $321,511 | |
| QQQ | Invesco Qqq Trust, Series 1 | +385 | 6,681 | $3,856,139 | |
| NVDA | Nvidia Corp | +236 | 2,090 | $364,496 | |
| AMZN | Amazon Com Inc | +94 | 1,265 | $263,461 | |
| GEV | GE Vernova Inc. | +81 | 967 | $844,094 | |
| AAPL | Apple Inc. | +71 | 9,482 | $2,406,436 | |
| MSFT | Microsoft Corp | +40 | 607 | $224,693 | |
| GOOGL | Alphabet Inc. | +35 | 855 | $245,863 | |
| V | Visa Inc. | +34 | 3,159 | $954,776 | |
| AVGO | Broadcom Inc. | +23 | 757 | $234,299 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | −60 | 9,168 | $4,393,305 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
17 positions ·
$17,412,178 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 9,168 | $4,393,305 | 25.23% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 6,681 | $3,856,139 | 22.15% | |
| AAPL |
Apple Inc.
Technology
|
Added | 9,482 | $2,406,436 | 13.82% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 7,520 | $1,371,873 | 7.88% | |
| V |
Visa Inc.
Financial Services
|
Added | 3,159 | $954,776 | 5.48% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 967 | $844,094 | 4.85% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 1,540 | $769,476 | 4.42% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
NEW | 1,634 | $709,106 | 4.07% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,090 | $364,496 | 2.09% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 500 | $354,230 | 2.03% | |
| GE |
General Electric Co
Industrials
|
Added | 1,133 | $321,511 | 1.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,265 | $263,461 | 1.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 855 | $245,863 | 1.41% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 757 | $234,299 | 1.35% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 607 | $224,693 | 1.29% | |
| AQST |
Aquestive Therapeutics, Inc.
Healthcare
|
NEW | 12,000 | $49,800 | 0.29% | |
| JBLU |
Jetblue Airways Corp
Industrials
|
Held | 11,000 | $48,620 | 0.28% |