Reflection Asset Management
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical 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.
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 1 quarter.Reflection Asset Management has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
458 tracked positions · as of Dec 31, 2025Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.6% | $48,402,663 |
| Communication Services | 12.1% | $14,779,140 |
| Financial Services | 11.4% | $13,923,025 |
| Consumer Cyclical | 9.6% | $11,781,659 |
| Healthcare | 8.5% | $10,344,609 |
| Unclassified | 6.9% | $8,445,479 |
| Industrials | 5.3% | $6,439,776 |
| Consumer Defensive | 3.4% | $4,117,540 |
| Real Estate | 2.2% | $2,748,266 |
| Basic Materials | 0.8% | $959,894 |
| Energy | 0.1% | $163,580 |
| Utilities | 0.0% | $49,713 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
First | 42,743 | $7,971,569 | 6.53% | |
| AAPL |
Apple Inc.
Technology
|
First | 27,600 | $7,503,336 | 6.14% | |
| MSFT |
Microsoft Corp
Technology
|
First | 14,503 | $7,013,940 | 5.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 17,293 | $5,418,971 | 4.44% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 8,475 | $5,206,277 | 4.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 6,381 | $4,212,034 | 3.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 12,335 | $2,847,164 | 2.33% | |
| LRCX |
Lam Research Corp
Technology
|
First | 14,302 | $2,448,216 | 2.00% | |
| KLAC |
Kla Corp
Technology
|
First | 1,703 | $2,069,281 | 1.69% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 2,384 | $2,055,818 | 1.68% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 17,560 | $1,997,801 | 1.64% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 5,515 | $1,908,741 | 1.56% | |
| L |
Loews Corp
Financial Services
|
First | 17,570 | $1,850,296 | 1.51% | |
| MCO |
Moodys Corp /De/
Financial Services
|
First | 3,438 | $1,756,302 | 1.44% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 7,763 | $1,662,524 | 1.36% | |
| XYL |
Xylem Inc.
Industrials
|
First | 11,785 | $1,604,881 | 1.31% | |
| ADP |
Automatic Data Processing Inc
Technology
|
First | 6,128 | $1,576,305 | 1.29% | |
| NDSN |
Nordson Corp
Industrials
|
First | 6,073 | $1,460,131 | 1.20% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 3,242 | $1,457,992 | 1.19% | |
| ALLW |
SSGA Active Trust State Street Bridgewater All Weather ETF
|
First | 50,939 | $1,400,313 | 1.15% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 5,246 | $1,389,717 | 1.14% | |
| DHR |
Danaher Corp /De/
Healthcare
|
First | 6,055 | $1,386,110 | 1.13% | |
| IBM |
International Business Machines Corp
Technology
|
First | 4,629 | $1,371,156 | 1.12% | |
| SYK |
Stryker Corp
Healthcare
|
First | 3,839 | $1,349,293 | 1.10% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 8,424 | $1,290,472 | 1.06% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 9,812 | $1,285,666 | 1.05% | |
| EG |
Everest Group, Ltd.
Financial Services
|
First | 3,561 | $1,208,425 | 0.99% | |
| KIM |
Kimco Realty Corp
Real Estate
|
First | 58,395 | $1,183,666 | 0.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 1,713 | $1,168,128 | 0.96% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 12,049 | $1,129,714 | 0.92% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 1,035 | $1,112,293 | 0.91% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
First | 6,078 | $1,094,890 | 0.90% | |
| PAYX |
Paychex Inc
Technology
|
First | 9,527 | $1,068,738 | 0.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 3,287 | $1,059,137 | 0.87% | |
| AVY |
Avery Dennison Corp
Consumer Cyclical
|
First | 5,744 | $1,044,718 | 0.86% | |
| RL |
Ralph Lauren Corp
Consumer Cyclical
|
First | 2,864 | $1,012,739 | 0.83% | |
| SNPS |
Synopsys Inc
Technology
|
First | 1,727 | $811,206 | 0.66% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 3,775 | $781,236 | 0.64% | |
| MSCI |
MSCI Inc.
Financial Services
|
First | 1,272 | $729,784 | 0.60% | |
| V |
Visa Inc.
Financial Services
|
First | 2,064 | $723,865 | 0.59% | |
| ADBE |
Adobe Inc.
Technology
|
First | 2,059 | $720,629 | 0.59% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
First | 5,447 | $695,963 | 0.57% | |
| VLTO |
Veralto Corp
Industrials
|
First | 6,759 | $674,413 | 0.55% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
First | 8,243 | $665,622 | 0.54% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
First | 2,111 | $659,856 | 0.54% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 11,708 | $643,940 | 0.53% | |
| ADSK |
Autodesk, Inc.
Technology
|
First | 2,072 | $613,332 | 0.50% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
First | 3,472 | $609,579 | 0.50% | |
| MA |
Mastercard Inc
Financial Services
|
First | 1,021 | $582,868 | 0.48% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
First | 928 | $561,449 | 0.46% |
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.