ASO GROUP Ltd
Clone Performance
Feb 2026–Aug 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 3 quarters. Past performance does not predict future results.
Portfolio Concentration
47 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 26.1% | $34,749,741 |
| Healthcare | 22.6% | $30,140,091 |
| Communication Services | 20.1% | $26,788,060 |
| Technology | 12.2% | $16,287,764 |
| Industrials | 11.1% | $14,802,355 |
| Consumer Defensive | 6.1% | $8,119,878 |
| Energy | 1.3% | $1,750,011 |
| Utilities | 0.2% | $294,229 |
| Consumer Cyclical | 0.2% | $200,141 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −71,404 | 73,779 | $26,366,401 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 73,779 | $26,366,401 | 19.80% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 43,069 | $21,551,296 | 16.19% | |
| MMM |
3M Co
Industrials
|
Held | 53,150 | $8,605,516 | 6.46% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Held | 135,543 | $5,772,776 | 4.34% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 78,136 | $5,614,852 | 4.22% | |
| RAL |
Ralliant Corp
Technology
|
Held | 73,074 | $5,380,438 | 4.04% | |
| SOLV |
Solventum Corp
Healthcare
|
Held | 62,623 | $4,831,364 | 3.63% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 14,760 | $3,748,597 | 2.82% | |
| VNT |
Vontier Corp
Technology
|
Held | 118,066 | $3,423,914 | 2.57% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 6,626 | $3,375,681 | 2.54% | |
| MDT |
Medtronic plc
Healthcare
|
Held | 41,914 | $3,278,932 | 2.46% | |
| USB |
US Bancorp De
Financial Services
|
Held | 50,354 | $3,041,381 | 2.28% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Held | 119,474 | $2,821,975 | 2.12% | |
| FTV |
Fortive Corp
Technology
|
Held | 42,002 | $2,565,902 | 1.93% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Held | 16,336 | $2,472,126 | 1.86% | |
| CI |
Cigna Group
Healthcare
|
Held | 8,322 | $2,294,208 | 1.72% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Held | 25,349 | $2,088,757 | 1.57% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 11,284 | $2,041,388 | 1.53% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Held | 14,085 | $1,774,710 | 1.33% | |
| V |
Visa Inc.
Financial Services
|
Held | 4,767 | $1,635,510 | 1.23% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 10,860 | $1,372,052 | 1.03% | |
| VRSN |
Verisign Inc/Ca
Technology
|
Held | 5,271 | $1,325,972 | 1.00% | |
| SHEL |
Shell plc
Energy
|
Held | 15,890 | $1,232,110 | 0.93% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 18,908 | $1,167,758 | 0.88% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Held | 14,808 | $1,167,166 | 0.88% | |
| TRMB |
Trimble Inc.
Technology
|
Held | 20,905 | $1,069,917 | 0.80% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,776 | $1,035,503 | 0.78% | |
| DVA |
Davita Inc.
Healthcare
|
Held | 4,291 | $954,661 | 0.72% | |
| ICLR |
Icon PLC
Healthcare
|
Held | 5,482 | $952,278 | 0.72% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 2,299 | $936,290 | 0.70% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Held | 6,709 | $891,156 | 0.67% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 15,116 | $870,983 | 0.65% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Held | 8,000 | $827,600 | 0.62% | |
| WAT |
Waters Corp /De/
Healthcare
|
Held | 1,913 | $717,451 | 0.54% | |
| AME |
Ametek Inc/
Industrials
|
Held | 2,811 | $680,093 | 0.51% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Held | 1,748 | $676,004 | 0.51% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
Held | 2,469 | $645,322 | 0.48% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Held | 3,594 | $637,827 | 0.48% | |
| JKHY |
Jack Henry & Associates Inc
Technology
|
Held | 3,876 | $533,880 | 0.40% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 3,326 | $521,051 | 0.39% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Held | 10,663 | $517,901 | 0.39% | |
| ST |
Sensata Technologies Holding plc
Technology
|
Held | 9,032 | $431,187 | 0.32% | |
| AMTM |
Amentum Holdings, Inc.
Industrials
|
Held | 17,724 | $366,355 | 0.28% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 8,145 | $344,859 | 0.26% | |
| BIPH |
Brookfield Infrastructure Partners L.P.
Utilities
|
Held | 19,081 | $294,229 | 0.22% | |
| LVS |
Las Vegas Sands Corp
Consumer Cyclical
|
Held | 4,333 | $200,141 | 0.15% | |
| LUMN |
Lumen Technologies, Inc.
Communication Services
|
Held | 10,000 | $76,800 | 0.06% |
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.