STOLZ & ASSOCIATES, PS
Filing Date
Global Rank
#8,002
/ 8,232
▼ 38
Top Industry
Semiconductors
49.5%
3Y Alpha vs SPY
-11.1%
Period ended 2 months ago
Filed Apr 22, 2026 · 52d
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
+6.0%
SPY
+9.1%
Annualised alpha
-11.1%
Max drawdown
−10.2%
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
8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
45.4%
+20.7 pts
Top 5
88.8%
+9.6 pts
Top 10
100.0%
+1.6 pts
HHI
2,614
Highly concentrated+1,042
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 74.5% | $3,302,905 |
| Consumer Defensive | 13.1% | $579,922 |
| Consumer Cyclical | 5.5% | $242,426 |
| Communication Services | 4.0% | $178,862 |
| Financial Services | 3.0% | $131,182 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | −3,474 | 1,634 | $604,857 | |
| AMZN | Amazon Com Inc | −3,249 | 1,164 | $242,426 | |
| HYT | Blackrock Corporate High Yield Fund, Inc. | −3,000 | 15,397 | $131,182 | |
| AAPL | Apple Inc. | −1,457 | 1,977 | $501,742 | |
| NVDA | Nvidia Corp | −979 | 11,534 | $2,011,529 | |
| COST | Costco Wholesale Corp /New | −800 | 582 | $579,922 | |
| GOOGL | Alphabet Inc. | −619 | 622 | $178,862 | |
| AVGO | Broadcom Inc. | −90 | 597 | $184,777 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
1 positions ·
$242,426 total
· Consumer Cyclical only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,164 | $242,426 | 100.00% |