Oath Planning, LLC
Filing Date
Global Rank
#7,588
/ 8,232
▲ 207
Top Industry
Banks - Regional
30.2%
3Y Alpha vs SPY
-24.9%
Period ended 2 months ago
Filed May 8, 2026 · 37d
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
+1.8%
SPY
+9.1%
Annualised alpha
-24.9%
Max drawdown
−11.0%
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
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.8%
−0.3 pts
Top 5
62.3%
−3.6 pts
Top 10
83.7%
−2.3 pts
HHI
1,052
Diversified−90
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 24.7% | $3,450,064 |
| Financial Services | 22.8% | $3,176,910 |
| Technology | 15.4% | $2,146,219 |
| Industrials | 13.2% | $1,844,140 |
| Energy | 7.9% | $1,106,430 |
| Consumer Cyclical | 6.3% | $880,797 |
| Healthcare | 3.8% | $535,009 |
| Consumer Defensive | 3.8% | $529,432 |
| Basic Materials | 2.1% | $288,090 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | +319 | 3,025 | $1,301,627 | |
| AAPL | Apple Inc. | +248 | 2,403 | $609,857 | |
| AMZN | Amazon Com Inc | +38 | 1,222 | $254,505 | |
| XOM | Exxon Mobil Corp | +33 | 4,994 | $847,282 | |
| IBM | International Business Machines Corp | +14 | 2,402 | $582,220 | |
| SPY | Spdr S&P 500 ETF Trust | +7 | 2,492 | $1,620,647 | |
| ELV | Elevance Health, Inc. | +5 | 965 | $282,503 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1 | 350 | $202,013 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EQT | EQT Corp | 4,000 | $214,400 | |
| No positions match the current search. | ||||
3 positions ·
$2,146,219 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,471 | $954,142 | 44.46% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,403 | $609,857 | 28.42% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,402 | $582,220 | 27.13% |