NewCorp Financial Services, Inc.
CIK
2110453
Location
ALPHARETTA, GA
Portfolio Value
Micro
$3,922,826
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,027
/ 8,232
▲ 189
Top Industry
Consumer Electronics
30.6%
3Y Alpha vs SPY
-5.7%
Period ended 2 months ago
Filed Apr 23, 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
+7.5%
SPY
+9.1%
Annualised alpha
-5.7%
Max drawdown
−8.6%
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
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.2%
+0.3 pts
Top 5
78.7%
+1.7 pts
Top 10
100.0%
0.0 pts
HHI
1,555
Moderately concentrated+67
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.6% | $1,198,556 |
| Financial Services | 23.5% | $921,324 |
| Unclassified | 17.5% | $685,758 |
| Consumer Cyclical | 12.1% | $474,585 |
| Industrials | 10.9% | $429,522 |
| Communication Services | 5.4% | $213,081 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 741 | $213,081 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DY | Dycom Industries Inc | 954 | $322,356 | |
| No positions match the current search. | ||||
9 positions ·
$3,922,826 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 429 | $205,576 | 5.24% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 628 | $206,542 | 5.27% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 564 | $208,775 | 5.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 741 | $213,081 | 5.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,287 | $268,043 | 6.83% | |
| MTZ |
Mastec Inc
Industrials
|
Reduced | 1,335 | $429,522 | 10.95% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 17,849 | $685,758 | 17.48% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 6,524 | $715,748 | 18.25% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,900 | $989,781 | 25.23% |