DiPaolo Financial Group, Inc.
Filing Date
Global Rank
#7,616
/ 8,232
▲ 431
Top Industry
Auto Manufacturers
15.3%
3Y Alpha vs SPY
-28.8%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
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
+0.5%
SPY
+9.1%
Annualised alpha
-28.8%
Max drawdown
−9.7%
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
24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.2%
−1.2 pts
Top 5
54.7%
−10.2 pts
Top 10
72.7%
−18.9 pts
HHI
750
Diversified−280
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 35.9% | $4,769,828 |
| Consumer Cyclical | 19.8% | $2,630,106 |
| Technology | 15.1% | $1,999,193 |
| Financial Services | 7.5% | $991,623 |
| Communication Services | 6.0% | $794,472 |
| Healthcare | 5.8% | $774,466 |
| Utilities | 4.5% | $602,791 |
| Industrials | 1.9% | $249,986 |
| Energy | 1.9% | $247,873 |
| Consumer Defensive | 1.7% | $222,004 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +9,132 | 27,905 | $1,072,110 | |
| GLD | Spdr Gold Trust | +1,369 | 4,387 | $1,887,682 | |
| AAPL | Apple Inc. | +1,293 | 4,664 | $1,183,676 | |
| TSLA | Tesla, Inc. | +1,235 | 3,513 | $1,305,957 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,072 | 3,136 | $1,810,036 | |
| BALL | BALL Corp | +536 | 7,906 | $467,323 | |
| MSFT | Microsoft Corp | +229 | 1,364 | $504,911 | |
| HD | Home Depot, Inc. | +226 | 848 | $278,898 | |
| META | Meta Platforms, Inc. | +136 | 453 | $259,174 | |
| BRK-B | Berkshire Hathaway Inc | +120 | 1,006 | $482,075 | |
| LLY | ELI LILLY & Co | +5 | 255 | $234,541 | |
| NEE | Nextera Energy Inc | +1 | 6,490 | $602,791 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TRV | Travelers Companies, Inc. | −85 | 923 | $269,220 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMZN | Amazon Com Inc | 1,602 | $333,648 | |
| NVDA | Nvidia Corp | 1,781 | $310,606 | |
| VZ | Verizon Communications Inc | 5,800 | $291,160 | |
| JNJ | Johnson & Johnson | 1,118 | $273,283 | |
| ABBV | AbbVie Inc. | 1,226 | $266,642 | |
| EMR | Emerson Electric Co | 1,908 | $249,986 | |
| XOM | Exxon Mobil Corp | 1,461 | $247,873 | |
| MCD | Mcdonalds Corp | 786 | $244,280 | |
| GOOGL | Alphabet Inc. | 849 | $244,138 | |
| JPM | Jpmorgan Chase & Co | 817 | $240,328 | |
| PG | PROCTER & GAMBLE Co | 1,537 | $222,004 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
24 positions ·
$13,282,342 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 4,387 | $1,887,682 | 14.21% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,136 | $1,810,036 | 13.63% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,513 | $1,305,957 | 9.83% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,664 | $1,183,676 | 8.91% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 27,905 | $1,072,110 | 8.07% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 6,490 | $602,791 | 4.54% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,364 | $504,911 | 3.80% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,006 | $482,075 | 3.63% | |
| BALL |
BALL Corp
Consumer Cyclical
|
Added | 7,906 | $467,323 | 3.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 1,602 | $333,648 | 2.51% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,781 | $310,606 | 2.34% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 5,800 | $291,160 | 2.19% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 848 | $278,898 | 2.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 1,118 | $273,283 | 2.06% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 923 | $269,220 | 2.03% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 1,226 | $266,642 | 2.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 453 | $259,174 | 1.95% | |
| EMR |
Emerson Electric Co
Industrials
|
NEW | 1,908 | $249,986 | 1.88% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,461 | $247,873 | 1.87% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 786 | $244,280 | 1.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 849 | $244,138 | 1.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 817 | $240,328 | 1.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 255 | $234,541 | 1.77% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 1,537 | $222,004 | 1.67% |