Donalies Financial Planning, LLC
Filing Date
Global Rank
#7,818
/ 8,603
▲ 59
· as of Mar 2026
Top Industry
Consumer Electronics
24.0%
3Y Alpha vs SPY
+18.2%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+15.8%
SPY
+10.0%
Annualised alpha
+17.5%
Max drawdown
−9.6%
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
18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.1%
−0.4 pts
Top 5
71.4%
−5.8 pts
Top 10
86.5%
−3.1 pts
HHI
1,334
Diversified−174
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.8% | $7,680,530 |
| Consumer Cyclical | 26.1% | $4,571,063 |
| Communication Services | 14.2% | $2,495,811 |
| Healthcare | 4.4% | $765,462 |
| Unclassified | 3.4% | $593,110 |
| Industrials | 3.1% | $552,598 |
| Financial Services | 2.8% | $485,304 |
| Utilities | 2.3% | $398,919 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABBV | AbbVie Inc. | +885 | 2,568 | $558,514 | |
| NVDA | Nvidia Corp | +541 | 3,105 | $541,512 | |
| T | At&T Inc. | +125 | 12,062 | $349,677 | |
| CAT | Caterpillar Inc | +105 | 780 | $552,598 | |
| SBUX | Starbucks Corp | +37 | 6,034 | $540,586 | |
| NEE | Nextera Energy Inc | +24 | 4,295 | $398,919 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LLY | ELI LILLY & Co | 225 | $206,948 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
18 positions ·
$17,542,797 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 15,996 | $4,059,624 | 23.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 17,121 | $3,565,790 | 20.33% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,400 | $2,369,088 | 13.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,731 | $1,935,566 | 11.03% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 912 | $593,110 | 3.38% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,568 | $558,514 | 3.18% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 780 | $552,598 | 3.15% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,105 | $541,512 | 3.09% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 6,034 | $540,586 | 3.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,250 | $464,687 | 2.65% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 4,295 | $398,919 | 2.27% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 2,000 | $388,280 | 2.21% | |
| T |
At&T Inc.
Communication Services
|
Added | 12,062 | $349,677 | 1.99% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 822 | $322,026 | 1.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 537 | $257,330 | 1.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 775 | $227,974 | 1.30% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 2,190 | $210,568 | 1.20% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 225 | $206,948 | 1.18% |