Strong Retirement Solutions LLC

Pension

CIK

2111795

Location

SILVERDALE, WA

Portfolio Value

Micro $1,078,773

Diversification

Diversified

Filing Date

Global Rank

#5,644 / 8,586 ▲ 182

Top Industry

Semiconductors 10.2%

3Y Alpha vs SPY

-13.9%

Period ended 3 months ago

Filed Apr 20, 2026 · 57d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.5%

SPY

+11.2%

Annualised alpha

-13.4%

Max drawdown

−7.4%

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

65 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.5%

−0.3 pts

Top 5

24.3%

−0.3 pts

Top 10

40.2%

+0.1 pts

HHI

277

Diversified+10

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.8%	$39,871,392	19
Financial Services	16.3%	$16,803,036	14
Healthcare	9.4%	$9,650,481	10
Industrials	7.1%	$7,342,813	4
Consumer Cyclical	7.0%	$7,220,621	4
Communication Services	6.4%	$6,578,105	5
Energy	5.3%	$5,451,421	3
Consumer Defensive	4.1%	$4,179,617	2
Real Estate	2.8%	$2,866,208	1
Utilities	1.1%	$1,135,643	1
Basic Materials	1.0%	$1,078,773	1
Unclassified	0.7%	$671,179	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	+15,834	83,945	$2,786,974
NOW	ServiceNow, Inc.	+14,150	29,916	$3,127,717
APH	Amphenol Corp /De/	+10,671	23,949	$3,025,956
AMD	Advanced Micro Devices Inc	+5,984	13,277	$2,700,940
NFLX	Netflix Inc	+5,018	14,346	$1,379,367
BR	Broadridge Financial Solutions, Inc.	+4,910	16,792	$2,728,364
SLV	iShares Silver Trust	+3,964	9,850	$671,179
MSFT	Microsoft Corp	+3,777	18,193	$6,734,502
AMZN	Amazon Com Inc	+3,330	21,607	$4,500,089
PGR	Progressive Corp/Oh/	+2,965	14,769	$2,927,806
NVDA	Nvidia Corp	+2,771	36,125	$6,300,200
AMT	American Tower Corp /Ma/	+2,434	16,608	$2,866,208
ACN	Accenture plc	+2,196	6,569	$1,302,567
CHE	Chemed Corp	+1,527	7,535	$2,846,270
ROP	Roper Technologies Inc	+1,356	3,196	$1,130,936
UBER	Uber Technologies, Inc	+1,350	30,347	$2,182,859
CRWD	CrowdStrike Holdings, Inc.	+1,313	3,671	$1,433,195
CTAS	Cintas Corp	+1,196	5,671	$959,192
JPM	Jpmorgan Chase & Co	+1,031	10,582	$3,112,801
V	Visa Inc.	+934	12,816	$3,873,507
UNH	Unitedhealth Group Inc	+891	3,868	$1,046,642
PG	PROCTER & GAMBLE Co	+873	6,890	$995,191
BRK-B	Berkshire Hathaway Inc	+838	2,700	$1,293,840
SPGI	S&P Global Inc.	+790	2,537	$1,079,087
AAPL	Apple Inc.	+568	14,169	$3,595,950
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FSCO	FS Credit Opportunities Corp.	−30,591	74,654	$380,735
DVN	Devon Energy Corp/De	−29,508	11,219	$564,540
HCAT	Health Catalyst, Inc.	−13,912	23,293	$29,582
WBD	Warner Bros. Discovery, Inc.	−9,821	25,191	$691,744
XOM	Exxon Mobil Corp	−2,933	7,415	$1,258,028
WMT	Walmart Inc.	−2,811	25,623	$3,184,426
SMCI	Super Micro Computer, Inc.	−2,446	9,755	$222,121
GOOGL	Alphabet Inc.	−1,783	9,262	$2,663,380
ANET	Arista Networks, Inc.	−1,744	7,507	$921,709
PWR	Quanta Services, Inc.	−1,459	6,071	$3,333,100
BMY	Bristol Myers Squibb Co	−1,347	3,996	$242,357
FANG	Diamondback Energy, Inc.	−1,316	18,347	$3,628,853
RLI	Rli Corp	−1,305	3,735	$213,044
RDDT	Reddit, Inc.	−1,205	4,633	$623,833
AIG	American International Group, Inc.	−1,175	2,807	$211,226
CB	Chubb Ltd	−569	2,303	$750,616
SHOP	Shopify Inc.	−515	11,429	$1,355,707
ARM	Arm Holdings PLC /Uk	−490	2,155	$326,008
SNOW	Snowflake Inc.	−378	1,523	$229,698
AMGN	Amgen Inc	−346	1,292	$454,590
RNR	Renaissancere Holdings Ltd	−324	1,385	$411,663
LIN	Linde PLC	−263	2,176	$1,078,773
MA	Mastercard Inc	−199	2,108	$1,053,283
UTHR	UNITED THERAPEUTICS Corp	−187	1,065	$631,523
LLY	ELI LILLY & Co	−183	1,225	$1,126,718
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SCHW	Schwab Charles Corp	11,900	$1,118,362
AZO	Autozone Inc	140	$472,889
PANW	Palo Alto Networks Inc	1,446	$231,822
BDJ	BlackRock Enhanced Equity Dividend Trust	26,499	$228,421
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
LOW	Lowes Companies Inc	4,879	$1,176,619
ELV	Elevance Health, Inc.	2,767	$969,971
SHW	Sherwin Williams Co	2,650	$858,679
EOS	Eaton Vance Enhanced Equity Income Fund II	11,322	$265,048
CI	Cigna Group	916	$252,110
IBIT	iShares Bitcoin Trust ETF	4,091	$203,118
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $1,078,773 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
LIN	Linde PLC Basic Materials	Reduced	2,176	-263	$1,078,773	+3.7%	100.00%