Tempo Wealth, LLC
CIK
2112005
Location
INDEPENDENCE, OH
Portfolio Value
Small
$341,775,531
Diversification
Diversified
Filing Date
Global Rank
#3,195
/ 8,603
▲ 77
· as of Mar 2026
Top Industry
Specialty Industrial Machinery
27.9%
3Y Alpha vs SPY
+6.2%
Period ended 3 months ago
Filed May 14, 2026 · 56d
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
+10.9%
SPY
+9.6%
Annualised alpha
+3.6%
Max drawdown
−10.1%
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
116 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.1%
+1.0 pts
Top 5
48.7%
+0.2 pts
Top 10
66.5%
−0.8 pts
HHI
838
Diversified+28
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 28.8% | $98,481,247 |
| Technology | 22.7% | $77,716,920 |
| Financial Services | 16.9% | $57,591,302 |
| Unclassified | 10.9% | $37,191,530 |
| Consumer Cyclical | 6.7% | $23,042,540 |
| Communication Services | 6.3% | $21,484,257 |
| Consumer Defensive | 2.8% | $9,705,025 |
| Healthcare | 2.8% | $9,629,333 |
| Utilities | 1.2% | $4,235,177 |
| Basic Materials | 0.5% | $1,753,658 |
| Energy | 0.2% | $544,971 |
| Real Estate | 0.1% | $399,571 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RGTI | Rigetti Computing, Inc. | +12,786 | 40,645 | $570,655 | |
| EZRA | Reliance Global Group, Inc. | +11,916 | 26,377 | $186,749 | |
| PGR | Progressive Corp/Oh/ | +10,758 | 158,330 | $31,387,339 | |
| OWL | Blue Owl Capital Inc. | +8,804 | 24,683 | $225,355 | |
| QBTS | D-Wave Quantum Inc. | +7,578 | 37,188 | $536,622 | |
| IBIT | iShares Bitcoin Trust ETF | +7,539 | 16,054 | $616,794 | |
| LTBR | LIGHTBRIDGE Corp | +5,038 | 68,363 | $728,749 | |
| OMF | OneMain Holdings, Inc. | +4,485 | 7,684 | $411,017 | |
| SO | Southern Co | +3,346 | 20,295 | $1,958,873 | |
| AMZN | Amazon Com Inc | +3,226 | 54,401 | $11,330,096 | |
| PLTR | Palantir Technologies Inc. | +2,932 | 21,927 | $3,207,481 | |
| SPY | Spdr S&P 500 ETF Trust | +2,870 | 31,219 | $20,302,964 | |
| WMT | Walmart Inc. | +2,841 | 16,295 | $2,025,142 | |
| MSFT | Microsoft Corp | +2,639 | 26,174 | $9,688,829 | |
| GOOGL | Alphabet Inc. | +2,604 | 54,412 | $15,646,714 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2,385 | 25,785 | $14,882,586 | |
| PH | Parker-Hannifin Corp | +2,298 | 92,136 | $82,483,832 | |
| JPM | Jpmorgan Chase & Co | +2,185 | 13,484 | $3,966,453 | |
| BAC | Bank Of America Corp /De/ | +2,088 | 7,216 | $351,780 | |
| AAPL | Apple Inc. | +1,597 | 65,294 | $16,570,964 | |
| NVDA | Nvidia Corp | +1,549 | 87,508 | $15,261,395 | |
| KO | Coca Cola Co | +1,521 | 5,555 | $422,457 | |
| FTNT | Fortinet, Inc. | +1,450 | 8,552 | $698,869 | |
| CSCO | Cisco Systems, Inc. | +1,283 | 6,444 | $499,989 | |
| IONQ | IonQ, Inc. | +1,234 | 8,594 | $247,765 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMG | Chipotle Mexican Grill Inc | −1,540 | 13,056 | $417,922 | |
| MU | Micron Technology Inc | −629 | 8,959 | $3,026,708 | |
| UNH | Unitedhealth Group Inc | −311 | 2,438 | $659,698 | |
| AMD | Advanced Micro Devices Inc | −260 | 32,901 | $6,693,050 | |
| ORLY | O Reilly Automotive Inc | −232 | 28,744 | $2,653,358 | |
| PFE | Pfizer Inc | −130 | 8,601 | $241,516 | |
| INTC | Intel Corp | −118 | 11,907 | $525,455 | |
| CRM | Salesforce, Inc. | −91 | 4,191 | $782,333 | |
| UPS | United Parcel Service Inc | −86 | 3,149 | $309,798 | |
| AVGO | Broadcom Inc. | −85 | 31,737 | $9,822,918 | |
| GLD | Spdr Gold Trust | −70 | 1,659 | $713,851 | |
| PM | Philip Morris International Inc. | −60 | 2,729 | $451,212 | |
| ORCL | Oracle Corp | −46 | 8,431 | $1,240,284 | |
| ABT | Abbott Laboratories | −30 | 2,452 | $251,746 | |
| HD | Home Depot, Inc. | −30 | 4,323 | $1,421,791 | |
| TXN | Texas Instruments Inc | −27 | 1,184 | $229,861 | |
| LECO | Lincoln Electric Holdings Inc | −21 | 4,103 | $1,021,975 | |
| COR | Cencora, Inc. | −16 | 1,686 | $529,640 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −14 | 1,722 | $298,680 | |
| SHW | Sherwin Williams Co | −1 | 4,532 | $1,452,732 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SMCI | Super Micro Computer, Inc. | 11,015 | $322,409 | |
| ADBE | Adobe Inc. | 882 | $308,691 | |
| OKLO | Oklo Inc. | 3,349 | $240,324 | |
| AXON | Axon Enterprise, Inc. | 420 | $238,530 | |
| TTD | Trade Desk, Inc. | 6,238 | $236,794 | |
| AON | Aon plc | 621 | $219,138 | |
| BROS | Dutch Bros Inc. | 3,312 | $202,760 | |
| TFC | Truist Financial Corp | 4,086 | $201,072 | |
| ISRG | Intuitive Surgical Inc | 355 | $201,057 | |
| No positions match the current search. | ||||
116 positions ·
$341,775,531 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 116 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 92,136 | $82,483,832 | 24.13% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 158,330 | $31,387,339 | 9.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 31,219 | $20,302,964 | 5.94% | |
| AAPL |
Apple Inc.
Technology
|
Added | 65,294 | $16,570,964 | 4.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 54,412 | $15,646,714 | 4.58% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 87,508 | $15,261,395 | 4.47% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 25,785 | $14,882,586 | 4.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 54,401 | $11,330,096 | 3.32% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 31,737 | $9,822,918 | 2.87% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 26,174 | $9,688,829 | 2.83% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 32,901 | $6,693,050 | 1.96% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 11,255 | $5,623,673 | 1.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 8,729 | $4,994,122 | 1.46% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 4,822 | $4,804,785 | 1.41% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 17,153 | $4,192,879 | 1.23% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 11,088 | $4,121,964 | 1.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 13,484 | $3,966,453 | 1.16% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 8,131 | $3,896,375 | 1.14% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 21,927 | $3,207,481 | 0.94% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 13,005 | $3,072,821 | 0.90% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 3,600 | $3,045,564 | 0.89% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 8,959 | $3,026,708 | 0.89% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 28,744 | $2,653,358 | 0.78% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 7,170 | $2,423,101 | 0.71% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,958 | $2,405,225 | 0.70% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 16,295 | $2,025,142 | 0.59% | |
| SO |
Southern Co
Utilities
|
Added | 20,295 | $1,958,873 | 0.57% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Added | 27,277 | $1,751,728 | 0.51% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 1,779 | $1,710,882 | 0.50% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 4,360 | $1,504,854 | 0.44% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 4,532 | $1,452,732 | 0.43% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 5,790 | $1,450,858 | 0.42% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 5,181 | $1,446,794 | 0.42% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 4,323 | $1,421,791 | 0.42% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 9,653 | $1,394,279 | 0.41% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 8,431 | $1,240,284 | 0.36% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,363 | $1,189,762 | 0.35% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 8,909 | $1,056,785 | 0.31% | |
| LECO |
Lincoln Electric Holdings Inc
Industrials
|
Reduced | 4,103 | $1,021,975 | 0.30% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,423 | $1,008,138 | 0.29% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 2,804 | $1,002,906 | 0.29% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 1,459 | $995,388 | 0.29% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,090 | $991,375 | 0.29% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
Held | 3,178 | $923,844 | 0.27% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 7,815 | $898,646 | 0.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 932 | $857,225 | 0.25% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 4,191 | $782,333 | 0.23% | |
| LTBR |
LIGHTBRIDGE Corp
Industrials
|
Added | 68,363 | $728,749 | 0.21% | |
| RTX |
RTX Corp
Industrials
|
Added | 3,755 | $724,339 | 0.21% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,659 | $713,851 | 0.21% |