Amicus Financial Advisors, LLC
Filing Date
Global Rank
#8,272
/ 8,603
▲ 63
· as of Mar 2026
Top Industry
Oil & Gas Integrated
31.3%
3Y Alpha vs SPY
-41.4%
Period ended 3 months ago
Filed Apr 14, 2026 · 3mo
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
-1.6%
SPY
+9.6%
Annualised alpha
-30.2%
Max drawdown
−13.0%
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
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.8%
+7.3 pts
Top 5
60.2%
+5.2 pts
Top 10
87.6%
+3.6 pts
HHI
1,099
Diversified+208
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.8% | $1,945,129 |
| Unclassified | 26.9% | $1,755,585 |
| Energy | 26.4% | $1,723,469 |
| Consumer Cyclical | 6.7% | $435,909 |
| Consumer Defensive | 6.1% | $398,597 |
| Real Estate | 3.2% | $206,325 |
| Financial Services | 0.8% | $55,171 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BLKB | Blackbaud Inc | +5,776 | 23,365 | $902,122 | |
| IBIT | iShares Bitcoin Trust ETF | +1,405 | 10,134 | $389,348 | |
| HNST | Honest Company, Inc. | +240 | 11,340 | $33,339 | |
| AMZN | Amazon Com Inc | +185 | 2,093 | $435,909 | |
| AMD | Advanced Micro Devices Inc | +170 | 1,244 | $253,066 | |
| WMT | Walmart Inc. | +150 | 2,939 | $365,258 | |
| SPY | Spdr S&P 500 ETF Trust | +79 | 1,056 | $686,759 | |
| MSFT | Microsoft Corp | +17 | 1,107 | $409,778 | |
| No positions match the current search. | |||||
16 positions ·
$6,520,185 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CVX |
Chevron Corp
Energy
|
Held | 7,198 | $1,489,266 | 22.84% | |
| BLKB |
Blackbaud Inc
Technology
|
Added | 23,365 | $902,122 | 13.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,056 | $686,759 | 10.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,093 | $435,909 | 6.69% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,107 | $409,778 | 6.28% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 10,134 | $389,348 | 5.97% | |
| ETHB |
iShares Staked Ethereum Trust ETF
|
NEW | 14,001 | $377,606 | 5.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,939 | $365,258 | 5.60% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,397 | $354,544 | 5.44% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
Held | 15,200 | $301,872 | 4.63% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,244 | $253,066 | 3.88% | |
| EOG |
Eog Resources Inc
Energy
|
NEW | 1,620 | $234,203 | 3.59% | |
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
Held | 4,375 | $206,325 | 3.16% | |
| FSCO |
FS Credit Opportunities Corp.
Financial Services
|
Reduced | 10,818 | $55,171 | 0.85% | |
| HNST |
Honest Company, Inc.
Consumer Defensive
|
Added | 11,340 | $33,339 | 0.51% | |
| KLAC |
Kla Corp
Technology
|
Held | 174 | $25,619 | 0.39% |