Amicus Financial Advisors, LLC
Filing Date
Global Rank
#7,868
/ 8,232
▲ 194
Top Industry
Oil & Gas Integrated
38.4%
3Y Alpha vs SPY
-43.3%
Period ended 2 months ago
Filed Apr 14, 2026 · 2mo
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
-4.5%
SPY
+9.1%
Annualised alpha
-43.3%
Max drawdown
−11.5%
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
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.0%
+5.8 pts
Top 5
56.6%
+6.3 pts
Top 10
82.0%
+3.7 pts
HHI
942
Diversified+151
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 32.5% | $2,423,316 |
| Technology | 29.2% | $2,175,709 |
| Unclassified | 23.6% | $1,755,585 |
| Consumer Cyclical | 5.9% | $435,909 |
| Consumer Defensive | 5.3% | $398,597 |
| Real Estate | 2.8% | $206,325 |
| Financial Services | 0.7% | $55,171 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 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 | |
| XOM | Exxon Mobil Corp | +120 | 4,125 | $699,847 | |
| 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. | |||||
2 positions ·
$398,597 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,939 | $365,258 | 91.64% | |
| HNST |
Honest Company, Inc.
Consumer Defensive
|
Added | 11,340 | $33,339 | 8.36% |