Financially in Tune, LLC

CIK

2113970

Location

STONEHAM, MA

Portfolio Value

Micro $9,035,678

Diversification

Diversified

Filing Date

Global Rank

#8,173 / 8,605 ▲ 40 · as of Mar 2026

Top Industry

Asset Management 17.3%

3Y Alpha vs SPY

-7.6%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+7.7%

SPY

+10.0%

Annualised alpha

-6.6%

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

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

Top Position

16.4%

−0.7 pts

Top 5

48.1%

−9.3 pts

Top 10

69.7%

−9.5 pts

HHI

704

Diversified−183

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.6%	$3,303,671	5
Financial Services	36.6%	$3,302,750	10
Consumer Cyclical	9.7%	$880,020	2
Healthcare	5.2%	$467,353	2
Unclassified	3.8%	$341,428	1
Communication Services	3.0%	$269,443	1
Industrials	2.8%	$255,785	1
Consumer Defensive	2.4%	$215,228	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	+176	1,130	$332,400
MSFT	Microsoft Corp	+141	2,457	$909,507
GOOGL	Alphabet Inc.	+70	937	$269,443
SPY	Spdr S&P 500 ETF Trust	+13	525	$341,428
HD	Home Depot, Inc.	+10	1,363	$448,277
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−1,212	1,503	$720,237
AAPL	Apple Inc.	−338	5,856	$1,486,194
MRK	Merck & Co., Inc.	−300	1,971	$237,091
SPGI	S&P Global Inc.	−147	1,754	$746,046
IBM	International Business Machines Corp	−136	1,659	$402,125
AMZN	Amazon Com Inc	−115	2,073	$431,743
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	1,507	$262,820
JNJ	Johnson & Johnson	942	$230,262
COST	Costco Wholesale Corp /New	216	$215,228
PNI	Pimco New York Municipal Income Fund II	10,531	$72,137
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $9,035,678 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	5,856	-338	$1,486,194	−11.7%	16.45%
MSFT	Microsoft Corp Technology	Added	2,457	+141	$909,507	−18.8%	10.07%
SPGI	S&P Global Inc. Financial Services	Reduced	1,754	-147	$746,046	−20.6%	8.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,503	-1,212	$720,237	−47.2%	7.97%
FTF	Franklin Ltd Duration Income Trust Financial Services	Held	82,895	0	$483,277	−5.2%	5.35%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,363	+10	$448,277	−3.7%	4.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,073	-115	$431,743	−14.5%	4.78%
IBM	International Business Machines Corp Technology	Reduced	1,659	-136	$402,125	−24.4%	4.45%
SPY	Spdr S&P 500 ETF Trust	Added	525	+13	$341,428	−2.2%	3.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,130	+176	$332,400	+8.1%	3.68%
GOOGL	Alphabet Inc. Communication Services	Added	937	+70	$269,443	−0.7%	2.98%
NVDA	Nvidia Corp Technology	NEW	1,507	NEW	$262,820	NEW	2.91%
PCQ	Pimco California Municipal Income Fund Financial Services	Held	29,980	0	$257,228	−1.7%	2.85%
RTX	RTX Corp Industrials	Held	1,326	0	$255,785	+5.2%	2.83%
ORCL	Oracle Corp Technology	Held	1,652	0	$243,025	−24.5%	2.69%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,971	-300	$237,091	−0.8%	2.62%
AFB	Alliancebernstein National Municipal Income Fund Financial Services	Held	21,600	0	$230,904	−1.2%	2.56%
JNJ	Johnson & Johnson Healthcare	NEW	942	NEW	$230,262	NEW	2.55%
RFMZ	RiverNorth Flexible Municipal Income Fund II, Inc. Financial Services	Held	17,210	0	$217,706	−0.1%	2.41%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	216	NEW	$215,228	NEW	2.38%
MMD	NYLI MacKay DefinedTerm Muni Opportunities Fund Financial Services	Held	10,415	0	$154,662	−0.1%	1.71%
FSCO	FS Credit Opportunities Corp. Financial Services	Held	17,285	0	$88,153	−19.0%	0.98%
PNI	Pimco New York Municipal Income Fund II Financial Services	NEW	10,531	NEW	$72,137	NEW	0.80%