Broadhurst Jeffrey B
CIK
2114882
Location
WEST POINT, PA
Portfolio Value
Micro
$6,502,731
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,912
/ 8,232
▲ 201
Top Industry
Medical Devices
59.7%
3Y Alpha vs SPY
-37.2%
Period ended 2 months ago
Filed May 14, 2026 · 31d
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
-2.3%
SPY
+9.1%
Annualised alpha
-37.2%
Max drawdown
−15.4%
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
12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
30.5%
+1.2 pts
Top 5
70.4%
−2.3 pts
Top 10
95.9%
−4.1 pts
HHI
1,502
Moderately concentrated−18
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 48.8% | $3,174,247 |
| Healthcare | 30.5% | $1,986,246 |
| Technology | 15.8% | $1,029,787 |
| Consumer Cyclical | 4.1% | $268,251 |
| Basic Materials | 0.7% | $44,200 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARKB | Ark 21Shares Bitcoin ETF | +4,813 | 26,592 | $598,054 | |
| BITB | Bitwise Bitcoin ETF | +2,878 | 23,567 | $867,501 | |
| ETH | Grayscale Ethereum Staking Mini ETF | +2,631 | 21,218 | $421,389 | |
| IBIT | iShares Bitcoin Trust ETF | +1,575 | 18,268 | $701,856 | |
| AMZN | Amazon Com Inc | +71 | 1,288 | $268,251 | |
| AAPL | Apple Inc. | +16 | 1,473 | $373,832 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GMED | Globus Medical Inc | −5 | 23,053 | $1,986,246 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
12 positions ·
$6,502,731 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GMED |
Globus Medical Inc
Healthcare
|
Reduced | 23,053 | $1,986,246 | 30.54% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 23,567 | $867,501 | 13.34% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 18,268 | $701,856 | 10.79% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
Added | 26,592 | $598,054 | 9.20% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
Added | 21,218 | $421,389 | 6.48% | |
| SNPS |
Synopsys Inc
Technology
|
Held | 1,045 | $414,321 | 6.37% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,473 | $373,832 | 5.75% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Held | 6,183 | $364,982 | 5.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,288 | $268,251 | 4.13% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 715 | $241,634 | 3.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 339 | $220,465 | 3.39% | |
| ASPI |
ASP Isotopes Inc.
Basic Materials
|
NEW | 10,000 | $44,200 | 0.68% |