Broadhurst Jeffrey B
CIK
2114882
Location
WEST POINT, PA
Portfolio Value
Micro
$44,200
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,264
/ 8,586
▲ 80
Top Industry
Medical Devices
59.7%
3Y Alpha vs SPY
-42.8%
Period ended 3 months ago
Filed May 14, 2026 · 33d
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
-3.1%
SPY
+11.2%
Annualised alpha
-46.5%
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.
1 positions ·
$44,200 total
· Basic Materials only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ASPI |
ASP Isotopes Inc.
Basic Materials
|
NEW | 10,000 | $44,200 | 100.00% |