Forty-three Eighteen Advisors, LLC
Filing Date
Global Rank
#5,868
/ 8,623
▲ 241
· as of Mar 2026
Top Industry
Discount Stores
17.1%
3Y Alpha vs SPY
+5.1%
Period ended 4 months ago
Filed May 6, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+8.6%
SPY
+9.0%
Annualised alpha
-0.9%
Max drawdown
−9.2%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
43 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.6%
+0.7 pts
Top 5
44.4%
−0.8 pts
Top 10
61.8%
−1.6 pts
HHI
584
Diversified−6
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.2% | $25,265,641 |
| Consumer Defensive | 16.7% | $15,526,018 |
| Industrials | 13.2% | $12,229,986 |
| Unclassified | 9.1% | $8,414,622 |
| Financial Services | 8.1% | $7,487,602 |
| Energy | 7.0% | $6,449,444 |
| Healthcare | 6.6% | $6,097,583 |
| Real Estate | 4.5% | $4,171,560 |
| Communication Services | 2.6% | $2,381,670 |
| Basic Materials | 2.5% | $2,272,452 |
| Utilities | 1.6% | $1,521,129 |
| Consumer Cyclical | 1.0% | $906,484 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +770 | 4,209 | $404,695 | |
| VTR | Ventas, Inc. | +690 | 16,945 | $1,385,762 | |
| R | Ryder System Inc | +667 | 12,592 | $2,577,708 | |
| ETR | Entergy Corp /De/ | +563 | 13,538 | $1,521,129 | |
| APH | Amphenol Corp /De/ | +389 | 11,889 | $1,502,175 | |
| ALB | Albemarle Corp | +335 | 7,063 | $1,268,020 | |
| CIEN | Ciena Corp | +198 | 6,691 | $2,597,646 | |
| TER | Teradyne, Inc | +198 | 6,836 | $2,026,600 | |
| AMZN | Amazon Com Inc | +78 | 1,895 | $394,671 | |
| EME | EMCOR Group, Inc. | +74 | 1,278 | $943,560 | |
| MPWR | Monolithic Power Systems, Inc. | +66 | 1,499 | $1,638,931 | |
| QQQ | Invesco Qqq Trust, Series 1 | +16 | 2,694 | $1,554,922 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −14,539 | 8,843 | $1,542,219 | |
| WMT | Walmart Inc. | −2,893 | 116,317 | $14,455,876 | |
| CVS | CVS HEALTH Corp | −2,500 | 5,500 | $395,010 | |
| JBHT | Hunt J B Transport Services Inc | −2,000 | 1,562 | $330,987 | |
| GE | General Electric Co | −374 | 6,372 | $1,808,182 | |
| GOOGL | Alphabet Inc. | −171 | 6,875 | $1,976,975 | |
| AAPL | Apple Inc. | −55 | 31,318 | $7,948,195 | |
| CAT | Caterpillar Inc | −39 | 9,273 | $6,569,549 | |
| AMAT | Applied Materials Inc /De | −38 | 9,820 | $3,356,377 | |
| JPM | Jpmorgan Chase & Co | −23 | 18,861 | $5,548,151 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 22,469 | $3,812,090 | |
| JNJ | Johnson & Johnson | 12,555 | $3,068,944 | |
| CVX | Chevron Corp | 12,747 | $2,637,354 | |
| MRK | Merck & Co., Inc. | 21,894 | $2,633,629 | |
| NHI | National Health Investors Inc | 24,791 | $2,004,600 | |
| BEN | Franklin Resources Inc | 66,901 | $1,580,201 | |
| ADM | Archer-Daniels-Midland Co | 14,722 | $1,070,142 | |
| FCX | Freeport-Mcmoran Inc | 17,088 | $1,004,432 | |
| ENTG | Entegris Inc | 5,798 | $679,757 | |
| BMNR | Bitmine Immersion Technologies, Inc. | 18,100 | $358,018 | |
| DAN | DANA Inc | 6,428 | $216,302 | |
| JBL | Jabil Inc | 799 | $212,238 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 6,190 | $2,783,766 | |
| ORI | Old Republic International Corp | 46,583 | $2,126,048 | |
| IBM | International Business Machines Corp | 6,964 | $2,062,806 | |
| PII | Polaris Inc. | 31,988 | $2,023,241 | |
| MATW | Matthews International Corp | 60,604 | $1,582,976 | |
| AMD | Advanced Micro Devices Inc | 6,743 | $1,444,080 | |
| LLY | ELI LILLY & Co | 1,334 | $1,433,623 | |
| P | Everpure, Inc. | 13,039 | $873,743 | |
| FSLR | First Solar, Inc. | 2,720 | $710,545 | |
| CRWD | CrowdStrike Holdings, Inc. | 543 | $254,536 | |
| AVGO | Broadcom Inc. | 631 | $218,389 | |
| WHR | Whirlpool Corp /De/ | 3,000 | $216,420 | |
| No positions match the current search. | ||||
43 tracked positions ·
$92,724,191 total
· filing declares
75 positions · $132,792,858
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 116,317 | $14,455,876 | 15.59% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 31,318 | $7,948,195 | 8.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 10,207 | $6,638,020 | 7.16% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 9,273 | $6,569,549 | 7.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 18,861 | $5,548,151 | 5.98% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 22,469 | $3,812,090 | 4.11% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 9,820 | $3,356,377 | 3.62% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 8,854 | $3,277,485 | 3.53% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 12,555 | $3,068,944 | 3.31% | |
| CVX |
Chevron Corp
Energy
|
NEW | 12,747 | $2,637,354 | 2.84% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 21,894 | $2,633,629 | 2.84% | |
| CIEN |
Ciena Corp
Technology
|
Added | 6,691 | $2,597,646 | 2.80% | |
| R |
Ryder System Inc
Industrials
|
Added | 12,592 | $2,577,708 | 2.78% | |
| TER |
Teradyne, Inc
Technology
|
Added | 6,836 | $2,026,600 | 2.19% | |
| NHI |
National Health Investors Inc
Real Estate
|
NEW | 24,791 | $2,004,600 | 2.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,875 | $1,976,975 | 2.13% | |
| GE |
General Electric Co
Industrials
|
Reduced | 6,372 | $1,808,182 | 1.95% | |
| MPWR |
Monolithic Power Systems, Inc.
Technology
|
Added | 1,499 | $1,638,931 | 1.77% | |
| BEN |
Franklin Resources Inc
Financial Services
|
NEW | 66,901 | $1,580,201 | 1.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,694 | $1,554,922 | 1.68% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,843 | $1,542,219 | 1.66% | |
| ETR |
Entergy Corp /De/
Utilities
|
Added | 13,538 | $1,521,129 | 1.64% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 11,889 | $1,502,175 | 1.62% | |
| VTR |
Ventas, Inc.
Real Estate
|
Added | 16,945 | $1,385,762 | 1.49% | |
| ALB |
Albemarle Corp
Basic Materials
|
Added | 7,063 | $1,268,020 | 1.37% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
NEW | 14,722 | $1,070,142 | 1.15% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 17,088 | $1,004,432 | 1.08% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Added | 1,278 | $943,560 | 1.02% | |
| RITM |
Rithm Capital Corp.
Real Estate
|
Held | 74,272 | $704,098 | 0.76% | |
| ENTG |
Entegris Inc
Technology
|
NEW | 5,798 | $679,757 | 0.73% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 4,209 | $404,695 | 0.44% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 5,500 | $395,010 | 0.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,895 | $394,671 | 0.43% | |
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
NEW | 18,100 | $358,018 | 0.39% | |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
Reduced | 1,562 | $330,987 | 0.36% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Held | 406 | $295,511 | 0.32% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 1,682 | $246,042 | 0.27% | |
| IDCC |
InterDigital, Inc.
Technology
|
Held | 788 | $237,976 | 0.26% | |
| DBO |
Invesco DB Oil Fund
|
Held | 11,270 | $221,680 | 0.24% | |
| DAN |
DANA Inc
Consumer Cyclical
|
NEW | 6,428 | $216,302 | 0.23% | |
| JBL |
Jabil Inc
Technology
|
NEW | 799 | $212,238 | 0.23% | |
| ABR |
Arbor Realty Trust Inc
Real Estate
|
Held | 10,000 | $77,100 | 0.08% | |
| ABTC |
American Bitcoin Corp.
Financial Services
|
Held | 20,000 | $1,232 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.