Tortuga Wealth Management, Inc
Filing Date
Dec 31, 2025
Global Rank
#6,509
/ 8,652
Top Industry
Semiconductors
15.7%
3Y Alpha vs SPY
-13.4%
Period ended 6 months ago
Filed Apr 16, 2026 · 2mo
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
+7.5%
SPY
+10.4%
Annualised alpha
-10.0%
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
64 positions · as of Dec 31, 2025Top Position
10.8%
of portfolio value
Top 5
42.1%
of portfolio value
Top 10
57.3%
of portfolio value
HHI
474
Diversified
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.9% | $28,641,885 |
| Healthcare | 16.8% | $11,784,437 |
| Financial Services | 9.6% | $6,715,192 |
| Communication Services | 9.1% | $6,358,663 |
| Consumer Cyclical | 8.2% | $5,739,267 |
| Unclassified | 6.2% | $4,339,490 |
| Energy | 3.9% | $2,741,423 |
| Consumer Defensive | 2.0% | $1,374,514 |
| Industrials | 1.8% | $1,274,816 |
| Utilities | 1.1% | $778,521 |
| Real Estate | 0.3% | $230,778 |
2 positions ·
$1,374,514 total
· Consumer Defensive only
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 1,221 | $1,052,917 | 76.60% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 3,290 | $321,597 | 23.40% |