Sanchez Levi Garrett
Clone Performance
May 2026–Aug 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.
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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
38 tracked positions · as of Mar 31, 2026Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 55.2% | $28,546,991 |
| Technology | 19.6% | $10,157,170 |
| Financial Services | 5.3% | $2,718,393 |
| Consumer Defensive | 4.2% | $2,169,225 |
| Communication Services | 3.6% | $1,876,862 |
| Industrials | 3.5% | $1,835,263 |
| Consumer Cyclical | 3.5% | $1,812,071 |
| Energy | 3.3% | $1,691,616 |
| Healthcare | 1.2% | $618,676 |
| Basic Materials | 0.6% | $322,152 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
First | 291,948 | $18,708,027 | 36.15% | |
| VXF |
Vanguard Extended Market ETF
|
First | 26,071 | $5,365,411 | 10.37% | |
| AAPL |
Apple Inc.
Technology
|
First | 16,783 | $4,259,357 | 8.23% | |
| MSFT |
Microsoft Corp
Technology
|
First | 8,591 | $3,180,130 | 6.15% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
First | 6,979 | $1,827,939 | 3.53% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 1,722 | $1,715,852 | 3.32% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 35,004 | $1,344,853 | 2.60% | |
| BNDX |
Vanguard Total International Bond ETF
|
First | 27,071 | $1,300,761 | 2.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 4,004 | $1,150,877 | 2.22% | |
| USB |
US Bancorp De
Financial Services
|
First | 22,036 | $1,146,092 | 2.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 4,970 | $1,035,101 | 2.00% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 1,439 | $1,019,473 | 1.97% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 2,947 | $995,938 | 1.92% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 1,683 | $575,232 | 1.11% | |
| MPC |
Marathon Petroleum Corp
Energy
|
First | 2,192 | $535,242 | 1.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 1,779 | $523,310 | 1.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 885 | $506,335 | 0.98% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
First | 7,594 | $504,849 | 0.98% | |
| NVDA |
Nvidia Corp
Technology
|
First | 2,679 | $467,217 | 0.90% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 3,648 | $453,373 | 0.88% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
First | 4,938 | $442,395 | 0.85% | |
| SU |
Suncor Energy Inc
Energy
|
First | 6,304 | $416,757 | 0.81% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 4,915 | $381,354 | 0.74% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
First | 1,162 | $338,932 | 0.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 900 | $334,575 | 0.65% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
First | 1,005 | $322,152 | 0.62% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 339 | $311,802 | 0.60% | |
| DE |
Deere & Co
Industrials
|
First | 552 | $310,941 | 0.60% | |
| AZN |
Astrazeneca PLC
Healthcare
|
First | 1,556 | $306,874 | 0.59% | |
| TER |
Teradyne, Inc
Technology
|
First | 1,005 | $297,942 | 0.58% | |
| ENB |
Enbridge Inc
Energy
|
First | 5,242 | $283,801 | 0.55% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
First | 7,547 | $253,050 | 0.49% | |
| ARES |
Ares Management Corp
Financial Services
|
First | 2,238 | $244,165 | 0.47% | |
| MET |
Metlife Inc
Financial Services
|
First | 3,332 | $235,639 | 0.46% | |
| PRU |
Prudential Financial Inc
Financial Services
|
First | 2,357 | $230,255 | 0.44% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 2,279 | $219,650 | 0.42% | |
| PSX |
Phillips 66
Energy
|
First | 1,113 | $202,766 | 0.39% | |
| ETHA |
iShares Ethereum Trust ETF
|
First | 82,118 | $0 | 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.