Sanchez Levi Garrett
Filing Date
Mar 31, 2026
Global Rank
#7,534
/ 8,578
Top Industry
Consumer Electronics
18.5%
Period ended 3 months ago
Filed May 15, 2026 · 31d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-2.4%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−4.9%
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
34 positions · as of Mar 31, 2026Top Position
16.6%
of portfolio value
Top 5
46.0%
of portfolio value
Top 10
66.1%
of portfolio value
HHI
661
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.6% | $10,157,170 |
| Financial Services | 10.6% | $2,718,393 |
| Unclassified | 10.3% | $2,644,780 |
| Consumer Defensive | 8.5% | $2,169,225 |
| Industrials | 7.2% | $1,835,263 |
| Consumer Cyclical | 7.1% | $1,812,071 |
| Energy | 6.6% | $1,691,616 |
| Communication Services | 6.5% | $1,666,881 |
| Healthcare | 2.4% | $618,676 |
| Basic Materials | 1.3% | $322,152 |
2 positions ·
$618,676 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
First | 339 | $311,802 | 50.40% | |
| AZN |
Astrazeneca PLC
Healthcare
|
First | 1,556 | $306,874 | 49.60% |