RETIREMITTEN FINANCIAL LLC
Filing Date
Mar 31, 2026
Global Rank
#8,360
/ 8,604
· as of Mar 2026
Top Industry
Farm & Heavy Construction Machinery
17.1%
Period ended 3 months ago
Filed May 14, 2026 · 55d
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+1.0%
SPY
+1.0%
Annualised alpha
—
Max drawdown
−5.0%
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
62 positions · as of Mar 31, 2026Top Position
15.8%
of portfolio value
Top 5
47.7%
of portfolio value
Top 10
72.7%
of portfolio value
HHI
703
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 26.4% | $1,231,255 |
| Industrials | 19.7% | $918,638 |
| Financial Services | 19.5% | $908,284 |
| Technology | 17.0% | $791,505 |
| Consumer Cyclical | 6.2% | $289,994 |
| Utilities | 6.1% | $285,189 |
| Communication Services | 3.4% | $156,290 |
| Consumer Defensive | 0.9% | $39,683 |
| Energy | 0.6% | $26,932 |
| Healthcare | 0.4% | $16,556 |
| Basic Materials | 0.0% | $83 |
62 positions ·
$4,664,409 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 62 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 1,132 | $736,184 | 15.78% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 829 | $587,313 | 12.59% | |
| CMI |
Cummins Inc
Industrials
|
First | 609 | $327,654 | 7.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 605 | $289,916 | 6.22% | |
| XEL |
Xcel Energy Inc
Utilities
|
First | 3,590 | $285,189 | 6.11% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 481 | $277,623 | 5.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,149 | $239,302 | 5.13% | |
| NVDA |
Nvidia Corp
Technology
|
First | 1,329 | $231,777 | 4.97% | |
| AAPL |
Apple Inc.
Technology
|
First | 887 | $225,111 | 4.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 652 | $191,792 | 4.11% | |
| MSFT |
Microsoft Corp
Technology
|
First | 503 | $186,195 | 3.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 185 | $105,844 | 2.27% | |
| GLD |
Spdr Gold Trust
|
First | 223 | $95,954 | 2.06% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
First | 184 | $85,226 | 1.83% | |
| V |
Visa Inc.
Financial Services
|
First | 251 | $75,862 | 1.63% | |
| EAD |
Allspring Income Opportunities Fund
Financial Services
|
First | 10,000 | $64,800 | 1.39% | |
| MMT |
Aberdeen Multi-Market Income Fund
Financial Services
|
First | 13,562 | $62,656 | 1.34% | |
| IAE |
Voya Asia Pacific High Dividend Equity Income Fund
Financial Services
|
First | 7,200 | $53,064 | 1.14% | |
| DNP |
Dnp Select Income Fund Inc
Financial Services
|
First | 5,000 | $51,500 | 1.10% | |
| HYT |
Blackrock Corporate High Yield Fund, Inc.
Financial Services
|
First | 6,000 | $51,120 | 1.10% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 133 | $41,164 | 0.88% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
First | 407 | $40,313 | 0.86% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 105 | $39,033 | 0.84% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 944 | $36,268 | 0.78% | |
| SHOP |
Shopify Inc.
Technology
|
First | 250 | $29,655 | 0.64% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 35 | $29,609 | 0.63% | |
| ASML |
Asml Holding NV
Technology
|
First | 21 | $27,737 | 0.59% | |
| T |
At&T Inc.
Communication Services
|
First | 800 | $23,192 | 0.50% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 134 | $19,354 | 0.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 58 | $16,678 | 0.36% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
First | 450 | $15,966 | 0.34% | |
| CVX |
Chevron Corp
Energy
|
First | 66 | $13,655 | 0.29% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
First | 33 | $11,168 | 0.24% | |
| BLK |
BlackRock, Inc.
Financial Services
|
First | 11 | $10,578 | 0.23% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 110 | $10,576 | 0.23% | |
| SBR |
Sabine Royalty Trust
Energy
|
First | 125 | $9,417 | 0.20% | |
| MS |
Morgan Stanley
Financial Services
|
First | 55 | $9,051 | 0.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 33 | $8,066 | 0.17% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
First | 52 | $7,247 | 0.16% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
First | 50 | $6,767 | 0.15% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
First | 32 | $5,550 | 0.12% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 36 | $4,420 | 0.09% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 36 | $4,363 | 0.09% | |
| WM |
Waste Management Inc
Industrials
|
First | 14 | $3,217 | 0.07% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 62 | $3,022 | 0.06% | |
| MA |
Mastercard Inc
Financial Services
|
First | 6 | $2,997 | 0.06% | |
| BKR |
Baker Hughes Co
Energy
|
First | 41 | $2,503 | 0.05% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 12 | $1,923 | 0.04% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 8 | $1,357 | 0.03% | |
| SNPS |
Synopsys Inc
Technology
|
First | 3 | $1,189 | 0.03% |