Capital Advisor Network LLC

CIK

2131047

Location

LAFAYETTE, IN

Portfolio Value

Micro $30,270

Diversification

Highly concentrated

Filing Date

Mar 31, 2026

Global Rank

#4,604 / 8,588

Top Industry

Biotechnology 99.6%

Period ended 3 months ago

Filed May 13, 2026 · 35d

Clone Performance

May 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+2.8%

SPY

+1.4%

Annualised alpha

—

Max drawdown

−2.8%

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

45 positions · as of Mar 31, 2026

Top Position

86.9%

of portfolio value

Top 5

99.2%

of portfolio value

Top 10

99.7%

of portfolio value

HHI

7,589

Highly concentrated

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	87.0%	$145,680,290	6
Unclassified	12.6%	$21,152,679	6
Consumer Cyclical	0.1%	$159,242	7
Communication Services	0.1%	$97,183	5
Real Estate	0.0%	$66,588	4
Consumer Defensive	0.0%	$52,076	2
Energy	0.0%	$50,606	3
Financial Services	0.0%	$39,923	2
Industrials	0.0%	$32,853	3
Technology	0.0%	$30,270	5
Utilities	0.0%	$7,998	2

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $30,270 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	First	10	—	$2,537	—	8.38%
SHOP	Shopify Inc. Technology	First	35	—	$4,151	—	13.71%
AVGO	Broadcom Inc. Technology	First	22	—	$6,809	—	22.49%
UBER	Uber Technologies, Inc Technology	First	95	—	$6,833	—	22.57%
NVDA	Nvidia Corp Technology	First	57	—	$9,940	—	32.84%