My Portfolio Guide, LLC
CIK
2132204
Location
SEAL BEACH, CA
Portfolio Value
Micro
$41,889,114
Diversification
Moderately concentrated
Filing Date
Mar 31, 2026
Global Rank
#6,693
/ 8,232
Top Industry
Consumer Electronics
36.4%
3Y Alpha vs SPY
-43.2%
Period ended 2 months ago
Filed May 6, 2026 · 39d
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
-4.3%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−7.9%
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
103 positions · as of Mar 31, 2026Top Position
45.0%
of portfolio value
Top 5
73.2%
of portfolio value
Top 10
80.6%
of portfolio value
HHI
2,388
Moderately concentrated
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 53.6% | $22,472,138 |
| Technology | 23.9% | $10,028,803 |
| Energy | 3.6% | $1,526,969 |
| Industrials | 3.4% | $1,423,551 |
| Healthcare | 3.1% | $1,303,547 |
| Consumer Defensive | 3.1% | $1,292,500 |
| Financial Services | 2.8% | $1,177,520 |
| Consumer Cyclical | 2.3% | $979,812 |
| Utilities | 1.5% | $638,200 |
| Communication Services | 1.3% | $525,765 |
| Real Estate | 1.2% | $519,887 |
| Basic Materials | 0.0% | $422 |
103 positions ·
$41,889,114 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 103 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
First | 203,402 | $18,853,331 | 45.01% | |
| AAPL |
Apple Inc.
Technology
|
First | 27,821 | $7,060,691 | 16.86% | |
| OUNZ |
VanEck Merk Gold ETF
|
First | 59,075 | $2,661,328 | 6.35% | |
| COP |
Conocophillips
Energy
|
First | 8,094 | $1,068,408 | 2.55% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 7,979 | $1,027,535 | 2.45% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
First | 24,194 | $700,416 | 1.67% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,849 | $684,444 | 1.63% | |
| F |
Ford Motor Co
Consumer Cyclical
|
First | 50,844 | $586,739 | 1.40% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 19,887 | $558,426 | 1.33% | |
| R |
Ryder System Inc
Industrials
|
First | 2,708 | $554,354 | 1.32% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 8,362 | $551,808 | 1.32% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
First | 7,515 | $510,719 | 1.22% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 3,074 | $508,255 | 1.21% | |
| NVDA |
Nvidia Corp
Technology
|
First | 2,742 | $478,204 | 1.14% | |
| UBS |
UBS Group AG
Financial Services
|
First | 11,877 | $464,034 | 1.11% | |
| SO |
Southern Co
Utilities
|
First | 4,714 | $454,995 | 1.09% | |
| VRT |
Vertiv Holdings Co
Industrials
|
First | 1,767 | $442,774 | 1.06% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
First | 4,934 | $354,359 | 0.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,091 | $313,727 | 0.75% | |
| CVX |
Chevron Corp
Energy
|
First | 1,488 | $307,867 | 0.73% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 5,356 | $261,105 | 0.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,147 | $238,885 | 0.57% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 745 | $230,584 | 0.55% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 221 | $203,269 | 0.49% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
First | 12,673 | $201,247 | 0.48% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 283 | $171,042 | 0.41% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 263 | $171,039 | 0.41% | |
| OKLO |
Oklo Inc.
Utilities
|
First | 2,981 | $147,827 | 0.35% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 134 | $133,521 | 0.32% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 1,023 | $125,603 | 0.30% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 851 | $124,484 | 0.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 236 | $113,091 | 0.27% | |
| ACHR |
Archer Aviation Inc.
Industrials
|
First | 19,571 | $101,182 | 0.24% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 229 | $85,130 | 0.20% | |
| T |
At&T Inc.
Communication Services
|
First | 2,901 | $84,099 | 0.20% | |
| MSTR |
Strategy Inc
Technology
|
First | 668 | $83,366 | 0.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 491 | $83,303 | 0.20% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 490 | $78,556 | 0.19% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
First | 1,050 | $74,035 | 0.18% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 650 | $62,497 | 0.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 106 | $60,645 | 0.14% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 264 | $57,417 | 0.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 173 | $50,889 | 0.12% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 643 | $49,890 | 0.12% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 647 | $49,204 | 0.12% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 419 | $43,018 | 0.10% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 141 | $38,153 | 0.09% | |
| V |
Visa Inc.
Financial Services
|
First | 125 | $37,780 | 0.09% | |
| FDX |
Fedex Corp
Industrials
|
First | 104 | $37,042 | 0.09% | |
| EZBC |
Franklin Templeton Digital Holdings Trust
|
First | 887 | $34,761 | 0.08% |