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My Portfolio Guide, LLC

Location
SEAL BEACH, CA
Portfolio Value
Micro $422
Diversification
Moderately concentrated
Filing Date
Mar 31, 2026
Global Rank
#7,042 / 8,586
Top Industry
Consumer Electronics 36.4%
Period ended 3 months ago
Filed May 6, 2026 · 41d

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
-2.7%
SPY
+2.1%
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, 2026
Top 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

Portfolio Positions

Export CSV View 13F filing
1 positions · $422 total · Basic Materials only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History