My Portfolio Guide, LLC
CIK
2132204
Location
SEAL BEACH, CA
Portfolio Value
Micro
$1,292,500
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 SPYHypothetical 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, 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 |
7 positions ·
$1,292,500 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 8,362 | $551,808 | 42.69% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 3,074 | $508,255 | 39.32% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 134 | $133,521 | 10.33% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 647 | $49,204 | 3.81% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
First | 318 | $32,954 | 2.55% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 87 | $10,544 | 0.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 50 | $6,214 | 0.48% |