X ADVISORS, LLC
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
15 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.9% | $7,316,203 |
| Financial Services | 20.5% | $3,964,877 |
| Real Estate | 16.3% | $3,153,373 |
| Energy | 12.1% | $2,338,732 |
| Communication Services | 6.1% | $1,173,673 |
| Basic Materials | 4.8% | $932,177 |
| Industrials | 2.2% | $418,230 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 17,386 | $5,030,812 | 26.07% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 17,106 | $2,338,732 | 12.12% | |
| RWT |
Redwood Trust Inc
Real Estate
|
First | 78,997 | $1,963,075 | 10.17% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
First | 15,327 | $1,536,991 | 7.96% | |
| INTC |
Intel Corp
Technology
|
First | 10,374 | $1,448,521 | 7.51% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 16,438 | $1,173,673 | 6.08% | |
| GAIN |
Gladstone Investment Corporation\De
Financial Services
|
First | 40,000 | $996,800 | 5.17% | |
| DC |
Dakota Gold Corp.
Basic Materials
|
First | 218,821 | $932,177 | 4.83% | |
| UMC |
United Microelectronics Corp
Technology
|
First | 30,756 | $836,870 | 4.34% | |
| ADAM |
Adamas Trust, Inc.
Real Estate
|
First | 31,964 | $803,894 | 4.17% | |
| MARA |
MARA Holdings, Inc.
Financial Services
|
First | 56,989 | $791,577 | 4.10% | |
| RIOT |
Riot Platforms, Inc.
Financial Services
|
First | 15,843 | $433,781 | 2.25% | |
| AAL |
American Airlines Group Inc.
Industrials
|
First | 23,145 | $418,230 | 2.17% | |
| CIM |
Chimera Investment Corp
Real Estate
|
First | 15,450 | $386,404 | 2.00% | |
| FT |
Franklin Universal Trust
Financial Services
|
First | 25,493 | $205,728 | 1.07% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.