LDIC Inc.
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; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
24 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.5% | $43,504,146 |
| Financial Services | 29.4% | $41,974,127 |
| Consumer Cyclical | 10.0% | $14,231,583 |
| Consumer Defensive | 8.4% | $12,003,068 |
| Healthcare | 6.9% | $9,909,789 |
| Industrials | 4.6% | $6,523,532 |
| Energy | 3.5% | $4,950,463 |
| Utilities | 3.5% | $4,941,187 |
| Communication Services | 3.3% | $4,660,661 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 58,934 | $17,053,142 | 11.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 51,698 | $16,922,306 | 11.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 54,510 | $12,991,913 | 9.10% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 105,978 | $12,003,068 | 8.41% | |
| MS |
Morgan Stanley
Financial Services
|
First | 48,339 | $10,104,784 | 7.08% | |
| V |
Visa Inc.
Financial Services
|
First | 29,302 | $10,053,223 | 7.05% | |
| MSFT |
Microsoft Corp
Technology
|
First | 25,133 | $9,375,111 | 6.57% | |
| SYK |
Stryker Corp
Healthcare
|
First | 22,327 | $7,029,432 | 4.93% | |
| TXN |
Texas Instruments Inc
Technology
|
First | 20,790 | $6,196,875 | 4.34% | |
| ADI |
Analog Devices Inc
Technology
|
First | 14,361 | $5,703,758 | 4.00% | |
| SHEL |
Shell plc
Energy
|
First | 63,844 | $4,950,463 | 3.47% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 56,297 | $4,941,187 | 3.46% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 9,780 | $4,893,814 | 3.43% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 8,274 | $4,660,661 | 3.27% | |
| ORCL |
Oracle Corp
Technology
|
First | 29,428 | $4,312,673 | 3.02% | |
| WM |
Waste Management Inc
Industrials
|
First | 14,660 | $3,267,420 | 2.29% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 11,971 | $3,256,112 | 2.28% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 3,515 | $1,239,670 | 0.87% | |
| NVDA |
Nvidia Corp
Technology
|
First | 4,311 | $862,587 | 0.60% | |
| AZN |
Astrazeneca PLC
Healthcare
|
First | 4,212 | $798,679 | 0.56% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
First | 1,682 | $668,897 | 0.47% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 498 | $597,316 | 0.42% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
First | 1,375 | $536,098 | 0.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 1,100 | $279,367 | 0.20% |
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.