Schuylkill Financial 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; 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
31 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 36.2% | $10,483,119 |
| Technology | 22.4% | $6,467,759 |
| Industrials | 22.1% | $6,384,087 |
| Consumer Cyclical | 8.4% | $2,419,360 |
| Basic Materials | 3.5% | $1,010,348 |
| Financial Services | 3.5% | $1,004,632 |
| Consumer Defensive | 3.1% | $896,619 |
| Utilities | 0.8% | $225,306 |
| Communication Services | 0.1% | $36,193 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
First | 97,263 | $6,929,988 | 23.96% | |
| BNDX |
Vanguard Total International Bond ETF
|
First | 61,625 | $2,984,498 | 10.32% | |
| AAPL |
Apple Inc.
Technology
|
First | 8,941 | $2,587,167 | 8.94% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 3,556 | $1,698,238 | 5.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 6,695 | $1,595,686 | 5.52% | |
| GEV |
GE Vernova Inc.
Industrials
|
First | 1,029 | $1,208,930 | 4.18% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 4,435 | $1,206,320 | 4.17% | |
| MSFT |
Microsoft Corp
Technology
|
First | 3,165 | $1,180,608 | 4.08% | |
| ACA |
Arcosa, Inc.
Industrials
|
First | 7,673 | $1,114,810 | 3.85% | |
| GE |
General Electric Co
Industrials
|
First | 2,756 | $1,029,999 | 3.56% | |
| C |
Citigroup Inc
Financial Services
|
First | 7,178 | $1,004,632 | 3.47% | |
| ETN |
Eaton Corp plc
Industrials
|
First | 2,239 | $954,082 | 3.30% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,453 | $926,620 | 3.20% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
First | 9,109 | $875,557 | 3.03% | |
| RTX |
RTX Corp
Industrials
|
First | 4,428 | $840,124 | 2.90% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
First | 3,427 | $786,359 | 2.72% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
First | 5,062 | $766,893 | 2.65% | |
| AOA |
iShares Core 80/20 Aggressive Allocation ETF
|
First | 5,705 | $556,808 | 1.92% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
First | 764 | $223,989 | 0.77% | |
| FE |
Firstenergy Corp
Utilities
|
First | 4,527 | $215,213 | 0.74% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 135 | $56,781 | 0.20% | |
| FSLR |
First Solar, Inc.
Technology
|
First | 200 | $47,192 | 0.16% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 63 | $35,487 | 0.12% | |
| HUBB |
Hubbell Inc
Industrials
|
First | 57 | $29,822 | 0.10% | |
| NVDA |
Nvidia Corp
Technology
|
First | 115 | $23,010 | 0.08% | |
| SYY |
Sysco Corp
Consumer Defensive
|
First | 252 | $21,062 | 0.07% | |
| GLD |
Spdr Gold Trust
|
First | 32 | $11,788 | 0.04% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 115 | $10,093 | 0.03% | |
| ENPH |
Enphase Energy, Inc.
Technology
|
First | 100 | $4,924 | 0.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2 | $706 | 0.00% | |
| CGBL |
Capital Group Core Balanced ETF
|
First | 1 | $37 | 0.00% |
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.