Markowski Investments
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
446 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.9% | $51,653,158 |
| Unclassified | 17.1% | $30,510,699 |
| Financial Services | 13.1% | $23,374,445 |
| Communication Services | 11.5% | $20,447,247 |
| Consumer Cyclical | 6.5% | $11,528,672 |
| Energy | 4.9% | $8,731,213 |
| Consumer Defensive | 4.6% | $8,161,096 |
| Industrials | 4.4% | $7,769,528 |
| Healthcare | 4.1% | $7,269,220 |
| Utilities | 3.0% | $5,427,203 |
| Real Estate | 1.8% | $3,193,674 |
| Basic Materials | 0.2% | $393,389 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VIG |
Vanguard Dividend Appreciation ETF
|
First | 107,534 | $25,444,695 | 14.26% | |
| AAPL |
Apple Inc.
Technology
|
First | 67,359 | $19,491,000 | 10.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 46,592 | $16,597,072 | 9.30% | |
| NVDA |
Nvidia Corp
Technology
|
First | 52,829 | $10,570,554 | 5.92% | |
| MSFT |
Microsoft Corp
Technology
|
First | 22,269 | $8,306,782 | 4.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 33,248 | $7,924,328 | 4.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 22,514 | $7,369,507 | 4.13% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 4,793 | $4,847,496 | 2.72% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 12,425 | $4,693,543 | 2.63% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
First | 44,188 | $3,651,696 | 2.05% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 26,866 | $3,400,698 | 1.91% | |
| CVX |
Chevron Corp
Energy
|
First | 19,293 | $3,198,007 | 1.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 5,152 | $2,902,070 | 1.63% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 2,722 | $2,898,657 | 1.62% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 10,631 | $2,675,184 | 1.50% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 17,646 | $2,587,609 | 1.45% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 6,732 | $2,295,746 | 1.29% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 1,821 | $2,184,162 | 1.22% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 2,265 | $2,118,839 | 1.19% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 15,471 | $2,115,195 | 1.19% | |
| V |
Visa Inc.
Financial Services
|
First | 5,617 | $1,927,136 | 1.08% | |
| ENB |
Enbridge Inc
Energy
|
First | 29,798 | $1,615,349 | 0.91% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 18,155 | $1,475,456 | 0.83% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 2,773 | $1,387,581 | 0.78% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 2,677 | $1,363,824 | 0.76% | |
| UBER |
Uber Technologies, Inc
Technology
|
First | 18,464 | $1,332,362 | 0.75% | |
| WELL |
Welltower Inc.
Real Estate
|
First | 5,720 | $1,298,268 | 0.73% | |
| SO |
Southern Co
Utilities
|
First | 12,869 | $1,231,691 | 0.69% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 2,790 | $1,173,474 | 0.66% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 9,832 | $1,154,866 | 0.65% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 4,193 | $1,133,409 | 0.64% | |
| VXUS |
Vanguard Total International Stock ETF
|
First | 9,789 | $836,861 | 0.47% | |
| MU |
Micron Technology Inc
Technology
|
First | 706 | $814,928 | 0.46% | |
| MS |
Morgan Stanley
Financial Services
|
First | 3,888 | $812,747 | 0.46% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 6,597 | $747,176 | 0.42% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
First | 950 | $668,173 | 0.37% | |
| IBM |
International Business Machines Corp
Technology
|
First | 2,256 | $634,409 | 0.36% | |
| VICI |
Vici Properties Inc.
Real Estate
|
First | 23,873 | $633,828 | 0.36% | |
| GLD |
Spdr Gold Trust
|
First | 1,720 | $633,613 | 0.36% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 1,758 | $620,011 | 0.35% | |
| VXF |
Vanguard Extended Market ETF
|
First | 2,391 | $588,688 | 0.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 776 | $571,446 | 0.32% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 1,471 | $532,678 | 0.30% | |
| LUV |
Southwest Airlines Co
Industrials
|
First | 9,112 | $468,539 | 0.26% | |
| DVN |
Devon Energy Corp/De
Energy
|
First | 10,891 | $450,016 | 0.25% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 2,301 | $416,273 | 0.23% | |
| BNDX |
Vanguard Total International Bond ETF
|
First | 8,484 | $410,880 | 0.23% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 9,036 | $382,584 | 0.21% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
First | 1,499 | $369,083 | 0.21% | |
| CMI |
Cummins Inc
Industrials
|
First | 499 | $355,891 | 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.