Turner Financial Group, 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
80 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.6% | $23,960,063 |
| Consumer Cyclical | 28.7% | $17,344,624 |
| Unclassified | 9.4% | $5,659,245 |
| Industrials | 7.3% | $4,385,160 |
| Healthcare | 5.5% | $3,297,384 |
| Financial Services | 3.9% | $2,342,667 |
| Communication Services | 3.5% | $2,094,326 |
| Basic Materials | 1.5% | $893,822 |
| Energy | 0.5% | $276,858 |
| Utilities | 0.4% | $217,171 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 37,311 | $15,693,006 | 25.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 7,558 | $4,390,517 | 7.26% | |
| SGOL |
abrdn Gold ETF Trust
|
First | 69,974 | $2,675,106 | 4.42% | |
| MU |
Micron Technology Inc
Technology
|
First | 1,888 | $2,179,299 | 3.60% | |
| NVDA |
Nvidia Corp
Technology
|
First | 7,673 | $1,535,290 | 2.54% | |
| MSFT |
Microsoft Corp
Technology
|
First | 3,438 | $1,282,442 | 2.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 3,534 | $1,253,349 | 2.07% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
First | 7,190 | $1,228,483 | 2.03% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
First | 2,279 | $1,190,526 | 1.97% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
First | 2,843 | $1,053,587 | 1.74% | |
| MSTR |
Strategy Inc
Technology
|
First | 13,531 | $966,155 | 1.60% | |
| LRCX |
Lam Research Corp
Technology
|
First | 2,146 | $929,926 | 1.54% | |
| TER |
Teradyne, Inc
Technology
|
First | 1,799 | $870,428 | 1.44% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,118 | $800,074 | 1.32% | |
| AAPL |
Apple Inc.
Technology
|
First | 2,671 | $772,880 | 1.28% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 6,303 | $740,350 | 1.22% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
First | 956 | $729,561 | 1.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 1,278 | $719,884 | 1.19% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
First | 7,636 | $713,049 | 1.18% | |
| KLAC |
Kla Corp
Technology
|
First | 2,201 | $664,063 | 1.10% | |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
First | 32,791 | $611,224 | 1.01% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 833 | $602,259 | 1.00% | |
| SIVR |
abrdn Silver ETF Trust
|
First | 10,559 | $593,626 | 0.98% | |
| TEM |
Tempus AI, Inc.
Healthcare
|
First | 10,043 | $581,790 | 0.96% | |
| GLW |
Corning Inc /Ny
Technology
|
First | 2,266 | $578,804 | 0.96% | |
| CAH |
Cardinal Health Inc
Healthcare
|
First | 2,434 | $578,221 | 0.96% | |
| GOF |
Guggenheim Strategic Opportunities Fund
Financial Services
|
First | 50,317 | $549,461 | 0.91% | |
| CIEN |
Ciena Corp
Technology
|
First | 1,052 | $516,069 | 0.85% | |
| MPWR |
Monolithic Power Systems, Inc.
Technology
|
First | 366 | $505,943 | 0.84% | |
| FLEX |
Flex Ltd.
Technology
|
First | 3,087 | $500,310 | 0.83% | |
| CRUS |
Cirrus Logic, Inc.
Technology
|
First | 3,145 | $467,126 | 0.77% | |
| CVLT |
Commvault Systems Inc
Technology
|
First | 3,014 | $427,174 | 0.71% | |
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
First | 31,331 | $417,015 | 0.69% | |
| VCYT |
Veracyte, Inc.
Healthcare
|
First | 6,757 | $396,838 | 0.66% | |
| PRLB |
Proto Labs Inc
Industrials
|
First | 4,843 | $394,752 | 0.65% | |
| LIVN |
LivaNova PLC
Healthcare
|
First | 4,765 | $391,825 | 0.65% | |
| HQH |
abrdn Healthcare Investors
Financial Services
|
First | 17,646 | $387,859 | 0.64% | |
| COHR |
Coherent Corp.
Technology
|
First | 966 | $381,058 | 0.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,582 | $377,053 | 0.62% | |
| SSRM |
Ssr Mining Inc.
Basic Materials
|
First | 13,203 | $373,380 | 0.62% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 2,069 | $351,481 | 0.58% | |
| NVT |
nVent Electric plc
Industrials
|
First | 2,060 | $349,396 | 0.58% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
First | 171 | $338,913 | 0.56% | |
| EXEL |
Exelixis, Inc.
Healthcare
|
First | 6,167 | $335,546 | 0.55% | |
| WDC |
Western Digital Corp
Technology
|
First | 523 | $334,050 | 0.55% | |
| FTNT |
Fortinet, Inc.
Technology
|
First | 2,087 | $320,604 | 0.53% | |
| VMI |
Valmont Industries Inc
Industrials
|
First | 526 | $303,817 | 0.50% | |
| IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
Financial Services
|
First | 49,374 | $303,156 | 0.50% | |
| LSCC |
Lattice Semiconductor Corp
Technology
|
First | 1,929 | $295,059 | 0.49% | |
| SANM |
Sanmina Corp
Technology
|
First | 1,162 | $294,078 | 0.49% |
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.