Terril Brothers, Inc.
Filing Date
Global Rank
#2,909
/ 8,232
▲ 168
Top Industry
Banks - Diversified
14.5%
3Y Alpha vs SPY
+6.8%
Period ended 2 months ago
Filed May 7, 2026 · 38d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+107.8%
SPY
+76.3%
Annualised alpha
+6.8%
Max drawdown
−19.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.4%
−0.4 pts
Top 5
50.6%
+0.2 pts
Top 10
82.0%
+2.2 pts
HHI
764
Diversified+7
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 23.4% | $80,200,357 |
| Financial Services | 22.1% | $75,693,467 |
| Healthcare | 15.4% | $52,724,231 |
| Technology | 14.1% | $48,133,811 |
| Consumer Cyclical | 8.0% | $27,395,413 |
| Energy | 7.3% | $24,825,502 |
| Basic Materials | 6.1% | $20,984,599 |
| Industrials | 2.6% | $9,032,757 |
| Consumer Defensive | 0.5% | $1,790,799 |
| Utilities | 0.4% | $1,320,070 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CZR | Caesars Entertainment, Inc. | +134,320 | 998,410 | $26,387,976 | |
| TOST | Toast, Inc. | +107,920 | 116,240 | $3,081,522 | |
| SOLV | Solventum Corp | +73,386 | 345,237 | $22,543,976 | |
| MOS | Mosaic Co | +10,675 | 772,635 | $19,702,192 | |
| WES | Western Midstream Partners, LP | +3,550 | 405,189 | $16,681,631 | |
| T | At&T Inc. | +2,635 | 23,375 | $677,641 | |
| VZ | Verizon Communications Inc | +1,110 | 690,180 | $34,647,036 | |
| AAPL | Apple Inc. | +546 | 151,666 | $38,491,314 | |
| GE | General Electric Co | +247 | 1,653 | $469,071 | |
| SII | Sprott Inc. | +225 | 2,475 | $353,677 | |
| XOM | Exxon Mobil Corp | +165 | 13,770 | $2,336,218 | |
| DIS | Walt Disney Co | +160 | 244,676 | $23,581,872 | |
| ABBV | AbbVie Inc. | +102 | 1,082 | $235,324 | |
| WMT | Walmart Inc. | +71 | 7,320 | $909,729 | |
| MMM | 3M Co | +58 | 19,938 | $2,895,595 | |
| GEV | GE Vernova Inc. | +56 | 416 | $363,126 | |
| KO | Coca Cola Co | +24 | 7,563 | $575,166 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WWD | Woodward, Inc. | −37,650 | 11,600 | $4,151,872 | |
| WBD | Warner Bros. Discovery, Inc. | −7,062 | 749,946 | $20,593,517 | |
| KMI | Kinder Morgan, Inc. | −5,975 | 6,893 | $231,122 | |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | −5,225 | 1,468,432 | $20,969,208 | |
| EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | −4,993 | 46,054 | $2,432,572 | |
| CLB | Core Laboratories Inc. /DE/ | −2,375 | 16,600 | $278,714 | |
| PLTR | Palantir Technologies Inc. | −805 | 3,358 | $491,208 | |
| NVDA | Nvidia Corp | −585 | 1,670 | $291,248 | |
| AMZN | Amazon Com Inc | −450 | 2,980 | $620,644 | |
| C | Citigroup Inc | −400 | 405,494 | $45,987,074 | |
| INTC | Intel Corp | −200 | 14,506 | $640,149 | |
| JPM | Jpmorgan Chase & Co | −193 | 9,425 | $2,772,458 | |
| MSFT | Microsoft Corp | −153 | 2,490 | $921,723 | |
| GMED | Globus Medical Inc | −90 | 321,365 | $27,688,808 | |
| No positions match the current search. | |||||
9 positions ·
$48,133,811 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 151,666 | $38,491,314 | 79.97% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 28,800 | $3,708,864 | 7.71% | |
| TOST |
Toast, Inc.
Technology
|
Added | 116,240 | $3,081,522 | 6.40% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,490 | $921,723 | 1.91% | |
| INTC |
Intel Corp
Technology
|
Reduced | 14,506 | $640,149 | 1.33% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 3,358 | $491,208 | 1.02% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,670 | $291,248 | 0.61% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 3,496 | $271,254 | 0.56% | |
| Q |
Qnity Electronics, Inc.
Technology
|
NEW | 2,050 | $236,529 | 0.49% |