Ally Financial Inc.

CIK

40729

Location

Detroit, MI

Portfolio Value

Micro $47,491,520

Diversification

Diversified

Filing Date

Global Rank

#1,958 / 8,232 ▲ 470

Top Industry

Semiconductors 8.1%

3Y Alpha vs SPY

-3.9%

Period ended 2 months ago

Filed May 12, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.3%

SPY

+76.3%

Annualised alpha

-3.8%

Max drawdown

−14.4%

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

118 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.3%

+6.3 pts

Top 5

32.4%

+8.8 pts

Top 10

45.1%

+8.2 pts

HHI

366

Diversified+145

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.0%	$127,048,230	19
Unclassified	18.0%	$120,418,720	2
Financial Services	13.4%	$89,954,970	20
Healthcare	13.3%	$89,196,447	24
Communication Services	11.3%	$75,843,841	10
Consumer Cyclical	8.9%	$59,560,525	9
Consumer Defensive	7.1%	$47,491,520	10
Industrials	4.8%	$32,142,670	13
Real Estate	1.7%	$11,205,290	5
Basic Materials	1.5%	$10,332,990	3
Energy	0.6%	$4,067,550	2
Utilities	0.2%	$1,633,080	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
BSX	Boston Scientific Corp	+55,000	66,000	$4,141,500
BAC	Bank Of America Corp /De/	+50,000	100,000	$4,875,000
MSFT	Microsoft Corp	+45,000	87,000	$32,204,790
ORCL	Oracle Corp	+42,500	68,500	$10,077,035
NVDA	Nvidia Corp	+42,000	156,000	$27,206,400
ABT	Abbott Laboratories	+40,000	64,000	$6,570,880
KKR	KKR & Co. Inc.	+34,000	50,000	$4,625,000
AAPL	Apple Inc.	+32,000	38,000	$9,644,020
WFC	Wells Fargo & Company/Mn	+19,000	63,000	$5,015,430
UBER	Uber Technologies, Inc	+14,000	50,000	$3,596,500
TMO	Thermo Fisher Scientific Inc.	+9,000	11,000	$5,406,830
META	Meta Platforms, Inc.	+8,500	35,500	$20,310,615
V	Visa Inc.	+7,000	31,000	$9,369,440
PAYX	Paychex Inc	+7,000	27,000	$2,487,240
ADP	Automatic Data Processing Inc	+6,500	14,500	$2,946,110
HD	Home Depot, Inc.	+6,500	11,000	$3,617,790
LLY	ELI LILLY & Co	+4,500	8,500	$7,818,045
PG	PROCTER & GAMBLE Co	+4,000	36,000	$5,199,840
MA	Mastercard Inc	+3,500	14,500	$7,245,070
BLK	BlackRock, Inc.	+3,000	5,000	$4,808,550
ACN	Accenture plc	+1,500	10,500	$2,082,045
PNC	Pnc Financial Services Group, Inc.	+1,500	7,000	$1,456,630
LOW	Lowes Companies Inc	+1,000	8,000	$1,890,240
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	−128,000	25,000	$3,007,250
USB	US Bancorp De	−63,000	28,000	$1,456,280
SLB	Slb Limited/Nv	−35,000	70,000	$3,597,300
LIN	Linde PLC	−10,000	2,000	$991,520
HON	Honeywell International Inc	−7,000	7,000	$1,582,210
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	147,000	$95,599,980
QQQ	Invesco Qqq Trust, Series 1	43,000	$24,818,740
AVGO	Broadcom Inc.	38,500	$11,916,135
JPM	Jpmorgan Chase & Co	33,000	$9,707,280
BKNG	Booking Holdings Inc.	800	$3,368,255
SYK	Stryker Corp	9,000	$2,957,310
ECL	Ecolab Inc.	10,000	$2,660,200
BX	Blackstone Inc.	23,000	$2,644,770
COIN	Coinbase Global, Inc.	14,000	$2,444,540
AXP	American Express Co	7,000	$2,117,360
RDDT	Reddit, Inc.	15,000	$2,019,750
MRVL	Marvell Technology, Inc.	20,000	$1,981,000
ISRG	Intuitive Surgical Inc	4,000	$1,843,960
DAL	Delta Air Lines, Inc.	25,000	$1,662,000
SCHW	Schwab Charles Corp	16,000	$1,503,680
CBRE	Cbre Group, Inc.	11,000	$1,490,060
COF	Capital One Financial Corp	8,000	$1,459,440
AAL	American Airlines Group Inc.	130,000	$1,396,200
INTU	Intuit Inc.	3,000	$1,297,140
NOW	ServiceNow, Inc.	12,000	$1,254,600
CCI	Crown Castle Inc.	13,000	$1,057,030
EMR	Emerson Electric Co	8,000	$1,048,160
WAT	Waters Corp /De/	3,518	$1,047,660
EW	Edwards Lifesciences Corp	13,000	$1,041,040
MMM	3M Co	7,000	$1,016,610
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	12,000	$5,804,040
MCD	Mcdonalds Corp	18,000	$5,501,340
INTC	Intel Corp	133,000	$4,907,700
CSX	Csx Corp	124,000	$4,495,000
FDX	Fedex Corp	12,000	$3,466,320
KO	Coca Cola Co	45,000	$3,145,950
CB	Chubb Ltd	10,000	$3,121,200
TXN	Texas Instruments Inc	16,000	$2,775,840
TFC	Truist Financial Corp	51,000	$2,509,710
MO	Altria Group, Inc.	43,000	$2,479,380
COST	Costco Wholesale Corp /New	2,500	$2,155,850
ELAN	Elanco Animal Health Inc	79,000	$1,787,770
WMT	Walmart Inc.	15,000	$1,671,150
WM	Waste Management Inc	7,500	$1,647,825
EQIX	Equinix Inc	1,500	$1,149,240
CL	Colgate Palmolive Co	13,000	$1,027,260
MTB	M&T Bank Corp	5,000	$1,007,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $47,491,520 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PEP	Pepsico Inc Consumer Defensive	Held	113,000	0	$17,547,770	+8.2%	36.95%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Held	105,000	0	$7,283,850	+8.3%	15.34%
TGT	Target Corp Consumer Defensive	Held	48,000	0	$5,817,600	+24.0%	12.25%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	36,000	+4,000	$5,199,840	+13.4%	10.95%
KHC	Kraft Heinz Co Consumer Defensive	Held	131,000	0	$2,946,190	−7.3%	6.20%
CAG	Conagra Brands Inc. Consumer Defensive	Held	174,000	0	$2,735,280	−9.2%	5.76%
EL	Estee Lauder Companies Inc Consumer Defensive	Held	34,000	0	$2,440,180	−31.5%	5.14%
STZ	Constellation Brands, Inc. Consumer Defensive	Held	11,500	0	$1,725,000	+8.7%	3.63%
KMB	Kimberly Clark Corp Consumer Defensive	Held	10,000	0	$964,700	−4.4%	2.03%
DG	Dollar General Corp Consumer Defensive	Held	7,000	0	$831,110	−10.6%	1.75%