Fure Financial Corp
Filing Date
Global Rank
#6,236
/ 6,692
▼ 92
· as of Sep 2022
Top Industry
Insurance - Diversified
38.1%
3Y Alpha vs SPY
-3.7%
Period ended 3 years ago
Filed Nov 9, 2022 · 3y
11 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.6%
SPY
+76.5%
Annualised alpha
-4.5%
Max drawdown
−19.5%
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
14 positions · as of Sep 30, 2022 · Δ vs Jun 30, 2022Top Position
21.6%
−32.6 pts
Top 5
71.2%
−9.6 pts
Top 10
90.3%
−3.9 pts
HHI
1,286
Diversified−1,973
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 43.3% | $4,413,130 |
| Financial Services | 25.4% | $2,590,987 |
| Technology | 16.4% | $1,673,219 |
| Healthcare | 11.9% | $1,210,512 |
| Communication Services | 3.0% | $302,702 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +2 | 2,768 | $644,667 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | −21 | 8,245 | $2,201,579 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DBC | Invesco DB Commodity Index Tracking Fund | 299,432 | $7,976,868 | |
| NKE | NIKE, Inc. | 1,608 | $164,337 | |
| VZ | Verizon Communications Inc | 1,836 | $93,177 | |
| ORCL | Oracle Corp | 1,019 | $71,197 | |
| TGT | Target Corp | 500 | $70,615 | |
| TTC | Toro Co | 834 | $63,208 | |
| PEP | Pepsico Inc | 111 | $18,499 | |
| BBDC | Barings BDC, Inc. | 1,208 | $11,246 | |
| GOOGL | Alphabet Inc. | 66 | $7,191 | |
| CAR | Avis Budget Group, Inc. | 27 | $3,971 | |
| WH | Wyndham Hotels & Resorts, Inc. | 55 | $3,614 | |
| BSX | Boston Scientific Corp | 73 | $2,720 | |
| OBE | Obsidian Energy Ltd. | 340 | $2,631 | |
| TNL | Travel & Leisure Co. | 55 | $2,135 | |
| SPY | Spdr S&P 500 ETF Trust | 4 | $1,509 | |
| F | Ford Motor Co | 100 | $1,113 | |
| CCL | Carnival Corp Ltd. | 100 | $865 | |
| LITE | Lumentum Holdings Inc. | 3 | $238 | |
| VIAV | Viavi Solutions Inc. | 17 | $224 | |
| IDA | Idacorp Inc | 1 | $105 | |
| No positions match the current search. | ||||
14 positions ·
$10,190,550 total
· as of Sep 30, 2022
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 8,245 | $2,201,579 | 21.60% | |
| IAU |
Ishares Gold Trust
|
NEW | 65,572 | $2,067,485 | 20.29% | |
| GLD |
Spdr Gold Trust
|
NEW | 7,630 | $1,180,132 | 11.58% | |
| GLDM |
World Gold Trust
|
NEW | 35,340 | $1,165,513 | 11.44% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,768 | $644,667 | 6.33% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 4,756 | $460,190 | 4.52% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 840 | $424,233 | 4.16% | |
| V |
Visa Inc.
Financial Services
|
Held | 2,192 | $389,408 | 3.82% | |
| ACN |
Accenture plc
Technology
|
Held | 1,327 | $341,437 | 3.35% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 1,197 | $329,414 | 3.23% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Held | 2,199 | $326,089 | 3.20% | |
| IT |
Gartner Inc
Technology
|
Held | 1,102 | $304,912 | 2.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 2,231 | $302,702 | 2.97% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 699 | $52,789 | 0.52% |