MANCHESTER FINANCIAL INC

CIK

866590

Location

Westlake Village, CA

Portfolio Value

Small $105,608,807

Diversification

Diversified

Filing Date

Global Rank

#5,250 / 8,232 ▲ 142

Top Industry

Semiconductors 19.9%

3Y Alpha vs SPY

+4.6%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

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

+97.3%

SPY

+76.3%

Annualised alpha

+4.6%

Max drawdown

−21.7%

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

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

Top Position

16.4%

−0.2 pts

Top 5

42.0%

−2.0 pts

Top 10

54.7%

−3.0 pts

HHI

580

Diversified−23

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	45.7%	$48,301,876	15
Financial Services	10.1%	$10,628,932	15
Communication Services	8.2%	$8,687,953	5
Healthcare	8.2%	$8,655,398	10
Industrials	8.1%	$8,514,486	9
Consumer Cyclical	6.8%	$7,151,896	7
Unclassified	5.3%	$5,582,917	5
Consumer Defensive	3.4%	$3,552,919	3
Energy	2.2%	$2,356,990	4
Utilities	1.1%	$1,110,665	2
Basic Materials	0.6%	$596,399	1
Real Estate	0.4%	$468,376	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
ACHV	Achieve Life Sciences, Inc.	+7,138	66,222	$194,692
VZ	Verizon Communications Inc	+3,958	34,706	$1,742,241
EIX	Edison International	+3,632	10,401	$761,145
RBA	Rb Global Inc.	+444	15,306	$1,467,080
CEF	Sprott Physical Gold & Silver Trust	+422	9,163	$437,258
BRK-B	Berkshire Hathaway Inc	+361	3,971	$1,902,903
BRW	Saba Capital Income & Opportunities Fund	+311	12,315	$83,003
QQQ	Invesco Qqq Trust, Series 1	+310	2,304	$1,329,822
CSCO	Cisco Systems, Inc.	+240	3,472	$269,392
DIS	Walt Disney Co	+137	4,448	$428,698
AAPL	Apple Inc.	+112	55,055	$13,972,408
JPM	Jpmorgan Chase & Co	+107	5,894	$1,733,779
MSFT	Microsoft Corp	+49	12,107	$4,481,648
LLY	ELI LILLY & Co	+16	1,935	$1,779,754
IBKR	Interactive Brokers Group, Inc.	+12	29,313	$1,966,022
EME	EMCOR Group, Inc.	+9	2,556	$1,887,120
F	Ford Motor Co	+6	18,742	$216,282
BP	Bp PLC	+5	8,516	$400,252
PEP	Pepsico Inc	+2	1,665	$258,557
TJX	Tjx Companies Inc /De/	+1	1,763	$281,551
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BLNE	Beeline Holdings, Inc.	−3,448	14,552	$34,197
WRB	Berkley W R Corp	−2,059	4,763	$315,691
XOM	Exxon Mobil Corp	−1,646	7,322	$1,242,250
COST	Costco Wholesale Corp /New	−1,413	2,930	$2,919,539
NVDA	Nvidia Corp	−1,395	99,064	$17,276,761
MO	Altria Group, Inc.	−1,070	5,680	$374,823
GLW	Corning Inc /Ny	−889	8,393	$1,141,196
SPY	Spdr S&P 500 ETF Trust	−822	3,990	$2,594,856
AMD	Advanced Micro Devices Inc	−804	1,579	$321,215
T	At&T Inc.	−662	11,117	$322,281
GOOGL	Alphabet Inc.	−610	3,250	$934,570
AMZN	Amazon Com Inc	−580	16,032	$3,338,984
META	Meta Platforms, Inc.	−540	9,194	$5,260,163
TSLA	Tesla, Inc.	−496	5,186	$1,927,895
ORCL	Oracle Corp	−358	3,600	$529,596
V	Visa Inc.	−313	4,085	$1,234,650
PLTR	Palantir Technologies Inc.	−279	18,587	$2,718,906
GLD	Spdr Gold Trust	−279	1,736	$746,983
CVX	Chevron Corp	−242	2,163	$447,524
ENB	Enbridge Inc	−220	4,931	$266,964
PRU	Prudential Financial Inc	−205	2,594	$253,407
HD	Home Depot, Inc.	−205	764	$251,271
ABBV	AbbVie Inc.	−193	4,080	$887,359
LIN	Linde PLC	−153	1,203	$596,399
MCD	Mcdonalds Corp	−108	1,547	$480,792
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
USO	United States Oil Fund, LP	3,167	$403,000
PFE	Pfizer Inc	12,803	$359,508
LRCX	Lam Research Corp	1,054	$225,197
HPQ	Hp Inc	10,680	$205,162
GNPX	Genprex, Inc.	20,000	$36,200
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	416	$235,605
TSM	Taiwan Semiconductor Manufacturing Co Ltd	689	$209,380
NTNX	Nutanix, Inc.	4,000	$206,760
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 positions · $105,608,807 total · as of Mar 31, 2026

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

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	99,064	-1,395	$17,276,761	−7.8%	16.36%
AAPL	Apple Inc. Technology	Added	55,055	+112	$13,972,408	−6.5%	13.23%
META	Meta Platforms, Inc. Communication Services	Reduced	9,194	-540	$5,260,163	−18.1%	4.98%
MSFT	Microsoft Corp Technology	Added	12,107	+49	$4,481,648	−23.1%	4.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,032	-580	$3,338,984	−12.9%	3.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,930	-1,413	$2,919,539	−22.0%	2.76%
FIX	Comfort Systems USA Inc Industrials	Reduced	2,102	-30	$2,898,636	+45.7%	2.74%
PLTR	Palantir Technologies Inc. Technology	Reduced	18,587	-279	$2,718,906	−18.9%	2.57%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,990	-822	$2,594,856	−20.9%	2.46%
AVGO	Broadcom Inc. Technology	Reduced	7,481	-46	$2,315,444	−11.1%	2.19%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	4,665	-50	$2,207,664	+0.3%	2.09%
FLEX	Flex Ltd. Technology	Reduced	31,806	-5	$2,082,020	+8.3%	1.97%
IBKR	Interactive Brokers Group, Inc. Financial Services	Added	29,313	+12	$1,966,022	+4.3%	1.86%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,186	-496	$1,927,895	−24.6%	1.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,971	+361	$1,902,903	+4.9%	1.80%
EME	EMCOR Group, Inc. Industrials	Added	2,556	+9	$1,887,120	+21.1%	1.79%
LLY	ELI LILLY & Co Healthcare	Added	1,935	+16	$1,779,754	−13.7%	1.69%
MNTN	MNTN, Inc. Technology	Held	200,000	0	$1,760,000	−26.3%	1.67%
VZ	Verizon Communications Inc Communication Services	Added	34,706	+3,958	$1,742,241	+39.1%	1.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,894	+107	$1,733,779	−7.0%	1.64%
RBA	Rb Global Inc. Industrials	Added	15,306	+444	$1,467,080	−4.0%	1.39%
AMGN	Amgen Inc Healthcare	Reduced	4,030	-24	$1,417,955	+6.9%	1.34%
QQQ	Invesco Qqq Trust, Series 1	Added	2,304	+310	$1,329,822	+8.6%	1.26%
XOM	Exxon Mobil Corp Energy	Reduced	7,322	-1,646	$1,242,250	+15.1%	1.18%
V	Visa Inc. Financial Services	Reduced	4,085	-313	$1,234,650	−20.0%	1.17%
GLW	Corning Inc /Ny Technology	Reduced	8,393	-889	$1,141,196	+40.4%	1.08%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,250	-610	$934,570	−22.6%	0.88%
ABBV	AbbVie Inc. Healthcare	Reduced	4,080	-193	$887,359	−9.1%	0.84%
SCHW	Schwab Charles Corp Financial Services	Reduced	8,812	-72	$828,151	−6.7%	0.78%
EIX	Edison International Utilities	Added	10,401	+3,632	$761,145	+87.3%	0.72%
GLD	Spdr Gold Trust	Reduced	1,736	-279	$746,983	−6.5%	0.71%
IBM	International Business Machines Corp Technology	Held	2,810	0	$681,115	−18.2%	0.64%
JNJ	Johnson & Johnson Healthcare	Reduced	2,720	-4	$664,876	+17.9%	0.63%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	2,003	0	$655,121	+5.4%	0.62%
CAT	Caterpillar Inc Industrials	Reduced	912	-1	$646,115	+23.5%	0.61%
LIN	Linde PLC Basic Materials	Reduced	1,203	-153	$596,399	+3.2%	0.56%
CI	Cigna Group Healthcare	Held	2,142	0	$571,378	−3.1%	0.54%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,456	-67	$536,012	+12.6%	0.51%
ORCL	Oracle Corp Technology	Reduced	3,600	-358	$529,596	−31.4%	0.50%
MA	Mastercard Inc Financial Services	Reduced	1,037	-102	$518,147	−20.3%	0.49%
SLV	iShares Silver Trust	Reduced	7,459	-5	$508,256	+5.7%	0.48%
RTX	RTX Corp Industrials	Reduced	2,515	-9	$485,143	+4.8%	0.46%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,547	-108	$480,792	−4.9%	0.46%
SPG	Simon Property Group Inc. Real Estate	Held	2,511	0	$468,376	+0.8%	0.44%
CVX	Chevron Corp Energy	Reduced	2,163	-242	$447,524	+22.1%	0.42%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	9,163	+422	$437,258	+9.2%	0.41%
DIS	Walt Disney Co Communication Services	Added	4,448	+137	$428,698	−12.6%	0.41%
GD	General Dynamics Corp Industrials	Held	1,176	0	$403,626	+1.9%	0.38%
USO	United States Oil Fund, LP	NEW	3,167	NEW	$403,000	NEW	0.38%
BP	Bp PLC Energy	Added	8,516	+5	$400,252	+35.4%	0.38%