WORLD EQUITY GROUP, INC.

CIK

878770

Location

SCHAUMBURG, IL

Portfolio Value

Small $260,197,409

Diversification

Diversified

Filing Date

Global Rank

#969 / 2,968 ▲ 2911

Top Industry

Semiconductors 13.8%

3Y Alpha vs SPY

-1.7%

Period ended 30 days ago

Filed Jul 9, 2026 · 21d

18 quarters · since Mar 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+65.4%

SPY

+67.9%

Annualised alpha

-0.6%

Max drawdown

−19.1%

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. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

168 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.6%

+0.0 pts

Top 5

32.0%

+4.9 pts

Top 10

46.3%

+5.8 pts

HHI

297

Diversified+51

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.3%	$84,142,655	33
Unclassified	19.2%	$49,854,355	8
Financial Services	10.3%	$26,890,948	27
Consumer Cyclical	8.3%	$21,659,644	14
Industrials	7.5%	$19,554,369	24
Communication Services	6.0%	$15,629,753	10
Healthcare	5.1%	$13,251,519	12
Energy	3.9%	$10,275,894	10
Consumer Defensive	3.6%	$9,393,252	11
Utilities	1.8%	$4,561,198	7
Basic Materials	1.1%	$2,755,835	9
Real Estate	0.9%	$2,227,987	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+34,449	52,869	$734,879
RITM	Rithm Capital Corp.	+16,200	138,000	$1,295,820
GLD	Spdr Gold Trust	+13,679	27,556	$10,151,079
SPY	Spdr S&P 500 ETF Trust	+13,111	25,200	$18,818,604
PDI	PIMCO Dynamic Income Fund	+10,638	48,879	$816,279
SSRM	Ssr Mining Inc.	+8,028	20,406	$577,081
ACV	Virtus Diversified Income & Convertible Fund	+7,558	41,950	$1,188,863
DSL	DoubleLine Income Solutions Fund	+6,116	24,696	$273,137
JFR	Nuveen Floating Rate Income Fund	+5,605	57,298	$439,475
DBL	DoubleLine Opportunistic Credit Fund	+5,500	16,600	$238,708
IBIT	iShares Bitcoin Trust ETF	+5,250	25,780	$858,216
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+4,790	10,230	$4,885,541
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	+4,568	37,429	$697,676
NVDA	Nvidia Corp	+3,799	63,153	$12,636,283
MRK	Merck & Co., Inc.	+3,797	14,093	$1,810,950
SO	Southern Co	+3,107	6,176	$591,104
PLTR	Palantir Technologies Inc.	+2,948	43,627	$5,089,962
PSIX	Power Solutions International, Inc.	+2,873	20,681	$804,284
SHOP	Shopify Inc.	+2,554	6,827	$779,506
SMCI	Super Micro Computer, Inc.	+2,100	11,977	$351,285
TSLA	Tesla, Inc.	+2,011	13,237	$5,567,482
THQ	abrdn Healthcare Opportunities Fund	+1,636	20,336	$380,893
SYK	Stryker Corp	+1,458	2,915	$917,758
IAU	Ishares Gold Trust	+964	8,576	$647,573
TTMI	Ttm Technologies Inc	+939	3,284	$614,173
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	−74,533	50,475	$656,679
BXMT	Blackstone Mortgage Trust, Inc.	−25,620	25,828	$437,784
CCD	Calamos Dynamic Convertible & Income Fund	−23,147	23,119	$595,776
KO	Coca Cola Co	−21,476	21,156	$1,719,348
T	At&T Inc.	−15,806	15,360	$317,952
ASTS	AST SpaceMobile, Inc.	−13,273	3,497	$310,743
CVX	Chevron Corp	−11,908	8,628	$1,430,177
CSCO	Cisco Systems, Inc.	−10,957	17,239	$2,024,892
CDE	Coeur Mining, Inc.	−9,674	12,972	$211,703
AVGO	Broadcom Inc.	−9,614	9,660	$3,649,065
C	Citigroup Inc	−9,045	17,679	$2,474,352
CAT	Caterpillar Inc	−3,723	3,285	$3,498,196
UUUU	Energy Fuels Inc	−3,608	24,084	$349,218
RKLB	Rocket Lab Corp	−3,314	4,310	$438,111
TJX	Tjx Companies Inc /De/	−3,011	4,130	$625,695
WMT	Walmart Inc.	−2,840	21,035	$2,382,424
CL	Colgate Palmolive Co	−2,598	2,614	$239,651
INTC	Intel Corp	−2,581	6,802	$949,763
CB	Chubb Ltd	−2,436	2,370	$807,553
CME	Cme Group Inc.	−2,350	2,624	$579,457
AAPL	Apple Inc.	−1,662	76,949	$22,265,962
COIN	Coinbase Global, Inc.	−1,649	2,209	$322,933
AMAT	Applied Materials Inc /De	−1,529	324	$234,252
CLS	Celestica Inc	−1,503	1,207	$440,313
EAT	Brinker International, Inc	−1,498	1,646	$276,528
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	820	$1,864,458
ASML	Asml Holding NV	690	$1,372,713
MWH	SOLV Energy, Inc.	21,700	$738,885
AAMI	Acadian Asset Management Inc.	9,801	$700,967
NBIS	Nebius Group N.V.	2,010	$555,101
CSX	Csx Corp	11,455	$544,456
D	Dominion Energy, Inc	7,961	$543,656
BUD	Anheuser-Busch InBev SA/NV	6,505	$536,012
CNC	Centene Corp	8,334	$534,959
DLR	Digital Realty Trust, Inc.	2,753	$494,383
CRDO	Credo Technology Group Holding Ltd	1,758	$478,088
DOW	Dow Inc.	17,376	$475,407
E	Eni Spa	9,400	$440,484
GM	General Motors Co	5,313	$409,526
PHM	Pultegroup Inc/Mi/	2,789	$382,678
ORCL	Oracle Corp	2,203	$322,849
CYD	China Yuchai International Ltd	6,642	$314,897
NUE	Nucor Corp	1,396	$310,959
MXL	Maxlinear, Inc	2,227	$285,122
DY	Dycom Industries Inc	504	$254,817
SBUX	Starbucks Corp	2,471	$252,511
MA	Mastercard Inc	430	$220,848
BNS	Bank Of Nova Scotia	2,464	$213,973
NEM	NEWMONT Corp /DE/	2,203	$205,760
CSTM	Constellium SE	6,416	$204,477
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
LITE	Lumentum Holdings Inc.	1,421	$998,621
CVNA	Carvana Co.	2,362	$742,565
PHYS	Sprott Physical Gold Trust	20,659	$732,154
SU	Suncor Energy Inc	10,229	$676,239
HL	Hecla Mining Co/De/	34,636	$645,268
ALB	Albemarle Corp	3,509	$629,970
AHR	American Healthcare REIT, Inc.	12,118	$571,484
WELL	Welltower Inc.	2,751	$543,900
LAUR	Laureate Education, Inc.	15,505	$540,194
XEL	Xcel Energy Inc	6,561	$521,205
CVS	CVS HEALTH Corp	6,932	$497,856
PSLV	Sprott Physical Silver Trust	19,203	$468,361
GH	Guardant Health, Inc.	4,467	$412,616
CCL	Carnival Corp Ltd.	15,786	$408,541
ABNB	Airbnb, Inc.	3,158	$398,792
EL	Estee Lauder Companies Inc	5,414	$388,562
FCX	Freeport-Mcmoran Inc	6,390	$375,604
ADSK	Autodesk, Inc.	1,218	$291,589
CDNS	Cadence Design Systems Inc	1,022	$283,983
CLH	Clean Harbors Inc	962	$275,834
BLDR	Builders FirstSource, Inc.	3,308	$272,347
ADP	Automatic Data Processing Inc	1,334	$271,042
CARR	CARRIER GLOBAL Corp	4,674	$263,192
FLNC	Fluence Energy, Inc.	18,992	$261,329
BLK	BlackRock, Inc.	268	$257,738
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

168 tracked positions · $260,197,409 total · as of Jun 30, 2026

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

Showing 1–50 of 168 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	76,949	-1,662	$22,265,962	+11.6%	8.56%
SPY	Spdr S&P 500 ETF Trust	Added	25,200	+13,111	$18,818,604	+139.4%	7.23%
QQQ	Invesco Qqq Trust, Series 1	Added	24,368	+470	$17,944,595	+30.1%	6.90%
NVDA	Nvidia Corp Technology	Added	63,153	+3,799	$12,636,283	+22.1%	4.86%
MSFT	Microsoft Corp Technology	Added	31,025	+20	$11,572,945	+0.8%	4.45%
GLD	Spdr Gold Trust	Added	27,556	+13,679	$10,151,079	+70.0%	3.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,694	+692	$8,745,647	+16.6%	3.36%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,089	-84	$7,179,205	+23.8%	2.76%
TSLA	Tesla, Inc. Consumer Cyclical	Added	13,237	+2,011	$5,567,482	+33.4%	2.14%
META	Meta Platforms, Inc. Communication Services	Added	9,808	+716	$5,524,748	+6.2%	2.12%
PLTR	Palantir Technologies Inc. Technology	Added	43,627	+2,948	$5,089,962	−14.5%	1.96%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	10,230	+4,790	$4,885,541	+165.7%	1.88%
AVGO	Broadcom Inc. Technology	Reduced	9,660	-9,614	$3,649,065	−38.8%	1.40%
CAT	Caterpillar Inc Industrials	Reduced	3,285	-3,723	$3,498,196	−29.5%	1.34%
XOM	ExxonMobil Holdings Corp Energy	Reduced	25,108	-519	$3,432,765	−21.0%	1.32%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	59,384	-480	$3,383,700	+15.9%	1.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,738	+645	$3,371,627	+15.5%	1.30%
AMD	Advanced Micro Devices Inc Technology	Added	5,803	+678	$3,371,020	+223.3%	1.30%
TPL	Texas Pacific Land Corp Energy	Added	6,964	+119	$3,047,724	−6.2%	1.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,987	-129	$2,941,714	+9.7%	1.13%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,487	-524	$2,515,277	−1.3%	0.97%
C	Citigroup Inc Financial Services	Reduced	17,679	-9,045	$2,474,352	−18.4%	0.95%
LRCX	Lam Research Corp Technology	Added	5,576	+29	$2,416,248	+103.9%	0.93%
WMT	Walmart Inc. Consumer Defensive	Reduced	21,035	-2,840	$2,382,424	−19.7%	0.92%
LLY	ELI LILLY & Co Healthcare	Added	1,971	+87	$2,364,076	+36.4%	0.91%
CSCO	Cisco Systems, Inc. Technology	Reduced	17,239	-10,957	$2,024,892	−7.4%	0.78%
ABBV	AbbVie Inc. Healthcare	Added	7,975	+96	$2,006,829	+17.1%	0.77%
SNDK	Sandisk Corp Technology	NEW	820	NEW	$1,864,458	NEW	0.72%
ETN	Eaton Corp plc Industrials	Reduced	4,357	-115	$1,856,604	+16.1%	0.71%
MRK	Merck & Co., Inc. Healthcare	Added	14,093	+3,797	$1,810,950	+46.2%	0.70%
KO	Coca Cola Co Consumer Defensive	Reduced	21,156	-21,476	$1,719,348	−47.0%	0.66%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	5,926	-180	$1,601,857	−15.6%	0.62%
JNJ	Johnson & Johnson Healthcare	Reduced	5,977	-509	$1,517,978	−4.3%	0.58%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,066	+54	$1,433,996	+8.7%	0.55%
CVX	Chevron Corp Energy	Reduced	8,628	-11,908	$1,430,177	−66.3%	0.55%
ASML	Asml Holding NV Technology	NEW	690	NEW	$1,372,713	NEW	0.53%
V	Visa Inc. Financial Services	Added	3,906	+95	$1,340,109	+16.3%	0.52%
IBM	International Business Machines Corp Technology	Reduced	4,693	-73	$1,319,718	+14.2%	0.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,928	+114	$1,309,201	+2.8%	0.50%
MU	Micron Technology Inc Technology	Reduced	1,134	-281	$1,308,964	+173.8%	0.50%
RITM	Rithm Capital Corp. Real Estate	Added	138,000	+16,200	$1,295,820	+12.2%	0.50%
VOYG	Voyager Technologies, Inc./TX Industrials	Added	38,433	+400	$1,239,464	+39.3%	0.48%
ACV	Virtus Diversified Income & Convertible Fund Financial Services	Added	41,950	+7,558	$1,188,863	+42.3%	0.46%
UNH	Unitedhealth Group Inc Healthcare	Added	2,677	+172	$1,112,641	+64.1%	0.43%
MRVL	Marvell Technology, Inc. Technology	Reduced	3,527	-392	$1,050,658	+170.7%	0.40%
VRT	Vertiv Holdings Co Industrials	Added	2,860	+18	$957,585	+34.5%	0.37%
FIX	Comfort Systems USA Inc Industrials	Held	481	0	$953,317	+43.7%	0.37%
INTC	Intel Corp Technology	Reduced	6,802	-2,581	$949,763	+129.4%	0.37%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,011	+56	$945,760	−0.6%	0.36%
GE	General Electric Co Industrials	Added	2,510	+64	$938,062	+35.1%	0.36%

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.