WORLD EQUITY GROUP, INC.
Filing Date
Global Rank
#3,906
/ 8,603
▲ 283
· as of Mar 2026
Top Industry
Semiconductors
10.5%
3Y Alpha vs SPY
-0.2%
Period ended 3 months ago
Filed May 6, 2026 · 2mo
17 quarters · since Mar 2022
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
+73.5%
SPY
+76.0%
Annualised alpha
-0.6%
Max drawdown
−19.1%
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
174 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.7%
−1.6 pts
Top 5
27.8%
−5.4 pts
Top 10
41.4%
−7.9 pts
HHI
254
Diversified−78
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.0% | $70,838,745 |
| Unclassified | 13.3% | $30,298,474 |
| Financial Services | 12.7% | $29,020,600 |
| Consumer Cyclical | 8.7% | $19,912,296 |
| Industrials | 8.6% | $19,524,876 |
| Communication Services | 6.3% | $14,495,829 |
| Consumer Defensive | 5.3% | $11,991,555 |
| Healthcare | 5.0% | $11,401,484 |
| Energy | 4.5% | $10,341,824 |
| Utilities | 1.7% | $3,995,050 |
| Basic Materials | 1.4% | $3,283,634 |
| Real Estate | 1.4% | $3,255,277 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BPRE | Bluerock Private Real Estate Fund | +74,608 | 125,008 | $2,076,382 | |
| BXMT | Blackstone Mortgage Trust, Inc. | +25,828 | 51,448 | $985,229 | |
| CCD | Calamos Dynamic Convertible & Income Fund | +23,882 | 46,266 | $987,779 | |
| VOYG | Voyager Technologies, Inc./TX | +21,834 | 38,033 | $889,591 | |
| KO | Coca Cola Co | +21,210 | 42,632 | $3,242,163 | |
| T | At&T Inc. | +16,347 | 31,166 | $903,502 | |
| CSCO | Cisco Systems, Inc. | +14,281 | 28,196 | $2,187,727 | |
| ASTS | AST SpaceMobile, Inc. | +13,593 | 16,770 | $1,389,729 | |
| C | Citigroup Inc | +12,126 | 26,724 | $3,030,768 | |
| ET | Energy Transfer LP | +12,042 | 22,622 | $436,604 | |
| AVGO | Broadcom Inc. | +9,878 | 19,274 | $5,965,495 | |
| CVX | Chevron Corp | +9,618 | 20,536 | $4,248,898 | |
| PDI | PIMCO Dynamic Income Fund | +7,934 | 38,241 | $654,303 | |
| NVG | Nuveen AMT-Free Municipal Credit Income Fund | +5,750 | 23,450 | $289,138 | |
| ACV | Virtus Diversified Income & Convertible Fund | +4,525 | 34,392 | $835,725 | |
| CME | Cme Group Inc. | +4,063 | 4,974 | $1,469,070 | |
| CAT | Caterpillar Inc | +3,389 | 7,008 | $4,964,887 | |
| AAAU | Goldman Sachs Physical Gold ETF | +3,292 | 8,577 | $396,171 | |
| CB | Chubb Ltd | +3,214 | 4,806 | $1,566,419 | |
| SSRM | Ssr Mining Inc. | +2,830 | 12,378 | $363,913 | |
| NVDA | Nvidia Corp | +2,821 | 59,354 | $10,351,337 | |
| JFR | Nuveen Floating Rate Income Fund | +2,740 | 51,693 | $388,731 | |
| MCN | XAI Madison Equity Premium Income Fund | +2,698 | 113,928 | $664,200 | |
| IBIT | iShares Bitcoin Trust ETF | +2,581 | 20,530 | $788,762 | |
| WM | Waste Management Inc | +2,534 | 3,673 | $844,018 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | −13,784 | 59,864 | $2,918,370 | |
| FTHY | First Trust High Yield Opportunities 2027 Term Fund | −6,615 | 32,342 | $437,587 | |
| RITM | Rithm Capital Corp. | −6,000 | 121,800 | $1,154,664 | |
| GLD | Spdr Gold Trust | −4,266 | 13,877 | $5,971,134 | |
| NFLX | Netflix Inc | −3,922 | 7,628 | $733,432 | |
| WMT | Walmart Inc. | −3,421 | 23,875 | $2,967,185 | |
| JCI | Johnson Controls International plc | −2,799 | 3,813 | $499,312 | |
| PSLV | Sprott Physical Silver Trust | −2,734 | 19,203 | $468,361 | |
| IAU | Ishares Gold Trust | −2,606 | 7,612 | $671,073 | |
| LVS | Las Vegas Sands Corp | −2,431 | 3,954 | $213,041 | |
| ABNB | Airbnb, Inc. | −2,221 | 3,158 | $398,792 | |
| ADP | Automatic Data Processing Inc | −2,162 | 1,334 | $271,042 | |
| TPL | Texas Pacific Land Corp | −1,636 | 6,845 | $3,248,363 | |
| AAPL | Apple Inc. | −1,448 | 78,611 | $19,950,685 | |
| MU | Micron Technology Inc | −1,445 | 1,415 | $478,043 | |
| MO | Altria Group, Inc. | −1,231 | 5,546 | $365,980 | |
| LRCX | Lam Research Corp | −1,173 | 5,547 | $1,185,172 | |
| VZ | Verizon Communications Inc | −676 | 12,788 | $641,957 | |
| ABT | Abbott Laboratories | −565 | 7,061 | $724,952 | |
| WWD | Woodward, Inc. | −520 | 1,279 | $457,779 | |
| SO | Southern Co | −465 | 3,069 | $296,219 | |
| TXN | Texas Instruments Inc | −408 | 1,409 | $273,543 | |
| DUK | Duke Energy CORP | −335 | 1,976 | $258,737 | |
| DIS | Walt Disney Co | −299 | 2,584 | $249,045 | |
| BIDU | Baidu, Inc. | −266 | 2,032 | $226,405 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LITE | Lumentum Holdings Inc. | 1,421 | $998,621 | |
| PHYS | Sprott Physical Gold Trust | 20,659 | $732,154 | |
| SU | Suncor Energy Inc | 10,229 | $676,239 | |
| ALB | Albemarle Corp | 3,509 | $629,970 | |
| LAUR | Laureate Education, Inc. | 15,505 | $540,194 | |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 32,861 | $528,076 | |
| UUUU | Energy Fuels Inc | 27,692 | $505,379 | |
| RKLB | Rocket Lab Corp | 7,624 | $489,613 | |
| EAT | Brinker International, Inc | 3,144 | $448,868 | |
| CL | Colgate Palmolive Co | 5,212 | $444,218 | |
| CDE | Coeur Mining, Inc. | 22,646 | $425,065 | |
| CCL | Carnival Corp Ltd. | 15,786 | $408,541 | |
| FCX | Freeport-Mcmoran Inc | 6,390 | $375,604 | |
| SLB | Slb Limited/Nv | 6,149 | $315,997 | |
| STRL | Sterling Infrastructure, Inc. | 723 | $294,456 | |
| ADSK | Autodesk, Inc. | 1,218 | $291,589 | |
| CDNS | Cadence Design Systems Inc | 1,022 | $283,983 | |
| GLW | Corning Inc /Ny | 2,057 | $279,690 | |
| CLH | Clean Harbors Inc | 962 | $275,834 | |
| BLDR | Builders FirstSource, Inc. | 3,308 | $272,347 | |
| FITB | Fifth Third Bancorp | 5,666 | $263,242 | |
| CARR | CARRIER GLOBAL Corp | 4,674 | $263,192 | |
| FLNC | Fluence Energy, Inc. | 18,992 | $261,329 | |
| TIGO | Millicom International Cellular SA | 3,462 | $259,442 | |
| BLK | BlackRock, Inc. | 268 | $257,738 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AJG | Arthur J. Gallagher & Co. | 3,403 | $880,662 | |
| NEM | NEWMONT Corp /DE/ | 6,015 | $600,597 | |
| GM | General Motors Co | 6,175 | $502,151 | |
| BXMX | Nuveen S&P 500 BuyWrite Income Fund | 33,534 | $492,949 | |
| VLO | Valero Energy Corp/Tx | 2,654 | $432,044 | |
| LEU | Centrus Energy Corp | 1,663 | $403,709 | |
| AXP | American Express Co | 1,088 | $402,505 | |
| ULS | UL Solutions Inc. | 4,576 | $360,863 | |
| OKLO | Oklo Inc. | 5,004 | $359,087 | |
| CIFR | Cipher Digital Inc. | 20,814 | $307,214 | |
| ORCL | Oracle Corp | 1,553 | $302,695 | |
| TMO | Thermo Fisher Scientific Inc. | 423 | $245,107 | |
| PINS | Pinterest, Inc. | 8,442 | $218,563 | |
| SBUX | Starbucks Corp | 2,567 | $216,167 | |
| MA | Mastercard Inc | 372 | $212,367 | |
| No positions match the current search. | ||||
174 positions ·
$228,359,644 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 174 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 78,611 | $19,950,685 | 8.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 23,898 | $13,793,447 | 6.04% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 31,005 | $11,477,120 | 5.03% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 59,354 | $10,351,337 | 4.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 12,089 | $7,861,960 | 3.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 36,002 | $7,498,136 | 3.28% | |
| GLD |
Spdr Gold Trust
|
Reduced | 13,877 | $5,971,134 | 2.61% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 19,274 | $5,965,495 | 2.61% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 40,679 | $5,950,524 | 2.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 20,173 | $5,800,947 | 2.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 9,092 | $5,201,805 | 2.28% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 7,008 | $4,964,887 | 2.17% | |
| CVX |
Chevron Corp
Energy
|
Added | 20,536 | $4,248,898 | 1.86% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 11,226 | $4,173,265 | 1.83% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Reduced | 6,845 | $3,248,363 | 1.42% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 42,632 | $3,242,163 | 1.42% | |
| C |
Citigroup Inc
Financial Services
|
Added | 26,724 | $3,030,768 | 1.33% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 23,875 | $2,967,185 | 1.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 6,093 | $2,919,765 | 1.28% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 59,864 | $2,918,370 | 1.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 9,116 | $2,681,562 | 1.17% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 3,011 | $2,547,275 | 1.12% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 28,196 | $2,187,727 | 0.96% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
Added | 125,008 | $2,076,382 | 0.91% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 6,106 | $1,897,683 | 0.83% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 5,440 | $1,838,448 | 0.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,884 | $1,732,846 | 0.76% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 7,879 | $1,713,603 | 0.75% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 4,472 | $1,599,500 | 0.70% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,486 | $1,585,437 | 0.69% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 4,806 | $1,566,419 | 0.69% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 4,974 | $1,469,070 | 0.64% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
Added | 16,770 | $1,389,729 | 0.61% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 4,012 | $1,319,506 | 0.58% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 8,814 | $1,273,094 | 0.56% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 10,296 | $1,238,505 | 0.54% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 5,547 | $1,185,172 | 0.52% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,766 | $1,155,230 | 0.51% | |
| RITM |
Rithm Capital Corp.
Real Estate
|
Reduced | 121,800 | $1,154,664 | 0.51% | |
| V |
Visa Inc.
Financial Services
|
Added | 3,811 | $1,151,836 | 0.50% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 7,141 | $1,140,417 | 0.50% | |
| PSIX |
Power Solutions International, Inc.
Industrials
|
Added | 17,808 | $1,084,151 | 0.47% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Added | 1,482 | $1,078,688 | 0.47% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 5,125 | $1,042,578 | 0.46% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 1,421 | $998,621 | 0.44% | |
| CCD |
Calamos Dynamic Convertible & Income Fund
Financial Services
|
Added | 46,266 | $987,779 | 0.43% | |
| BXMT |
Blackstone Mortgage Trust, Inc.
Real Estate
|
Added | 51,448 | $985,229 | 0.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 955 | $951,590 | 0.42% | |
| T |
At&T Inc.
Communication Services
|
Added | 31,166 | $903,502 | 0.40% | |
| EXC |
Exelon Corp
Utilities
|
Added | 18,401 | $902,017 | 0.39% |