WORLD EQUITY GROUP, INC.

CIK

878770

Location

SCHAUMBURG, IL

Portfolio Value

Micro $3,995,050

Diversification

Diversified

Filing Date

Global Rank

#3,548 / 8,232 ▲ 382

Top Industry

Semiconductors 10.2%

3Y Alpha vs SPY

+0.3%

Period ended 2 months ago

Filed May 6, 2026 · 39d

17 quarters · since Mar 2022

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

+77.6%

SPY

+76.3%

Annualised alpha

+0.3%

Max drawdown

−19.0%

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

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

Top Position

8.5%

−1.6 pts

Top 5

27.1%

−5.4 pts

Top 10

40.4%

−8.0 pts

HHI

246

Diversified−77

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$71,573,399	32
Unclassified	12.9%	$30,298,474	8
Financial Services	12.4%	$29,020,600	27
Consumer Cyclical	8.8%	$20,506,348	15
Industrials	8.3%	$19,524,876	28
Energy	6.3%	$14,689,700	10
Communication Services	6.2%	$14,495,829	10
Consumer Defensive	5.1%	$11,991,555	12
Healthcare	4.9%	$11,401,484	13
Utilities	1.7%	$3,995,050	8
Basic Materials	1.4%	$3,283,634	8
Real Estate	1.4%	$3,255,277	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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./DE	+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
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
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
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
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $3,995,050 total · Utilities 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
EXC	Exelon Corp Utilities	Added	18,401	+1	$902,017	+12.5%	22.58%
NEE	Nextera Energy Inc Utilities	Added	8,962	+1,037	$832,390	+30.8%	20.84%
TLN	Talen Energy Corp Utilities	Added	2,213	+727	$706,455	+26.8%	17.68%
XEL	Xcel Energy Inc Utilities	Added	6,561	+1,753	$521,205	+46.8%	13.05%
SO	Southern Co Utilities	Reduced	3,069	-465	$296,219	−3.9%	7.41%
FLNC	Fluence Energy, Inc. Utilities	NEW	18,992	NEW	$261,329	NEW	6.54%
DUK	Duke Energy CORP Utilities	Reduced	1,976	-335	$258,737	−4.5%	6.48%
CEG	Constellation Energy Corp Utilities	Added	776	+20	$216,698	−18.9%	5.42%