PROFESSIONAL ADVISORY SERVICES INC
Filing Date
Global Rank
#2,059
/ 8,232
▲ 101
Top Industry
Semiconductors
7.4%
3Y Alpha vs SPY
-11.9%
Period ended 2 months ago
Filed Apr 15, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+29.2%
SPY
+76.3%
Annualised alpha
-11.9%
Max drawdown
−14.4%
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
65 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.5%
−0.6 pts
Top 5
24.6%
−0.6 pts
Top 10
43.8%
−0.7 pts
HHI
352
Diversified−4
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.6% | $162,265,924 |
| Financial Services | 22.1% | $135,144,152 |
| Healthcare | 13.1% | $80,117,947 |
| Consumer Cyclical | 13.0% | $79,601,618 |
| Industrials | 12.6% | $76,875,783 |
| Consumer Defensive | 7.5% | $46,040,488 |
| Communication Services | 4.3% | $26,144,538 |
| Energy | 0.4% | $2,513,637 |
| Unclassified | 0.3% | $1,742,220 |
| Utilities | 0.1% | $531,645 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TMUS | T-Mobile US, Inc. | +23,418 | 51,748 | $10,868,632 | |
| AJG | Arthur J. Gallagher & Co. | +18,633 | 97,081 | $21,025,802 | |
| ADBE | Adobe Inc. | +15,053 | 63,409 | $15,413,459 | |
| SPGI | S&P Global Inc. | +14,783 | 50,500 | $21,479,670 | |
| AMD | Advanced Micro Devices Inc | +13,374 | 110,372 | $22,452,975 | |
| MSFT | Microsoft Corp | +11,778 | 91,505 | $33,872,405 | |
| ACN | Accenture plc | +11,250 | 83,227 | $16,503,081 | |
| USB | US Bancorp De | +11,074 | 419,495 | $21,817,934 | |
| J | Jacobs Solutions Inc. | +10,901 | 188,387 | $23,977,897 | |
| AMZN | Amazon Com Inc | +9,191 | 153,674 | $32,005,683 | |
| TMO | Thermo Fisher Scientific Inc. | +7,995 | 59,015 | $29,007,642 | |
| V | Visa Inc. | +5,298 | 68,412 | $20,676,842 | |
| SYK | Stryker Corp | +3,991 | 63,654 | $20,916,067 | |
| BRK-B | Berkshire Hathaway Inc | +3,729 | 61,581 | $29,509,615 | |
| ELV | Elevance Health, Inc. | +2,901 | 76,888 | $22,508,962 | |
| BKNG | Booking Holdings Inc. | +1,429 | 5,705 | $24,019,874 | |
| AAPL | Apple Inc. | +946 | 95,223 | $24,166,645 | |
| NVDA | Nvidia Corp | +235 | 8,695 | $1,516,408 | |
| WMT | Walmart Inc. | +100 | 2,950 | $366,626 | |
| XOM | Exxon Mobil Corp | +65 | 7,658 | $1,299,256 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −120,544 | 413,206 | $11,978,841 | |
| FBIN | Fortune Brands Innovations, Inc. | −38,331 | 305,208 | $11,893,955 | |
| SYY | Sysco Corp | −30,295 | 251,274 | $17,923,374 | |
| PEP | Pepsico Inc | −27,802 | 166,414 | $25,842,430 | |
| LRCX | Lam Research Corp | −18,254 | 49,070 | $10,484,296 | |
| TFC | Truist Financial Corp | −15,774 | 412,787 | $18,975,818 | |
| TJX | Tjx Companies Inc /De/ | −14,057 | 138,826 | $22,170,512 | |
| AMAT | Applied Materials Inc /De | −10,809 | 19,891 | $6,798,544 | |
| CARR | CARRIER GLOBAL Corp | −8,357 | 307,924 | $17,339,200 | |
| GD | General Dynamics Corp | −2,633 | 64,466 | $22,126,020 | |
| ASML | Asml Holding NV | −2,096 | 5,603 | $7,400,610 | |
| ADI | Analog Devices Inc | −1,040 | 66,623 | $21,195,441 | |
| IAU | Ishares Gold Trust | −763 | 6,410 | $565,105 | |
| SPY | Spdr S&P 500 ETF Trust | −79 | 1,810 | $1,177,115 | |
| JNJ | Johnson & Johnson | −61 | 18,261 | $4,463,718 | |
| GOOGL | Alphabet Inc. | −16 | 10,125 | $2,911,545 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEEV | Veeva Systems Inc | 900 | $200,907 | |
| No positions match the current search. | ||||
14 positions ·
$162,265,924 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 91,505 | $33,872,405 | 20.87% | |
| AAPL |
Apple Inc.
Technology
|
Added | 95,223 | $24,166,645 | 14.89% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 110,372 | $22,452,975 | 13.84% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 66,623 | $21,195,441 | 13.06% | |
| ACN |
Accenture plc
Technology
|
Added | 83,227 | $16,503,081 | 10.17% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 63,409 | $15,413,459 | 9.50% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 49,070 | $10,484,296 | 6.46% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 5,603 | $7,400,610 | 4.56% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 19,891 | $6,798,544 | 4.19% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 8,695 | $1,516,408 | 0.93% | |
| ORCL |
Oracle Corp
Technology
|
Held | 5,804 | $853,826 | 0.53% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 2,933 | $710,929 | 0.44% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 7,528 | $584,097 | 0.36% | |
| PAYX |
Paychex Inc
Technology
|
Held | 3,400 | $313,208 | 0.19% |