AMERICAN FINANCIAL & TAX STRATEGIES INC

CIK

911927

Location

NEW YORK, NY

Portfolio Value

Micro $12,719,391

Diversification

Diversified

Filing Date

Global Rank

#8,018 / 8,617 ▲ 88 · as of Mar 2026

Top Industry

Tobacco 20.8%

3Y Alpha vs SPY

+7.6%

Period ended 4 months ago

Filed May 6, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+79.8%

SPY

+53.2%

Annualised alpha

+8.2%

Max drawdown

−11.4%

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

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

Top Position

15.4%

+3.3 pts

Top 5

56.9%

+4.2 pts

Top 10

86.9%

+3.0 pts

HHI

904

Diversified+89

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	25.9%	$3,290,217	4
Technology	24.5%	$3,121,948	4
Energy	15.4%	$1,960,930	1
Consumer Cyclical	12.1%	$1,542,990	2
Unclassified	11.3%	$1,440,686	1
Basic Materials	5.8%	$731,942	1
Communication Services	2.9%	$369,514	1
Financial Services	2.1%	$261,164	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
BAR	GraniteShares Gold Trust	−1,447	31,231	$1,440,686
CSCO	Cisco Systems, Inc.	−840	19,140	$1,485,072
MSFT	Microsoft Corp	−4	968	$358,324
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GS	Goldman Sachs Group Inc	277	$243,483
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $12,719,391 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	ExxonMobil Holdings Corp Energy	Held	11,558	0	$1,960,930	+41.0%	15.42%
CSCO	Cisco Systems, Inc. Technology	Reduced	19,140	-840	$1,485,072	−3.5%	11.68%
BAR	GraniteShares Gold Trust	Reduced	31,231	-1,447	$1,440,686	+3.8%	11.33%
PM	Philip Morris International Inc. Consumer Defensive	Held	7,647	0	$1,264,354	+3.1%	9.94%
MO	Altria Group, Inc. Consumer Defensive	Held	16,447	0	$1,085,337	+14.4%	8.53%
AAPL	Apple Inc. Technology	Held	4,150	0	$1,053,228	−6.6%	8.28%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,517	0	$940,755	−9.8%	7.40%
VMC	Vulcan Materials CO Basic Materials	Held	2,688	0	$731,942	−4.5%	5.75%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,620	0	$602,235	−17.3%	4.73%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	8,579	0	$494,493	+7.1%	3.89%
KO	Coca Cola Co Consumer Defensive	Held	5,865	0	$446,033	+8.8%	3.51%
GOOGL	Alphabet Inc. Communication Services	Held	1,285	0	$369,514	−8.1%	2.91%
MSFT	Microsoft Corp Technology	Reduced	968	-4	$358,324	−23.8%	2.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	545	0	$261,164	−4.7%	2.05%
NVDA	Nvidia Corp Technology	Held	1,292	0	$225,324	−6.5%	1.77%