Presper Financial Architects, LLC
CIK 2066674 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $191.7M
- Posisi
- 55
- Per tanggal
- 30 Juni 2026
#6.595 dari 9.443 berdasarkan nilai 13F · top 69.8%
Nilai portofolio QoQ: +13.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 87,73%
- Bobot 25 kepemilikan teratas
- 95,47%
- Posisi di atas 1%
- 11
- Jumlah posisi efektif
- 10,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,08% Perkiraan pembelian $11.211.622 · penjualan $3.749.138
Kepemilikan median: 5,0 kuartal Dilacak Q2 2025–Q2 2026 · 82,1% masih dipegang
- Posisi baru
- 8
- Meningkat
- 18
- Menurun
- 19
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
3,4%
Financials
0,9%
Energy
0,4%
Communication Services
0,4%
Utilities
0,4%
Consumer products
0,3%
Healthcare
0,3%
Consumer Staples
0,3%
Retail
0,3%
Telecommunication
0,2%
Industrials
0,2%
Financial Services
0,1%
Consumer Discretionary
0,1%
Lainnya/Tidak terpetakan
92,8%
Portofolio lengkap 55 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| XLK XLK | $31.702.793 | 16,54% | 166.401 | $8.986.319 | Turun ×1 | ||
| FBND | $28.168.770 | 14,70% | 619.230 | $113.522 | Naik ×3 | ||
| MAGS | $21.872.352 | 11,41% | 340.161 | $2.159.600 | Turun ×1 | ||
| CGMM | $21.165.421 | 11,04% | 641.960 | $2.325.021 | Naik ×1 | ||
| CGNG | $17.752.182 | 9,26% | 473.897 | $2.797.631 | Naik ×1 | ||
| EFA | $14.579.646 | 7,61% | 140.351 | $1.167.071 | Naik ×1 | ||
| FSMD | $13.026.969 | 6,80% | 246.489 | $1.987.211 | Turun ×1 | ||
| IWF | $11.426.958 | 5,96% | 92.027 | $1.713.213 | Naik ×3 | ||
| IJR | $5.718.380 | 2,98% | 38.557 | $950.019 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $2.736.756 | 1,43% | 9.458 | $244.050 | Turun ×1 | ||
| VOO | $2.209.468 | 1,15% | 3.217 | $107.885 | Turun ×2 | ||
| VIOO | $1.888.433 | 0,99% | 13.730 | $311.810 | |||
| IJH | $1.547.801 | 0,81% | 20.073 | $177.882 | Turun ×2 | ||
| IBM International Business Machines Corporation Common Stock | $1.452.816 | 0,76% | 5.166 | $198.205 | Turun ×1 | ||
| QUS | $1.255.131 | 0,65% | 6.717 | $-230.242 | Turun ×2 | ||
| HBAN Huntington Bancshares Incorporated - Common Stock | $858.231 | 0,45% | 48.406 | $100.684 | |||
| BIL | $828.547 | 0,43% | 9.041 | $23.720 | Naik ×3 | ||
| BRKA | $748.850 | 0,39% | 1 | $30.710 | |||
| XOM Exxon Mobil Corporation Common Stock | $696.232 | 0,36% | 5.092 | $-169.214 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $635.485 | 0,33% | 1.704 | $-226.041 | Turun ×1 | ||
| SPYM | $628.166 | 0,33% | 7.148 | $81.058 | |||
| PG Procter & Gamble Company (The) Common Stock | $619.508 | 0,32% | 4.225 | $23.144 | Naik ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $507.689 | 0,26% | 1.551 | $22.031 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $495.557 | 0,26% | 1.951 | $21.528 | Naik ×4 | ||
| BRKB | $462.360 | 0,24% | 924 | $35.393 | Naik ×1 | ||
| IVV | $453.581 | 0,24% | 606 | $56.874 | Turun ×1 | ||
| AGG | $453.130 | 0,24% | 4.578 | $-991.249 | Turun ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $421.544 | 0,22% | 572 | $87.681 | Turun ×1 | ||
| CGGO | $383.679 | 0,20% | 9.064 | $54.451 | Turun ×4 | ||
| T AT&T Inc. | $382.094 | 0,20% | 18.459 | $-183.560 | Turun ×1 | ||
| TCAF | $376.723 | 0,20% | 9.166 | $29.863 | Turun ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $347.441 | 0,18% | 301 | Naik ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $342.560 | 0,18% | 4.215 | $25.121 | Naik ×4 | ||
| INTC Intel Corporation - Common Stock | $339.678 | 0,18% | 2.433 | Naik ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $323.420 | 0,17% | 905 | $72.668 | Naik ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $303.097 | 0,16% | 324 | $-9.787 | Naik ×4 | ||
| XAR | $301.385 | 0,16% | 1.062 | $31.658 | |||
| FE FirstEnergy Corp. Common Stock | $283.671 | 0,15% | 5.967 | $-18.617 | |||
| PGR Progressive Corporation (The) Common Stock | $269.786 | 0,14% | 1.235 | $25.554 | Naik ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $265.720 | 0,14% | 1.328 | $48.592 | Naik ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $260.156 | 0,14% | 1.921 | $-38.216 | |||
| V Visa Inc. | $253.287 | 0,13% | 738 | $-24.246 | Turun ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $249.435 | 0,13% | 345 | Naik ×1 | |||
| ED Consolidated Edison, Inc. Common Stock | $238.076 | 0,12% | 2.152 | $-5.487 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $237.249 | 0,12% | 1.566 | $-225 | Naik ×2 | ||
| ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund Common Shares of Beneficial Interest | $235.635 | 0,12% | 10.010 | $34.234 | |||
| YUM Yum! Brands, Inc. | $226.042 | 0,12% | 1.414 | $9.614 | Naik ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $225.048 | 0,12% | 2.564 | $-12.741 | Naik ×2 | ||
| APH Amphenol Corporation Common Stock | $221.458 | 0,12% | 1.256 | Naik ×1 | |||
| TKR Timken Company (The) Common Stock | $220.450 | 0,12% | 1.517 | ||||
| META Meta Platforms, Inc. - Class A Common Stock | $218.557 | 0,11% | 388 | $-65.219 | Turun ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $218.278 | 0,11% | 96 | Naik ×1 | |||
| KLAC KLA Corporation - Common Stock | $214.214 | 0,11% | 710 | Naik ×1 | |||
| CGXU | $213.615 | 0,11% | 6.170 | Naik ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $204.442 | 0,11% | 2.124 | $-276 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| XLK | Dipangkas | -5K | +$9.0M |
| CGNG | Beli lebih banyak | +202 | +$2.8M |
| CGMM | Beli lebih banyak | +257 | +$2.3M |
| MAGS | Dipangkas | -66 | +$2.2M |
| FSMD | Dipangkas | -375 | +$2.0M |
| IWF | Beli lebih banyak | +69K | +$1.7M |
| EFA | Beli lebih banyak | +2K | +$1.2M |
| AGG | Dipangkas | -10K | -$991K |
| IJR | Beli lebih banyak | +198 | +$950K |
| VIOO | Hanya pergerakan harga | +0 | +$312K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| KCE | 31 Maret 2026 | 141.662 | $21.239.211 | Tidak lagi dilacak |
| HTD | 31 Maret 2026 | 42.581 | $1.007.466 | 2,8% |
| HYT | 31 Maret 2026 | 67.757 | $603.037 | -2,8% |
| PTY | 31 Maret 2026 | 45.638 | $588.730 | -3,4% |
| HYMB | 31 Maret 2026 | 18.097 | $451.339 | Tidak lagi dilacak |
| GOF | 31 Maret 2026 | 27.749 | $357.407 | -17,3% |
| PHK | 31 Maret 2026 | 72.543 | $352.559 | -2,7% |
| NZF | 31 Maret 2026 | 22.126 | $278.345 | 0,5% |
| VZ | 30 Juni 2026 | 5.494 | $275.781 | 16,8% |
| VZ | 31 Des. 2025 | 5.456 | $239.782 | 21,4% |
| SO | 30 Juni 2026 | 2.252 | $217.363 | -4,8% |
| TKR | 31 Maret 2026 | 2.582 | $217.224 | 25,3% |
| ORCL | 31 Maret 2026 | 1.110 | $216.350 | -0,4% |
| GLD | 30 Juni 2026 | 502 | $216.006 | Tidak lagi dilacak |
| SO | 31 Des. 2025 | 2.277 | $215.791 | 4,5% |