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CAMARDA FINANCIAL ADVISORS, LLC 13F portfolio summary

CAMARDA FINANCIAL ADVISORS, LLC of CAMARDA FINANCIAL ADVISORS, LLC has 122 current stock holdings with a reported portfolio value of $330.6M. The portfolio 1 year return is +33.92%. Top holdings include IYM (6.14%), IYW (5.01%), IYZ (4.38%), IYE (4.10%), LRCX (3.82%).

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CAMARDA FINANCIAL ADVISORS, LLC

CAMARDA FINANCIAL ADVISORS, LLC
Latest filing: 2026-06-30

CAMARDA FINANCIAL ADVISORS, LLC runs CAMARDA FINANCIAL ADVISORS, LLC and currently holds 122 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $330.55M. Their top holdings are IYM, IYW, IYZ, IYE, LRCX. The top five represent 23.4% of reported portfolio weight. CAMARDA FINANCIAL ADVISORS, LLC ranks #302 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CAMARDA FINANCIAL ADVISORS, LLC initiated 23 new positions. They added to 50 existing positions. They trimmed 27 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
IYM6.1%
IYW5.0%
IYZ4.4%
IYE4.1%
LRCX3.8%
Top 5: 23.4%
Portfolio Returns
1 Year
+33.92%
#294/1000
3 Year
+79.36%
#391/1000
5 Year
+103.04%
#261/1000

Portfolio Value

$330.55M

Alpha Score

74.0

#302 of 1000

Holdings

122

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122 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IYM
ISHARES TR
6.14%$179.53$195.08+8.66%
New Buy
IYW
ISHARES TR
5.01%$252.23$247.25-1.97%
Added
+100.00%
IYZ
ISHARES TR
4.38%$42.31$43.03+1.70%
Added
+100.00%
IYE
ISHARES TR
4.10%$56.59$67.35+19.01%
New Buy
LRCX
LAM RESEARCH CORP
3.82%$111.94$314.00+180.51%
Trimmed
-0.96%
KLAC
KLA CORP
3.35%$162.58$183.99+13.17%
Added
+1410.86%
AMD
ADVANCED MICRO DEVICES INC
2.76%$580.91$473.25-18.53%
New Buy
GOOGL
ALPHABET INC
2.52%$166.06$344.82+107.65%
Added
+6.98%
NVDA
NVIDIA CORPORATION
2.37%$182.64$214.76+17.59%
Added
+188.96%
IWM
ISHARES TR
2.16%$273.71$299.93+9.58%
Added
+97.28%

Showing 1-10 of 122