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SINCERUS ADVISORY, LLC 13F portfolio summary

SINCERUS ADVISORY, LLC of SINCERUS ADVISORY, LLC has 75 current stock holdings with a reported portfolio value of $131.9M. The portfolio 1 year return is +15.81%. Top holdings include SPY (0.00%), QQQ (0.00%), PFF (0.00%), EFA (9.00%), IWR (7.07%).

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SINCERUS ADVISORY, LLC

SINCERUS ADVISORY, LLC
Latest filing: 2026-03-31

SINCERUS ADVISORY, LLC runs SINCERUS ADVISORY, LLC and currently holds 75 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $131.94M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SINCERUS ADVISORY, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SINCERUS ADVISORY, LLC's portfolio at SINCERUS ADVISORY, LLC has delivered returns of +15.81%. Their 3-year annualized return is +14.75%. Looking at the 5-year horizon, SINCERUS ADVISORY, LLC has achieved +14.75% annualized returns at SINCERUS ADVISORY, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.81%
#0/1000
3 Year
+14.75%
#0/1000
5 Year
+14.75%
#0/1000

Portfolio Value

$131.94M

Alpha Score

13.5

#0 of 1000

Holdings

75

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change