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Fund Overview
About
Investment Strategy
Activity Summary — 2026 Q1
Q1 2026 13F Filed:
Apr 7, 2026
Top Buys
%
$
| Stock | % Impact |
|---|---|
| SCHR SCHWAB INTERMED.. | +5.39% |
| PULS PGIM ULTRA SHOR.. | +5.01% |
| JPLD JPMORGAN LIMITE.. | +3.13% |
| SGOV ISHARES 0-3 MON.. | +3.03% |
| CLOA ISHARES AAA CLO.. | +0.81% |
| XONE BONDBLOXX BLOOM.. | +0.77% |
Top Sells
%
$
| Stock | % Impact |
|---|---|
| VMBS VANGUARD MORTGA.. | -4.31% |
| VTIP VANGUARD SHORT-.. | -0.54% |
| VTI VANGUARD TOTAL .. | -0.45% |
| VGT VANGUARD INFORM.. | -0.36% |
| PCMM BONDBLOXX PRIVA.. | -0.30% |
| IVV ISHARES CORE S&.. | -0.28% |
Activity Summary
Market Value
$162M
AUM Change
+15.36%
New Positions
5
Increased Positions
26
Closed Positions
1
Top 10 Concentration
+62.24%
Portfolio Turnover
+8.39%
Alt Turnover
+15.05%
Sector Allocation Trends
Free View: Last 10 Quarters. Subscribe to see full
history
Holdings Analysis
Size: % of Portfolio
Color: Last Full-Quarter Return
No data
Free: 10 quarters
Positions Dynamics
Visualizing Top 20 holdings weight history over the last 10 quarters.
Portfolio Analytics — Latest
Bulwark Capital Corp risk dashboard covering volatility, beta, value-at-risk, drawdowns, concentration, factor tilts, benchmark comparison, and stress testing for the latest disclosed portfolio.
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Real-time Analytics
High-Conviction Alpha
AAPL
92.4
NVDA
88.1
MSFT
74.3
Strategy Guardian
Style Drift
0.12
Sector Rotation
0.38
Tracking institutional benchmark deviation
Scenario Lab
2008 GFC
-32.4%
Covid-19
-18.1%
2022 Bear
-24.7%
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Best Strategy vs. Benchmarks
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Returns
--
Latest Quarter
--
1-Year Return
--
Ann. Return
Risk
--
Std Deviation
--
Max Drawdown
--
Beta vs SPY
Quality
--
Sharpe
--
Sortino
--
Win Rate
Edge Metrics
Last 10 quarters only
--
Alpha annualized
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Up Capture
--
Down Capture
Strategy Backtester: Bulwark Capital Corp
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Underperformance Analysis — Top 10 Holdings vs SPY
Backtesting Bulwark Capital Corp's top 10 holdings against SPY identified 2 underperformance periods. Worst drawdown: 2025-07 – 2025-11 (-5.1% vs SPY, 5 quarters).
Avg. lag: -3.4% vs SPY
•
Avg. duration: 3.0 quarters
Backtest Snapshot — Top 10 Holdings (Mn-Weighted)
The ticker-level breakdown shows how each of Bulwark Capital Corp's top holdings contributed to portfolio returns quarter by quarter. Strongest recent contributors inside the last 5 years of the quarterly Top 10 backtest window: VTI (2025 Q2 – 2025 Q4, +1.5 pts), IVV (2025 Q2 – 2025 Q4, +1.0 pts), VMBS (2025 Q2 – 2025 Q4, +0.6 pts), VGT (2025 Q2 – 2025 Q4, +0.5 pts), VTIP (2025 Q2 – 2025 Q4, +0.3 pts) .
Strategy ann.: 5.4%
•
SPY ann.: 9.4%
•
Period:
2025–2026
Best Recent Contributors — Last 5Y
2 of 5 recent top contributors lagged SPY,
which means even some of this fund's best return drivers still failed to beat a simple index over the same window.
2025 Q2 – 2025 Q4
• 3Q in Top 10
Beat SPY
VTI
+7%
SPY
+6%
Contrib
+1.5%
2025 Q2 – 2025 Q4
• 3Q in Top 10
Beat SPY
IVV
+6%
SPY
+6%
Contrib
+1.0%
2025 Q2 – 2025 Q4
• 3Q in Top 10
Lagged SPY
VMBS
+5%
SPY
+6%
Contrib
+0.6%
2025 Q2 – 2025 Q4
• 3Q in Top 10
Beat SPY
VGT
+6%
SPY
+6%
Contrib
+0.5%
2025 Q2 – 2025 Q4
• 3Q in Top 10
Lagged SPY
VTIP
+3%
SPY
+6%
Contrib
+0.3%
■ Stock return (green = beat SPY)
■ Stock return (red = lagged SPY)
■ SPY same period
■ Cumulative contribution during the last 5 years of the quarterly Mn-weighted Top 10 strategy
Disclaimer: 13Foresight is not a registered investment adviser, broker-dealer, or financial planner. All information on this site is provided solely for informational and educational purposes and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Portfolio backtests shown on this page are hypothetical and simulated — they do not represent actual trading results and were constructed with the benefit of hindsight. Actual results would differ materially. 13F filings disclose only long equity positions valued above $10,000, submitted up to 45 days after quarter-end; they do not capture short positions, options, bonds, cash, private investments, or non-U.S. securities. A fund's backtest performance may not reflect its actual returns, as managers frequently generate alpha through strategies not visible in 13F data. Past performance is not indicative of future results. All data sourced from public SEC EDGAR filings. Use at your own risk. Full Terms of Use.