OUTFITTERS FINANCIAL LLC — 13F Holdings

2026 Q1  ·  83 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, OUTFITTERS FINANCIAL LLC maintained a portfolio of 83 distinct positions. The most significant new addition was NETFLIX INC., now representing 0.64% of the total fund value. They heavily accumulated shares in DUPONT DE NEMOURS INC, increasing the position by 38.5%. Conversely, OUTFITTERS FINANCIAL LLC completely exited their position in QNITY ELECTRONICS INC.
Position History hover any row below to update
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OUTFITTERS FINANCIAL LLC Bethesda, MD Registered Investment Advisor (RIA) AUM $127M
PCA Score Concentration Risk
Risk ENB
Total Positions
83
Quarter
2026 Q1
Top Holding
EPD (5.9%)
Top 10 Concentration
34.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 83

OUTFITTERS FINANCIAL LLC Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
EPD
ENTERPRISE PROD...
Energy 5.87% 5.05% #1
Prev: #1
5.3
no change no change
P
S
200,372 $7,582,076 2020 Q4 13F Filing 2026-03-31 2026-04-21
AMAT
APPLIED MATLS I...
Technology 3.85% 3.35% #2 4
Prev: #6
3.5
-1,990 -12.0%
P
S
14,565 $4,978,171 2020 Q4 13F Filing 2026-03-31 2026-04-21
JPM
JPMORGAN CHASE ...
Financial Services 3.53% 3.96% #3
Prev: #3
2.9
-90 -0.6%
P
S
15,522 $4,565,952 2020 Q4 13F Filing 2026-03-31 2026-04-21
AAPL
APPLE INC
Technology 3.48% 3.82% #4
Prev: #4
2.4
-190 -1.1%
P
S
17,690 $4,489,545 2020 Q4 13F Filing 2026-03-31 2026-04-21
GOOGL
ALPHABET INC
Communication Services 3.21% 4.01% #5 3
Prev: #2
2.3
-1,895 -11.6%
P
S
14,400 $4,140,864 2020 Q4 13F Filing 2026-03-31 2026-04-21
NVT
NVENT ELEC PLC
Industrials 3.19% 2.83% #6 3
Prev: #9
1.8
-400 -1.1%
P
S
34,855 $4,122,649 2020 Q4 13F Filing 2026-03-31 2026-04-21
SCHA
SCHWAB STRATEGI...
ETF 3.01% 3.03% #7 1
Prev: #8
1.7
-1,530 -1.1%
P
S
133,661 $3,886,862 2020 Q4 13F Filing 2026-03-31 2026-04-21
AMZN
AMAZON COM INC
Consumer Cyclical 2.97% 3.37% #8 3
Prev: #5
1.7
-145 -0.8%
P
S
18,430 $3,838,416 2020 Q4 13F Filing 2026-03-31 2026-04-21
JNJ
JOHNSON & JOHNS...
Healthcare 2.97% 2.58% #9 3
Prev: #12
1.7
-140 -0.9%
P
S
15,682 $3,833,308 2020 Q4 13F Filing 2026-03-31 2026-04-21
META
META PLATFORMS ...
Communication Services 2.78% 3.28% #10 3
Prev: #7
1.6
-48 -0.8%
P
S
6,277 $3,591,260 2020 Q4 13F Filing 2026-03-31 2026-04-21
WMT
WALMART INC
Consumer Defensive 2.75% 2.63% #11
Prev: #11
1.6
-1,400 -4.7%
P
S
28,580 $3,551,922 2020 Q4 13F Filing 2026-03-31 2026-04-21
VTI
VANGUARD INDEX ...
ETF 2.60% 2.72% #12 2
Prev: #10
1.5
140 1.4%
P
S
10,459 $3,355,352 2020 Q4 13F Filing 2026-03-31 2026-04-21
CVX
CHEVRON CORPORA...
Energy 2.32% 2.04% #13 2
Prev: #15
1.4
-2,494 -14.7%
P
S
14,502 $3,000,464 2020 Q4 13F Filing 2026-03-31 2026-04-21
GAIN
GLADSTONE INVT ...
Financial Services 2.25% 2.25% #14 1
Prev: #13
1.4
775 0.4%
P
S
205,120 $2,912,704 2020 Q4 13F Filing 2026-03-31 2026-04-21
ET
ENERGY TRANSFER...
Energy 2.06% 1.79% #15 3
Prev: #18
1.8
no change no change
P
S
137,762 $2,658,807 2020 Q4 13F Filing 2026-03-31 2026-04-21
CSCO
CISCO SYS INC
Technology 2.03% 2.09% #16 2
Prev: #14
1.3
-605 -1.8%
P
S
33,831 $2,624,947 2020 Q4 13F Filing 2026-03-31 2026-04-21
WM
WASTE MGMT INC ...
Industrials 1.75% 1.70% #17 2
Prev: #19
1.2
-40 -0.4%
P
S
9,814 $2,255,159 2020 Q4 13F Filing 2026-03-31 2026-04-21
QQQ
INVESCO QQQ TR
ETF 1.68% 1.67% #18 2
Prev: #20
2.7
306 8.9%
P
S
3,759 $2,169,620 2021 Q4 13F Filing 2026-03-31 2026-04-21
SCHX
SCHWAB STRATEGI...
ETF 1.58% 1.79% #19 2
Prev: #17
1.1
-4,880 -5.8%
P
S
79,770 $2,045,303 2020 Q4 13F Filing 2026-03-31 2026-04-21
PEP
PEPSICO INC
Consumer Defensive 1.51% 1.42% #20 3
Prev: #23
1.1
-25 -0.2%
P
S
12,523 $1,944,697 2020 Q4 13F Filing 2026-03-31 2026-04-21
OKE
ONEOK INC NEW
Energy 1.40% 1.16% #21 9
Prev: #30
1.6
no change no change
P
S
20,000 $1,807,800 2024 Q4 13F Filing 2026-03-31 2026-04-21
BSX
BOSTON SCIENTIF...
Healthcare 1.40% 1.80% #22 6
Prev: #16
2.6
4,750 19.8%
P
S
28,777 $1,805,757 2020 Q4 13F Filing 2026-03-31 2026-04-21
RTX
RTX CORPORATION
Industrials 1.39% 1.22% #23 5
Prev: #28
2.6
870 10.3%
P
S
9,330 $1,799,757 2020 Q4 13F Filing 2026-03-31 2026-04-21
MCD
MCDONALDS CORP
Consumer Cyclical 1.36% 1.36% #24
Prev: #24
1.0
-5 -0.1%
P
S
5,640 $1,752,856 2020 Q4 13F Filing 2026-03-31 2026-04-21
DE
DEERE & CO
Industrials 1.33% 1.13% #25 6
Prev: #31
1.0
-25 -0.8%
P
S
3,050 $1,718,065 2020 Q4 13F Filing 2026-03-31 2026-04-21
GD
GENERAL DYNAMIC...
Industrials 1.33% 1.30% #26 1
Prev: #25
1.0
78 1.6%
P
S
4,994 $1,714,041 2021 Q4 13F Filing 2026-03-31 2026-04-21
PNR
PENTAIR PLC
Industrials 1.29% 1.57% #27 5
Prev: #22
1.0
-35 -0.2%
P
S
19,135 $1,666,850 2020 Q4 13F Filing 2026-03-31 2026-04-21
CSX
CSX CORP
Industrials 1.25% 1.12% #28 4
Prev: #32
1.0
-70 -0.2%
P
S
39,260 $1,611,623 2022 Q4 13F Filing 2026-03-31 2026-04-21
MPLX
MPLX LP
Energy 1.24% 1.17% #29
Prev: #29
1.5
no change no change
P
S
27,972 $1,596,362 2020 Q4 13F Filing 2026-03-31 2026-04-21
TOL
TOLL BROTHERS I...
Consumer Cyclical 1.17% 1.28% #30 3
Prev: #27
1.0
-1,020 -8.4%
P
S
11,055 $1,508,676 2021 Q2 13F Filing 2026-03-31 2026-04-21
FITB
FIFTH THIRD BAN...
Financial Services 1.16% 1.12% #31 2
Prev: #33
2.5
2,005 6.6%
P
S
32,370 $1,503,910 2023 Q4 13F Filing 2026-03-31 2026-04-21
BUD
ANHEUSER BUSCH ...
Consumer Defensive 1.16% 1.09% #32 3
Prev: #35
1.5
no change no change
P
S
21,655 $1,502,207 2021 Q4 13F Filing 2026-03-31 2026-04-21
SCHD
SCHWAB STRATEGI...
ETF 1.16% 1.10% #33 1
Prev: #34
1.0
-1,815 -3.6%
P
S
48,955 $1,501,939 2020 Q4 13F Filing 2026-03-31 2026-04-21
DUK
DUKE ENERGY COR...
Utilities 1.13% 1.03% #34 2
Prev: #36
1.0
-25 -0.2%
P
S
11,190 $1,465,219 2021 Q4 13F Filing 2026-03-31 2026-04-21
PR
PERMIAN RESOURC...
Energy 1.13% 0.76% #35 9
Prev: #44
1.0
-146 -0.2%
P
S
68,711 $1,464,919 2023 Q4 13F Filing 2026-03-31 2026-04-21
GOOG
ALPHABET INC
Communication Services 1.12% 1.29% #36 10
Prev: #26
0.9
-190 -3.6%
P
S
5,030 $1,442,906 2020 Q4 13F Filing 2026-03-31 2026-04-21
DD
DUPONT DE NEMOU...
Basic Materials 1.10% 0.71% #37 13
Prev: #50
2.9
8,619 38.5%
P
S
31,000 $1,419,800 2020 Q4 13F Filing 2026-03-31 2026-04-21
FDP
FRESH DEL MONTE...
Consumer Defensive 1.03% 0.93% #38 3
Prev: #41
0.9
-50 -0.2%
P
S
33,095 $1,332,405 2024 Q4 13F Filing 2026-03-31 2026-04-21
NVDA
NVIDIA CORPORAT...
Technology 1.01% 0.96% #39
Prev: #39
2.4
950 14.5%
P
S
7,485 $1,305,384 2021 Q4 13F Filing 2026-03-31 2026-04-21
INTU
INTUIT
Technology 1.00% 1.57% #40 19
Prev: #21
0.9
-33 -1.1%
P
S
2,982 $1,289,357 2020 Q4 13F Filing 2026-03-31 2026-04-21
CTRA
COTERRA ENERGY ...
Energy 0.94% 0.71% #41 7
Prev: #48
0.9
200 0.6%
P
S
34,656 $1,217,812 2021 Q4 13F Filing 2026-03-31 2026-04-21
DVN
DEVON ENERGY CO...
Energy 0.93% 0.69% #42 9
Prev: #51
1.4
no change no change
P
S
24,000 $1,207,680 2024 Q4 13F Filing 2026-03-31 2026-04-21
AMT
AMERICAN TOWER ...
Real Estate 0.89% 0.76% #43 2
Prev: #45
2.9
1,170 21.4%
P
S
6,645 $1,146,794 2024 Q1 13F Filing 2026-03-31 2026-04-21
MDT
MEDTRONIC PLC
Healthcare 0.88% 1.00% #44 7
Prev: #37
0.9
-80 -0.6%
P
S
13,145 $1,139,014 2020 Q4 13F Filing 2026-03-31 2026-04-21
SNOW
SNOWFLAKE INC
Technology 0.81% 0.94% #45 5
Prev: #40
2.8
1,480 27.2%
P
S
6,915 $1,042,920 2021 Q4 13F Filing 2026-03-31 2026-04-21
ENB
ENBRIDGE INC
Energy 0.77% 0.67% #46 7
Prev: #53
0.8
400 2.2%
P
S
18,275 $989,409 2020 Q4 13F Filing 2026-03-31 2026-04-21
SO
SOUTHERN CO
Utilities 0.74% 0.44% #47 19
Prev: #66
3.3
3,545 55.9%
P
S
9,890 $954,583 2025 Q1 13F Filing 2026-03-31 2026-04-21
AVAV
AEROVIRONMENT I...
Industrials 0.73% 0.97% #48 10
Prev: #38
0.8
30 0.6%
P
S
5,125 $938,131 2024 Q1 13F Filing 2026-03-31 2026-04-21
PSTG
EVERPURE INC
Technology 0.72% 0.73% #49 3
Prev: #46
2.3
1,750 12.6%
P
S
15,660 $924,566 2024 Q1 13F Filing 2026-03-31 2026-04-21
ETN
EATON CORP PLC
Industrials 0.66% 0.58% #50 8
Prev: #58
0.8
85 3.7%
P
S
2,397 $857,335 2020 Q4 13F Filing 2026-03-31 2026-04-21
Showing 1-50 of 83 holdings

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