High Probability Advisors, LLC

Wealth advisor Mechanical CIK 2039415
League rank
#1274
in Wealth advisor · #3961 overall
Long book
$781.4M
Q1 2026
Positions
67
Top-10 weight
65%
concentration
Last quarter
+11.3%
SPY +14.8%
Turnover
18%
of book per quarter

Strategy in plain words

auto-generated from filings

High Probability Advisors, LLC is a wealth-management firm allocating client money, running a $781.4M US long book across 67 positions.

The portfolio is concentrated: the top 10 names carry 65% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: GOLDMAN ACTIVEBETA US LC ETF, ISHARES MSCI USA MOMENTUM FA, DIMENSIONAL US HIGH PROFI ET, ISHRS US E F R A ETF-USD INC, GOLDMAN SACHS ACTIVEBETA INT.

Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+1.2%
Q2 2024
+6.1%
Q3 2024
-1.4%
Q4 2024
+0.0%
Q1 2025
+8.1%
Q2 2025
+5.7%
Q3 2025
+1.8%
Q4 2025
-1.2%
Q1 2026
+11.3%

Sector allocation

Technology
61%
Financials
11%
Consumer discretionary
10%
Industrials
8%
Services media
4%
Healthcare
4%
Other
2%

Long book by quarter

$539.1M
Q1 2024
$551.5M
Q2 2024
$587.2M
Q3 2024
$557.8M
Q4 2024
$599.6M
Q1 2025
$668.7M
Q2 2025
$729.3M
Q3 2025
$749.9M
Q4 2025
$781.4M
Q1 2026

What does High Probability own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology4.8K$1.2M0.2%-0.1%
MSFT MICROSOFT CORPTechnology2.3K$853K0.1%+22.6%
GOOGL ALPHABET INC-CL ATechnology2.2K$640K0.1%+14.4%
TT TRANE TECHNOLOGIES PLCTechnology1.4K$583K0.1%+2.9%
ETN EATON CORP PLCIndustrials1.3K$479K0.1%+9.1%
HIG HARTFORD INSURANCE GROUP INCFinancials2.8K$372K0.0%Held
HD HOME DEPOT INCConsumer discretionary1.0K$332K0.0%+11.5%
NVDA NVIDIA CORPTechnology1.6K$286K0.0%New
JPM JPMORGAN CHASE & COFinancials900$265K0.0%+21.1%
V VISA INC-CLASS A SHARESServices media861$260K0.0%+18.4%
AMZN AMAZON.COM INCConsumer discretionary1.1K$228K0.0%New
ABBV ABBVIE INCHealthcare989$215K0.0%+11.5%
KODK EASTMAN KODAK COOther11.2K$101K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 13, 202667$781.4M canonicalSEC ↗
Q4 202513F-HRJan 29, 202673$749.9M canonicalSEC ↗
Q3 202513F-HROct 14, 202565$729.3M canonicalSEC ↗
Q2 202513F-HRJul 9, 202560$668.7M canonicalSEC ↗
Q1 202513F-HRApr 16, 202555$599.6M canonicalSEC ↗
Q4 202413F-HRJan 17, 202555$557.8M canonicalSEC ↗
Q3 202413F-HRNov 12, 202457$587.2M canonicalSEC ↗
Q2 202413F-HRNov 14, 202454$551.5M canonicalSEC ↗
Q1 202413F-HRNov 14, 202456$539.1M canonicalSEC ↗