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Deane Retirement Strategies, Inc. Portfolio
$244.1M across 53 positions as of 2026-09-30, with 46% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.2%
-2.3% a year vs the S&P 500
3 years
+13.8%
-7.5% a year vs the S&P 500
5 years
+6.0%
-6.2% a year vs the S&P 500
Quarters ahead
6 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +6.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +2.5% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +1.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +4.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $24.1M | 9.9% | 488,731 |
| TLTiShares 20+ Year Treasury Bond ETF | $12.4M | 5.1% | 159,113 |
| GOVTiShares U.S. Treasury Bond ETF | $12.4M | 5.1% | 566,809 |
| PTLCPACER TRENDPILOT US LARGE CAP ETF | $12.1M | 5.0% | 203,972 |
| IMGP DBI MANAGED FUTURES STRATEGY ETF | $10.1M | 4.1% | 311,207 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $9.5M | 3.9% | 121,909 |
| GLDSPDR Gold Shares | $9.1M | 3.7% | 23,782 |
| CVXChevron Corp | $8.2M | 3.4% | 40,076 |
| XOMExxonmobil Holdings Corp | $7.7M | 3.2% | 47,535 |
| GOOGLAlphabet Inc | $7M | 2.9% | 20,315 |
| CRMSalesforce Inc | $7M | 2.9% | 30,356 |
| AMZNAmazon.com Inc | $6.9M | 2.8% | 27,855 |
| MSFTMicrosoft Corp | $6.5M | 2.7% | 12,703 |
| NOWServiceNow Inc | $6.5M | 2.7% | 48,359 |
| TIPiShares TIPS Bond ETF | $6.4M | 2.6% | 62,077 |
| PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $6.1M | 2.5% | 134,931 |
| JNJJohnson & Johnson | $5.8M | 2.4% | 21,847 |
| MCKMcKesson Corp | $5.7M | 2.3% | 6,659 |
| VVisa Inc | $5.6M | 2.3% | 15,558 |
| ADBEAdobe Inc | $5.6M | 2.3% | 23,214 |
| UNPUnion Pacific Corp | $5.1M | 2.1% | 18,919 |
| PGProcter & Gamble Co | $5.1M | 2.1% | 35,078 |
| LINDE PLC SHS | $5.1M | 2.1% | 10,666 |
| CSCOCisco Systems Inc | $5M | 2.0% | 46,221 |
| MDLZMondelez International Inc | $4.8M | 1.9% | 82,227 |
| EATON CORP PLC SHS | $4.7M | 1.9% | 10,967 |
| EOGEOG Resources Inc | $4.7M | 1.9% | 33,968 |
| GEVGE Vernova Inc | $4.6M | 1.9% | 4,852 |
| CFCF Industries Holdings Inc | $4.6M | 1.9% | 39,774 |
| FDSFactset Research Systems Inc | $4.4M | 1.8% | 16,229 |
| TXNTexas Instruments Inc | $3.8M | 1.5% | 13,476 |
| CHUBB LIMITED COM | $3.7M | 1.5% | 11,452 |
| JPMJPMorgan Chase & Co | $2.7M | 1.1% | 8,248 |
| WFCWells Fargo & Co | $2.7M | 1.1% | 33,980 |
| CATCaterpillar Inc | $2.6M | 1.1% | 3,266 |
| AXPAmerican Express Co | $2.5M | 1.0% | 8,059 |
| ZTSZoetis Inc | $2.2M | 0.9% | 31,172 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $583.4K | 0.2% | 6,500 |
| SGOViShares 0-3 Month Treasury Bond ETF | $122.5K | 0.1% | 1,217 |
| ROYAL CARRIBBEAN CRUISES LTD | $119.9K | 0.0% | 451 |
| RSPInvesco S&P 500 Equal Weight ETF | $116.3K | 0.0% | 559 |
| GLDMSPDR Gold MiniShares Trust | $68.4K | 0.0% | 832 |
| VLOValero Energy Corp | $64.7K | 0.0% | 167 |
| AMGNAmgen Inc | $42.2K | 0.0% | 100 |
| VGLTVanguard Long-Term Treasury ETF | $30.2K | 0.0% | 603 |
| PURECYCLE TECHNOLOGIES INC COM | $21K | 0.0% | 4,765 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $20K | 0.0% | 560 |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | $15.4K | 0.0% | 203 |
| DOWDow Inc | $12K | 0.0% | 437 |
| IDEViShares Core MSCI International Developed Markets ETF | $2.2K | 0.0% | 25 |
| IEMGiShares Core MSCI Emerging Markets ETF | $2.2K | 0.0% | 27 |
| ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $2.1K | 0.0% | 51 |
| STIPiShares 0-5 Year TIPS Bond ETF | $2K | 0.0% | 20 |
Quarter ending 2026-09-30.
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