Latest Deane Retirement Strategies, Inc. Stock Portfolio

Deane Retirement Strategies, Inc. Performance:

2026 Q1: -19.31%YTD: -19.31%2025: 198.12%

Performance for 2026 Q1 is -19.31%, and YTD is -19.31%, and 2025 is 198.12%.

About Deane Retirement Strategies, Inc. and 13F Hedge Fund Stock Holdings

Deane Retirement Strategies, Inc. is a hedge fund based in New Orleans, LA. On 2026-04-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Deane Retirement Strategies, Inc. reported an equity portfolio of $248.6 Millions as of 31 Mar, 2026.

The top stock holdings of Deane Retirement Strategies, Inc. are IJR, AMPS, VTIP. The fund has invested 9.5% of it's portfolio in ISHARES TIPS BOND ETF and 8.2% of portfolio in ISHARES 0-5 YEAR TIPS BOND ETF.

The fund managers got completely rid off NETFLIX COM INC (NFLX), RAYMOND JAMES FINL INC (RJF) and CHEVRON CORP NEW COM (CVX) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) and ISHARES U.S. TREASURY BOND ETF (AMPS). Deane Retirement Strategies, Inc. opened new stock positions in PROSHARES SHORT S&P500, ISHARES U.S. AEROSPACE & DEFENSE ETF (AAXJ) and CF INDUSTRIES HOLD COM (CF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TIPS BOND ETF (IJR), ISHARES 0-5 YEAR TIPS BOND ETF (AMPS) and SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST (GLDM).

Deane Retirement Strategies, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Deane Retirement Strategies, Inc. made a return of -19.31% in the last quarter. In trailing 12 months, it's portfolio return was 140.1%.

Performance
S&P 500

New Buys

Ticker	$ Bought
proshares short s&p500	12,985,900
proshares short qqq	9,517,300
ishares u.s. aerospace & defense etf	7,400,830
cf industries hold com	6,349,700
valero energy corp	5,491,630
vaneck oil services etf	5,445,620
eog resources inc	5,157,890
global x u.s. infrastructure development etf	5,047,300

New stocks bought by Deane Retirement Strategies, Inc.

Additions

Ticker	% Inc.
ishares tips bond etf	278,383
ishares 0-5 year tips bond etf	206,229
spdr gold minishares trust of beneficial interest	314
state street spdr bloomberg 1-3 month t-bill etf	121
state street spdr s&p oil & gas exploration & production etf	113
simplify managed futures strategy etf	105
adobe sys inc	34.51
ishares gold trust	14.74

Additions to existing portfolio by Deane Retirement Strategies, Inc.

Reductions

Ticker	% Reduced
apple inc	-99.93
vaneck junior gold miners etf	-99.92
ishares u.s. treasury bond etf	-99.92
amazon.com inc	-99.92
imgp dbi managed futures strategy etf	-99.92
vanguard extended duration treasury etf	-99.92
lowes cos inc com	-99.92
mastercard inc	-99.92

Deane Retirement Strategies, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
netflix com inc	-405,367
ford mtr co com	-36,697
raymond james finl inc	-402,920
ishares expanded tech-software sector etf	-97,129
chevron corp new com	-130,006
at&t inc com	-20,617
state street consumer discretionary select sector spdr etf	-68,064
disney walt co com	-60,981

Deane Retirement Strategies, Inc. got rid off the above stocks

Sector Distribution

Deane Retirement Strategies, Inc. has about 58.4% of it's holdings in Others sector.

Sector	%
Others	58.4
Technology	10.5
Utilities	8.2
Industrials	7.2
Basic Materials	7.2
Energy	6.5
Communication Services	1.9

Market Cap. Distribution

Deane Retirement Strategies, Inc. has about 32.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	58.4
LARGE-CAP	20.6
MEGA-CAP	12.3
MID-CAP	8.2

Stocks belong to which Index?

About 41.6% of the stocks held by Deane Retirement Strategies, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	58.4
S&P 500	32.9
RUSSELL 2000	8.7

Top 5 Winners (%)		%
DOW	dow hldgs inc com	69.0 %
XOM	exxon mobil corp com	36.8 %
BIL	state street spdr s&p oil & gas exploration & production etf	29.0 %
LMT	lockheed martin corp	24.9 %
CAT	caterpillar inc com	23.3 %

Top 5 Winners ($)		$
BIL	state street spdr s&p oil & gas exploration & production etf	3.3 M
DOW	dow hldgs inc com	3.2 M
XOM	exxon mobil corp com	1.8 M
LMT	lockheed martin corp	1.2 M
CAT	caterpillar inc com	1.0 M

Top 5 Losers (%)		%
AMPS	ishares 0-5 year tips bond etf	-83.1 %
CRM	salesforce inc com	-29.3 %
ADBE	adobe sys inc	-27.6 %
GOOG	google inc	-8.7 %
MA	mastercard inc	-6.3 %

Top 5 Losers ($)		$
AMPS	ishares 0-5 year tips bond etf	-100.6 M
ADBE	adobe sys inc	-2.6 M
CRM	salesforce inc com	-2.0 M
AFTY	pacer trendpilot us large cap etf	-0.7 M
GOOG	google inc	-0.5 M

Deane Retirement Strategies, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Deane Retirement Strategies, Inc.

Deane Retirement Strategies, Inc. has 57 stocks in it's portfolio. About 56.7% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Deane Retirement Strategies, Inc. last quarter.

Last Reported on: 07 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.00	15.00	3,807	reduced	-99.93

AAXJ	ishares u.s. aerospace & defense etf	2.98	33,876	7,400,830	new

ADBE	adobe sys inc	2.71	27,712	6,734,180	added	34.51

AFK	vaneck junior gold miners etf	0.00	18.00	2,161	reduced	-99.92

AFTY	pacer trendpilot us large cap etf	4.69	222,333	11,658,000	reduced	-0.39

AGGH	simplify managed futures strategy etf	4.86	399,338	12,073,800	added	105

AGGH	simplify us equity plus managed futures strategy etf	0.00	149	3,991	new

AGNG	global x u.s. infrastructure development etf	2.03	99,448	5,047,300	new

AGT	ishares core msci international developed markets etf	0.00	25.00	2,089	reduced	-92.73

AMGN	amgen inc	0.00	0.00	0.00	sold off	-100

AMPS	ishares 0-5 year tips bond etf	8.24	198,076	20,486,700	added	206,229

AMPS	ishares u.s. treasury bond etf	0.00	412	9,439	reduced	-99.92

AMZN	amazon.com inc	0.00	25.00	5,207	reduced	-99.92

BIDU	baidu com adr	0.00	0.00	0.00	sold off	-100

BIL	state street spdr s&p oil & gas exploration & production etf	5.85	79,861	14,531,300	added	113

BIL	state street spdr portfolio s&p 500 etf	0.16	5,224	399,845	reduced	-55.23

BIL	state street spdr bloomberg 1-3 month t-bill etf	0.05	1,464	134,161	added	121

BIL	state street spdr portfolio s&p 600 small cap etf	0.00	0.00	0.00	sold off	-100

BIL	state street spdr portfolio s&p 400 mid cap etf	0.00	0.00	0.00	sold off	-100

BIL	state street spdr portfolio tips etf	0.00	0.00	0.00	sold off	-100