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Portfolio (Quarterly) Guide ↗

Flaharty Asset Management, LLC

· CIK 0001697882
13F Portfolio $806M AUM 133 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 44 Added 48 Reduced 12 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XYLD GLOBAL X FDS 58,269.0 $2.3M 0.28% +2K +4.1% $39.13 +4.7%
22 QYLD GLOBAL X FDS 123,907.0 $2.1M 0.26% +6K +4.8% $17.15 +8.0%
23 VNQ VANGUARD INDEX FDS 21,253.0 $1.9M 0.23% +1K +5.7% $88.70 +7.7%
24 RSPU INVESCO EXCHANGE TRADED FD T 18,308.0 $1.5M 0.18% +683.0 +3.9% $81.11 -1.9%
25 MLPA GLOBAL X FDS 26,706.0 $1.4M 0.18% +1K +5.5% $53.87 -3.5%
26 JPM JPMORGAN CHASE & CO Financial Services 3,661.0 $1.1M 0.13% +100.0 +2.8% $294.16 +10.6%
27 WMT WALMART INC Consumer Defensive 6,230.0 $774K 0.10% +202.0 +3.4% $124.28 -5.7%
28 MU MICRON TECHNOLOGY INC Technology 2,289.0 $773K 0.10% +360.0 +18.7% $337.90 +235.6%
29 MUB ISHARES TR 7,197.0 $764K 0.10% +160.0 +2.3% $106.15 +1.1%
30 AVGO BROADCOM INC Technology 2,303.0 $713K 0.09% +2K +203.0% $309.55 +32.9%
31 RSP INVESCO EXCHANGE TRADED FD T 3,535.0 $678K 0.08% +30.0 +0.9% $191.92 +9.4%
32 UNH UNITEDHEALTH GROUP INC Healthcare 2,338.0 $633K 0.08% +500.0 +27.2% $270.59 +48.2%
33 MSTR STRATEGY INC Technology 4,751.0 $593K 0.07% +2K +91.9% $124.80 -9.8%
34 BE BLOOM ENERGY CORP Industrials 3,900.0 $528K 0.07% +1K +39.3% $135.49 +142.8%
35 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 23,000.0 $455K 0.06% +13K +123.2% $19.78 -18.4%
36 MCD MCDONALDS CORP Consumer Cyclical 1,385.0 $430K 0.05% +300.0 +27.6% $310.79 -10.4%
37 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,067.0 $410K 0.05% +57.0 +1.1% $80.95 -1.3%
38 CSCO CISCO SYS INC Technology 5,036.0 $391K 0.05% +53.0 +1.1% $77.59 +54.1%
39 MRK MERCK & CO INC Healthcare 3,144.0 $378K 0.05% +24.0 +0.8% $120.29 -5.3%
40 PLTR PALANTIR TECHNOLOGIES INC Technology 2,544.0 $372K 0.05% +1K +101.7% $146.28 -12.2%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.5%
Technology 29.6%
Healthcare 11.9%
Industrials 7.8%
Consumer Cyclical 5.7%
Communication Services 4.4%
Consumer Defensive 3.6%
Basic Materials 2.8%
Utilities 2.2%
Energy 1.7%