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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 894.0 $332K 0.04% +119.0 +15.3% $371.75 +7.7%
42 T AT&T INC Communication Services 11,122.0 $322K 0.04% +400.0 +3.7% $28.99 -24.1%
43 AMD ADVANCED MICRO DEVICES INC Technology 1,308.0 $266K 0.03% +70.0 +5.7% $203.43 +164.2%
44 DIS DISNEY WALT CO Communication Services 2,188.0 $211K 0.03% +129.0 +6.3% $96.39 +7.8%
Page 3 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%