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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  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMAT APPLIED MATLS INC Technology 957.0 $327K 0.04% -67.0 -6.5% $341.96 +80.5%
42 SO SOUTHERN CO Utilities 3,250.0 $314K 0.04% -1K -25.3% $96.52 -3.6%
43 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,116.0 $312K 0.04% -2K -21.3% $38.42 -7.3%
44 META META PLATFORMS INC Communication Services 493.0 $282K 0.04% -191.0 -27.9% $572.29 +0.9%
45 KLAC KLA CORP Technology 183.0 $269K 0.03% -90.0 -33.0% $1471.78 -82.4%
46 PAYX PAYCHEX INC Industrials 2,850.0 $263K 0.03% -172.0 -5.7% $92.12 +6.6%
47 XLK SELECT SECTOR SPDR TR 1,828.0 $243K 0.03% -294.0 -13.8% $132.87 +44.1%
48 VZ VERIZON COMMUNICATIONS INC Communication Services 4,709.0 $236K 0.03% -1K -17.8% $50.20 -9.6%
Page 3 of 3  ·  48 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%