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Portfolio (Quarterly) Guide ↗

Flaharty Asset Management, LLC

· CIK 0001697882
13F Portfolio $70M AUM 52 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 47 Reduced 86 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VMC VULCAN MATLS CO Basic Materials 1,292.0 $392K 0.56% -3K -71.7% $303.19 -9.6%
42 SCHC SCHWAB STRATEGIC TR 7,790.0 $378K 0.54% -1K -12.9% $48.55 +6.7%
43 RSPU INVESCO EXCHANGE TRADED FD T 4,079.0 $334K 0.48% -14K -77.7% $81.92 -6.0%
44 RDVY FIRST TR EXCHANGE TRADED FD 3,298.0 $264K 0.38% -48K -93.6% $80.14 +2.8%
45 UNH UNITEDHEALTH GROUP INC Healthcare 520.0 $221K 0.32% -2K -77.8% $425.36 -6.8%
46 XOM EXXON MOBIL CORP Energy 1,595.0 $219K 0.31% -3K -63.8% $137.09 +17.2%
47 NEE NEXTERA ENERGY INC Utilities 2,272.0 $201K 0.29% -616.0 -21.3% $88.34 -4.7%
Page 3 of 3  ·  47 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 38.5%
Technology 27.5%
Basic Materials 8.4%
Real Estate 6.7%
Industrials 5.1%
Energy 4.7%
Healthcare 4.7%
Utilities 4.3%