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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 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SKYY FIRST TR EXCHANGE-TRADED FD 163,815.0 $17.9M 2.22% NEW $109.36 +20.6%
22 TVAL T ROWE PRICE ETF INC 492,412.0 $17.8M 2.21% +7K +1.3% $36.18 +14.6%
23 KNG FIRST TR EXCHANGE-TRADED FD 359,204.0 $17.5M 2.17% +3K +0.9% $48.71 +1.7%
24 EMBD GLOBAL X FDS 744,279.0 $17.4M 2.17% +6K +0.8% $23.43 +2.5%
25 J P MORGAN EXCHANGE TRADED F 332,006.0 $16.8M 2.09% +3K +1.1% $50.61
26 QGRO AMERICAN CENTY ETF TR 151,015.0 $15.9M 1.97% +4K +3.0% $105.03 +11.9%
27 UTES ETFIS SER TR I 114,439.0 $9.1M 1.14% +4K +3.7% $79.90 +2.9%
28 IWO ISHARES TR 26,652.0 $8.4M 1.04% -854.0 -3.1% $313.81 +24.0%
29 IJJ ISHARES TR 59,328.0 $7.9M 0.98% -1K -1.8% $132.50 +9.3%
30 JSMD JANUS DETROIT STR TR 84,881.0 $6.7M 0.84% +2K +2.4% $79.35 +23.5%
31 RPV INVESCO EXCHANGE TRADED FD T 61,746.0 $6.6M 0.82% +1K +2.4% $107.39 +5.1%
32 MFS ACTIVE EXCHANGE TRADED F 209,354.0 $6.2M 0.77% +4K +2.0% $29.72
33 QQQ INVESCO QQQ TR Financial Services 9,473.0 $5.5M 0.68% -523.0 -5.2% $577.16 +28.3%
34 MSFT MICROSOFT CORP Technology 9,735.0 $3.6M 0.45% -1K -11.8% $370.18 +2.5%
35 RDVY FIRST TR EXCHANGE TRADED FD 51,522.0 $3.5M 0.44% -3K -4.8% $68.28 +15.9%
36 CAT CATERPILLAR INC Industrials 3,867.0 $2.7M 0.34% -383.0 -9.0% $708.54 +39.1%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,982.0 $2.6M 0.32% -180.0 -4.3% $650.28 +14.8%
38 NVDA NVIDIA CORPORATION Technology 13,389.0 $2.3M 0.29% -1K -7.0% $174.40 +20.8%
39 DVY ISHARES TR 15,384.0 $2.3M 0.29% -1K -6.4% $151.41 +1.2%
40 XYLD GLOBAL X FDS 58,269.0 $2.3M 0.28% +2K +4.1% $39.13 +4.7%
Page 2 of 7  ·  133 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%