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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 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QYLD GLOBAL X FDS 123,907.0 $2.1M 0.26% +6K +4.8% $17.15 +8.0%
42 GRID FIRST TR EXCHANGE-TRADED FD 12,874.0 $2.1M 0.26% -364.0 -2.8% $163.58 +19.0%
43 AAPL APPLE INC Technology 8,136.0 $2.1M 0.26% -458.0 -5.3% $253.79 +17.4%
44 JNJ JOHNSON & JOHNSON Healthcare 7,970.0 $1.9M 0.24% -4K -30.5% $244.44 -6.6%
45 VNQ VANGUARD INDEX FDS 21,253.0 $1.9M 0.23% +1K +5.7% $88.70 +7.7%
46 FDN FIRST TR EXCHANGE-TRADED FD 7,496.0 $1.8M 0.22% -41.0 -0.5% $234.03 +13.5%
47 RSPU INVESCO EXCHANGE TRADED FD T 18,308.0 $1.5M 0.18% +683.0 +3.9% $81.11 -1.9%
48 MLPA GLOBAL X FDS 26,706.0 $1.4M 0.18% +1K +5.5% $53.87 -3.5%
49 BSCQ INVESCO EXCH TRD SLF IDX FD 67,901.0 $1.3M 0.17% $19.53 +0.2%
50 VMC VULCAN MATLS CO Basic Materials 4,572.0 $1.2M 0.15% $272.32 +11.2%
51 IWB ISHARES TR 3,388.0 $1.2M 0.15% -37.0 -1.1% $356.58 +14.5%
52 AZN ASTRAZENECA PLC Healthcare 5,991.0 $1.2M 0.15% NEW $197.22 -11.3%
53 GLD SPDR GOLD TR Financial Services 2,586.0 $1.1M 0.14% -505.0 -16.3% $430.29 -10.0%
54 BSCR INVESCO EXCH TRD SLF IDX FD 55,969.0 $1.1M 0.14% $19.63 +0.2%
55 AMZN AMAZON COM INC Consumer Cyclical 5,235.0 $1.1M 0.14% $208.27 +17.3%
56 JPM JPMORGAN CHASE & CO Financial Services 3,661.0 $1.1M 0.13% +100.0 +2.8% $294.16 +10.6%
57 AGG ISHARES TR 9,865.0 $979K 0.12% -7K -40.1% $99.27 -0.4%
58 NXTG FIRST TR EXCHANGE-TRADED FD 8,633.0 $966K 0.12% -160.0 -1.8% $111.92 +41.3%
59 LLY ELI LILLY & CO Healthcare 1,019.0 $938K 0.12% -384.0 -27.4% $920.11 +19.4%
60 WMT WALMART INC Consumer Defensive 6,230.0 $774K 0.10% +202.0 +3.4% $124.28 -5.7%
Page 3 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%