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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 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MU MICRON TECHNOLOGY INC Technology 2,289.0 $773K 0.10% +360.0 +18.7% $337.90 +235.6%
62 MUB ISHARES TR 7,197.0 $764K 0.10% +160.0 +2.3% $106.15 +1.1%
63 XOM EXXON MOBIL CORP Energy 4,405.0 $747K 0.09% -3K -42.5% $169.68 -18.8%
64 BSCS INVESCO EXCH TRD SLF IDX FD 36,585.0 $747K 0.09% $20.42 -0.1%
65 VXF VANGUARD INDEX FDS 3,546.0 $730K 0.09% -772.0 -17.9% $205.80 +17.1%
66 LMBS FIRST TR EXCHANGE-TRADED FD 14,530.0 $724K 0.09% $49.81 +0.1%
67 AVGO BROADCOM INC Technology 2,303.0 $713K 0.09% +2K +203.0% $309.55 +32.9%
68 HD HOME DEPOT INC Consumer Cyclical 2,153.0 $708K 0.09% $328.93 +1.6%
69 RSP INVESCO EXCHANGE TRADED FD T 3,535.0 $678K 0.08% +30.0 +0.9% $191.92 +9.4%
70 VONV VANGUARD SCOTTSDALE FDS 7,108.0 $666K 0.08% -4K -37.6% $93.74 +13.2%
71 JBL JABIL INC Technology 2,477.0 $658K 0.08% $265.63 +40.0%
72 GOOG ALPHABET INC Communication Services 2,230.0 $640K 0.08% -92.0 -4.0% $286.87 +28.1%
73 SCHF SCHWAB STRATEGIC TR 25,709.0 $636K 0.08% -8K -23.3% $24.75 +14.1%
74 UNH UNITEDHEALTH GROUP INC Healthcare 2,338.0 $633K 0.08% +500.0 +27.2% $270.59 +48.2%
75 IWM ISHARES TR 2,512.0 $623K 0.08% $248.00 +19.2%
76 SLDE SLIDE INS HLDGS INC Financial Services 33,755.0 $608K 0.07% -20K -37.4% $18.00 -7.9%
77 RWL INVESCO EXCH TRADED FD TR II 5,266.0 $605K 0.07% -84.0 -1.6% $114.90 +10.8%
78 JMBS JANUS DETROIT STR TR 13,360.0 $604K 0.07% $45.18 -0.2%
79 MSTR STRATEGY INC Technology 4,751.0 $593K 0.07% +2K +91.9% $124.80 -9.8%
80 VONG VANGUARD SCOTTSDALE FDS 5,235.0 $574K 0.07% -3K -33.2% $109.69 +15.7%
Page 4 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%