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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 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BERKSHIRE HATHAWAY INC DEL 1,178.0 $564K 0.07% -18.0 -1.5% $479.20
82 SUB ISHARES TR 5,167.0 $550K 0.07% -1K -18.1% $106.50 +0.1%
83 BE BLOOM ENERGY CORP Industrials 3,900.0 $528K 0.07% +1K +39.3% $135.49 +142.8%
84 PG PROCTER & GAMBLE CO Consumer Defensive 3,523.0 $509K 0.06% $144.44 +4.1%
85 TIP ISHARES TR 4,466.0 $493K 0.06% $110.36 -0.9%
86 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 23,000.0 $455K 0.06% +13K +123.2% $19.78 -18.4%
87 SPLV INVESCO EXCH TRADED FD TR II 5,920.0 $433K 0.05% $73.14 -0.1%
88 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 31,295.0 $432K 0.05% -1K -3.6% $13.79 +5.5%
89 MCD MCDONALDS CORP Consumer Cyclical 1,385.0 $430K 0.05% +300.0 +27.6% $310.79 -10.4%
90 SCHC SCHWAB STRATEGIC TR 8,944.0 $418K 0.05% -2K -17.5% $46.74 +5.6%
91 MS MORGAN STANLEY Financial Services 2,508.0 $413K 0.05% $164.57 +35.6%
92 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,067.0 $410K 0.05% +57.0 +1.1% $80.95 -1.3%
93 BAC BANK AMERICA CORP Financial Services 8,185.0 $399K 0.05% $48.75 +15.3%
94 ORCL ORACLE CORP Technology 2,694.0 $396K 0.05% -167.0 -5.8% $147.10 +25.3%
95 CSCO CISCO SYS INC Technology 5,036.0 $391K 0.05% +53.0 +1.1% $77.59 +54.1%
96 MRK MERCK & CO INC Healthcare 3,144.0 $378K 0.05% +24.0 +0.8% $120.29 -5.3%
97 PAVE GLOBAL X FDS 7,385.0 $375K 0.05% $50.81 +15.3%
98 PLTR PALANTIR TECHNOLOGIES INC Technology 2,544.0 $372K 0.05% +1K +101.7% $146.28 -12.2%
99 GS GOLDMAN SACHS GROUP INC Financial Services 434.0 $367K 0.05% $845.99 +29.6%
100 VTI VANGUARD INDEX FDS 1,094.0 $351K 0.04% $320.81 +15.3%
Page 5 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%