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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHE SCHWAB STRATEGIC TR 10,573.0 $348K 0.04% -4K -27.5% $32.95 +11.9%
102 FTSM FIRST TR EXCHANGE-TRADED FD 5,826.0 $348K 0.04% -241K -97.6% $59.78 +0.2%
103 PANW PALO ALTO NETWORKS INC Technology 2,113.0 $339K 0.04% $160.32 +79.5%
104 TSLA TESLA INC Consumer Cyclical 894.0 $332K 0.04% +119.0 +15.3% $371.75 +7.7%
105 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 332.0 $331K 0.04% $996.43 -4.5%
106 AMAT APPLIED MATLS INC Technology 957.0 $327K 0.04% -67.0 -6.5% $341.96 +80.5%
107 T AT&T INC Communication Services 11,122.0 $322K 0.04% +400.0 +3.7% $28.99 -24.1%
108 SO SOUTHERN CO Utilities 3,250.0 $314K 0.04% -1K -25.3% $96.52 -3.6%
109 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,116.0 $312K 0.04% -2K -21.3% $38.42 -7.3%
110 RAVI FLEXSHARES TR 4,040.0 $305K 0.04% $75.41 -0.1%
111 SRRK SCHOLAR ROCK HLDG CORP Healthcare 6,000.0 $295K 0.04% $49.16 -3.7%
112 HYLS FIRST TR EXCHANGE-TRADED FD 7,172.0 $291K 0.04% $40.57 +0.8%
113 IJH ISHARES TR 4,273.0 $289K 0.04% $67.53 +12.2%
114 META META PLATFORMS INC Communication Services 493.0 $282K 0.04% -191.0 -27.9% $572.29 +0.9%
115 GOOGL ALPHABET INC Communication Services 954.0 $274K 0.03% NEW $287.58 +28.0%
116 KLAC KLA CORP Technology 183.0 $269K 0.03% -90.0 -33.0% $1471.78 -82.4%
117 NEE NEXTERA ENERGY INC Utilities 2,888.0 $268K 0.03% NEW $92.89 -6.6%
118 AMD ADVANCED MICRO DEVICES INC Technology 1,308.0 $266K 0.03% +70.0 +5.7% $203.43 +164.2%
119 PAYX PAYCHEX INC Industrials 2,850.0 $263K 0.03% -172.0 -5.7% $92.12 +6.6%
120 SHOP SHOPIFY INC Technology 2,145.0 $254K 0.03% $118.62 -8.2%
Page 6 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%