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Portfolio (Quarterly) Guide ↗

Financial Partners Group, Inc

· CIK 0001731169
13F Portfolio $985M AUM 250 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 87 Added 74 Reduced 8 Exited
Page 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 2,256.0 $2.6M 0.26% +552.0 +32.4% $1154.42 -18.7%
22 MUB ISHARES TR 23,866.0 $2.6M 0.26% +4K +18.1% $107.62 -2.1%
23 MLPX GLOBAL X FDS 33,726.0 $2.5M 0.25% +1K +3.2% $73.66 +3.7%
24 SMH VANECK ETF TRUST 3,529.0 $2.3M 0.23% +1K +70.1% $655.80 -13.5%
25 AMD ADVANCED MICRO DEVICES INC Technology 3,275.0 $1.9M 0.19% +619.0 +23.3% $580.90 -17.5%
26 PWR QUANTA SVCS INC Industrials 2,588.0 $1.9M 0.19% +543.0 +26.6% $719.99 -2.7%
27 NOBL PROSHARES TR 29,603.0 $1.7M 0.17% +12K +70.5% $56.16 +4.0%
28 LLY ELI LILLY & CO Healthcare 1,319.0 $1.6M 0.16% +127.0 +10.7% $1199.35 +1.5%
29 VOO VANGUARD INDEX FDS 2,270.0 $1.6M 0.16% +446.0 +24.4% $686.72 +2.9%
30 IWF ISHARES TR 12,337.0 $1.5M 0.16% +9K +302.8% $124.17 -0.8%
31 XLK SELECT SECTOR SPDR TR 7,917.0 $1.5M 0.15% +317.0 +4.2% $190.52 -2.6%
32 DEM WISDOMTREE TR 27,224.0 $1.5M 0.15% +1K +4.2% $53.79 +0.6%
33 AVDE AMERICAN CENTY ETF TR 15,118.0 $1.3M 0.14% +408.0 +2.8% $89.20 +4.7%
34 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,804.0 $1.3M 0.14% +337.0 +13.7% $477.54 -13.5%
35 AGGH SIMPLIFY EXCHANGE TRADED FUN 63,310.0 $1.3M 0.13% +9K +16.6% $20.17 -1.6%
36 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,216.0 $1.1M 0.12% +96.0 +8.6% $935.09 +3.4%
37 JGRO J P MORGAN EXCHANGE TRADED F 11,253.0 $1.1M 0.11% +616.0 +5.8% $98.59 -3.5%
38 GLD SPDR GOLD TR Financial Services 2,927.0 $1.1M 0.11% +20.0 +0.7% $368.43 +8.7%
39 GS GOLDMAN SACHS GROUP INC Financial Services 978.0 $989K 0.10% +19.0 +2.0% $1010.92 +2.3%
40 JNJ JOHNSON & JOHNSON Healthcare 3,889.0 $988K 0.10% +219.0 +6.0% $253.94 +6.5%
Page 2 of 5  ·  87 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
Technology 33.2%
Financial Services 30.4%
Communication Services 15.8%
Consumer Cyclical 9.3%
Industrials 4.1%
Consumer Defensive 2.4%
Healthcare 1.9%
Utilities 1.3%
Energy 1.2%
Real Estate 0.2%