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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 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLV SELECT SECTOR SPDR TR 6,208.0 $985K 0.10% +899.0 +16.9% $158.65 +7.0%
42 TLH ISHARES TR 9,677.0 $971K 0.10% +513.0 +5.6% $100.35 -4.0%
43 IUSG ISHARES TR 5,090.0 $957K 0.10% +226.0 +4.7% $188.07 +1.6%
44 MBB ISHARES TR 10,126.0 $957K 0.10% +1K +13.5% $94.52 -1.5%
45 NFLX NETFLIX INC. Communication Services 10,124.0 $723K 0.07% +163.0 +1.6% $71.40 +9.0%
46 GOVT ISHARES TR 31,241.0 $712K 0.07% +541.0 +1.8% $22.78 -1.4%
47 DGRO ISHARES TR 8,779.0 $665K 0.07% +251.0 +2.9% $75.79 +5.2%
48 BINC BLACKROCK ETF TRUST II 12,366.0 $647K 0.07% +830.0 +7.2% $52.34 -0.7%
49 CGNG CAPITAL GROUP NEW GEOGRAPHY 17,226.0 $645K 0.07% +1K +8.0% $37.46 -3.3%
50 AMAT APPLIED MATLS INC Technology 892.0 $645K 0.07% +7.0 +0.8% $722.97 -29.1%
51 SDVY FIRST TR EXCHANGE TRADED FD 14,890.0 $642K 0.07% +2K +11.9% $43.14 +2.6%
52 IWM ISHARES TR 2,108.0 $633K 0.06% +13.0 +0.6% $300.48 +0.0%
53 IYG ISHARES TR 6,922.0 $626K 0.06% +66.0 +1.0% $90.47 +8.0%
54 VTI VANGUARD INDEX FDS 1,639.0 $607K 0.06% +44.0 +2.8% $370.05 +2.5%
55 SPHB INVESCO EXCH TRADED FD TR II 3,868.0 $602K 0.06% +436.0 +12.7% $155.59 -5.6%
56 AVGO BROADCOM INC Technology 1,580.0 $597K 0.06% +426.0 +36.9% $377.69 +0.4%
57 MRK MERCK & CO INC Healthcare 4,545.0 $584K 0.06% +180.0 +4.1% $128.50 +5.3%
58 VO VANGUARD INDEX FDS 7,108.0 $573K 0.06% +5K +306.2% $80.58 +3.4%
59 ABBV ABBVIE INC Healthcare 2,252.0 $567K 0.06% +212.0 +10.4% $251.65 +2.5%
60 CIBR FIRST TR EXCHANGE-TRADED FD 5,820.0 $523K 0.05% +2K +37.4% $89.85 +8.8%
Page 3 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%