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Portfolio (Quarterly) Guide ↗

Financial Partners Group, Inc

· CIK 0001731169
13F Portfolio $836M AUM 227 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 85 Added 54 Reduced 16 Exited
Page 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD ADVANCED MICRO DEVICES INC Technology 2,656.0 $540K 0.07% +539.0 +25.5% $203.47 +157.4%
62 MCD MCDONALDS CORP Consumer Cyclical 1,719.0 $534K 0.06% +80.0 +4.9% $310.84 -10.5%
63 SDVY FIRST TR EXCHANGE TRADED FD 13,303.0 $525K 0.06% +317.0 +2.4% $39.43 +5.3%
64 IETC ISHARES U S ETF TR 5,509.0 $487K 0.06% +1K +31.9% $88.38 +25.3%
65 ET ENERGY TRANSFER L P Energy 24,838.0 $479K 0.06% +245.0 +1.0% $19.30 +0.8%
66 HODL VANECK BITCOIN ETF 24,508.0 $470K 0.06% +4K +19.7% $19.16 +7.5%
67 O REALTY INCOME CORP Real Estate 7,347.0 $449K 0.05% +532.0 +7.8% $61.18 +1.5%
68 SDY SPDR SERIES TRUST 2,753.0 $402K 0.05% +394.0 +16.7% $145.93 +2.9%
69 IUSB ISHARES TR 8,370.0 $387K 0.05% +131.0 +1.6% $46.19 -0.1%
70 AVGO BROADCOM INC Technology 1,154.0 $357K 0.04% +12.0 +1.1% $309.48 +36.8%
71 GD GENERAL DYNAMICS CORP Industrials 1,031.0 $354K 0.04% +10.0 +1.0% $343.18 +1.9%
72 URI UNITED RENTALS INC Industrials 479.0 $349K 0.04% +5.0 +1.1% $728.05 +35.9%
73 LMT LOCKHEED MARTIN CORP Industrials 562.0 $340K 0.04% +3.0 +0.5% $604.82 -11.1%
74 HD HOME DEPOT INC Consumer Cyclical 990.0 $326K 0.04% +27.0 +2.8% $328.84 -3.0%
75 SO SOUTHERN CO Utilities 3,135.0 $303K 0.04% +88.0 +2.9% $96.53 -3.7%
76 KKR KKR & CO INC Financial Services 3,115.0 $288K 0.03% +694.0 +28.7% $92.50 +1.3%
77 REMX VANECK ETF TRUST 3,271.0 $288K 0.03% +25.0 +0.8% $88.00 +14.1%
78 APOS APOLLO GLOBAL MGMT INC Financial Services 2,532.0 $282K 0.03% +183.0 +7.8% $111.42 -76.5%
79 JMUB J P MORGAN EXCHANGE TRADED F 5,467.0 $273K 0.03% +32.0 +0.6% $49.99 +0.8%
80 V VISA INC Financial Services 838.0 $253K 0.03% +83.0 +11.0% $302.42 +6.5%
Page 4 of 5  ·  85 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 31.7%
Financial Services 31.6%
Communication Services 15.5%
Consumer Cyclical 9.5%
Industrials 3.4%
Consumer Defensive 2.8%
Healthcare 1.9%
Energy 1.7%
Utilities 1.3%
Real Estate 0.3%