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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 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLOT ISHARES TR 15,486.0 $791K 0.08% -658.0 -4.1% $51.05 -0.2%
42 VRT VERTIV HOLDINGS CO Industrials 2,254.0 $755K 0.08% -332.0 -12.8% $334.82 -18.6%
43 IVE ISHARES TR 3,197.0 $726K 0.07% -54.0 -1.7% $227.05 +4.3%
44 CVX CHEVRON CORPORATION Energy 4,217.0 $699K 0.07% -96.0 -2.2% $165.78 +24.1%
45 GRID FIRST TR EXCHANGE-TRADED FD 3,530.0 $677K 0.07% -102.0 -2.8% $191.76 -4.2%
46 PG PROCTER & GAMBLE CO Consumer Defensive 4,369.0 $641K 0.07% -46.0 -1.0% $146.65 -2.2%
47 JEPI J P MORGAN EXCHANGE TRADED F 11,247.0 $635K 0.06% -10K -48.2% $56.48 +2.4%
48 ORCL ORACLE CORP Technology 4,104.0 $601K 0.06% -84.0 -2.0% $146.54 -2.6%
49 FDG AMERICAN CENTY ETF TR 4,358.0 $580K 0.06% -104.0 -2.3% $133.11 -1.8%
50 IAU ISHARES GOLD TR Financial Services 7,522.0 $568K 0.06% -441.0 -5.5% $75.51 +8.2%
51 RTX RTX CORPORATION Industrials 2,725.0 $517K 0.05% -490.0 -15.2% $189.76 +18.8%
52 BONDBLOXX ETF TRUST 9,901.0 $494K 0.05% -971.0 -8.9% $49.88
53 SLV ISHARES SILVER TR Financial Services 8,602.0 $460K 0.05% -302.0 -3.4% $53.47 +7.4%
54 MCD MCDONALDS CORP Consumer Cyclical 1,698.0 $459K 0.05% -21.0 -1.2% $270.29 -1.2%
55 LRCX LAM RESEARCH CORP Technology 1,038.0 $450K 0.05% -124.0 -10.7% $433.50 -24.4%
56 PLTR PALANTIR TECHNOLOGIES INC Technology 3,822.0 $446K 0.04% -109.0 -2.8% $116.66 +47.0%
57 IXN ISHARES TR 3,077.0 $445K 0.04% -18.0 -0.6% $144.47 -3.4%
58 XLP SELECT SECTOR SPDR TR 5,263.0 $437K 0.04% -234.0 -4.3% $83.07 +3.0%
59 SYLD CAMBRIA ETF TR 5,165.0 $408K 0.04% -299.0 -5.5% $79.08 +8.5%
60 SOFI SOFI TECHNOLOGIES INC Financial Services 21,860.0 $392K 0.04% -10K -31.9% $17.93 -1.5%
Page 3 of 4  ·  74 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%