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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 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RWL INVESCO EXCH TRADED FD TR II 2,972.0 $380K 0.04% -114.0 -3.7% $127.74 +5.5%
62 HODL VANECK BITCOIN ETF 22,325.0 $371K 0.04% -2K -8.9% $16.61 +10.3%
63 PPH VANECK ETF TRUST 3,310.0 $362K 0.04% -20.0 -0.6% $109.34 +3.7%
64 GD GENERAL DYNAMICS CORP Industrials 1,008.0 $357K 0.04% -23.0 -2.2% $354.13 +11.4%
65 VMC VULCAN MATLS CO Basic Materials 1,177.0 $347K 0.04% -627.0 -34.8% $294.89 -8.2%
66 HD HOME DEPOT INC Consumer Cyclical 980.0 $346K 0.04% -10.0 -1.0% $352.73 -3.5%
67 IYE ISHARES TR 5,800.0 $328K 0.03% -5K -45.2% $56.59 +18.5%
68 SDY SPDR SERIES TRUST 1,818.0 $277K 0.03% -935.0 -34.0% $152.16 +3.9%
69 CALF PACER FDS TR 4,881.0 $247K 0.03% -3K -35.5% $50.61 +12.4%
70 XLE SELECT SECTOR SPDR TR 4,284.0 $228K 0.02% -286.0 -6.3% $53.11 +19.4%
71 MPC MARATHON PETE CORP Energy 885.0 $226K 0.02% -69.0 -7.2% $255.80 +42.4%
72 COP CONOCOPHILLIPS Energy 2,123.0 $221K 0.02% -195.0 -8.4% $103.97 +24.5%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 4,736.0 $201K 0.02% -88.0 -1.8% $42.34 +15.1%
74 SLQT SELECTQUOTE INC Financial Services 45,159.0 $38K 0.00% -11K -20.1% $0.84 -10.2%
Page 4 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%