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Portfolio (Quarterly) Guide ↗

360 Financial, Inc.

· CIK 0001802324
13F Portfolio $394M AUM 85 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 18 New 21 Added 30 Reduced 10 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 423,147.0 $100.1M 25.43% +43K +11.3% $236.62 +2.8%
2 QQQM INVESCO EXCH TRADED FD TR II 148,542.0 $45.0M 11.43% +4K +3.1% $302.97 -2.0%
3 SOXX ISHARES TR 44,450.0 $28.5M 7.23% +32K +254.8% $640.77 -18.0%
4 QUAL ISHARES TR 111,598.0 $24.5M 6.22% +2K +1.7% $219.43 +2.4%
5 XSVM INVESCO EXCHANGE TRADED FD T 331,398.0 $23.1M 5.86% +17K +5.5% $69.59 +0.3%
6 PAVE GLOBAL X FDS 374,735.0 $22.1M 5.61% +4K +1.1% $58.92 -4.9%
7 FTSM FIRST TR EXCHANGE-TRADED FD 32,890.0 $2.0M 0.50% +364.0 +1.1% $59.73 +0.3%
8 VUG VANGUARD INDEX FDS 18,174.0 $1.6M 0.40% +15K +429.2% $86.14 +3.2%
9 EMLP FIRST TR EXCHANGE-TRADED FD 26,987.0 $1.2M 0.30% +8K +40.6% $43.50 +1.6%
10 JNJ JOHNSON & JOHNSON Healthcare 3,667.0 $931K 0.24% +29.0 +0.8% $253.98 +4.6%
11 IWF ISHARES TR 6,212.0 $771K 0.20% +5K +320.3% $124.17 -0.2%
12 AMGN AMGEN INC Healthcare 2,037.0 $738K 0.19% +21.0 +1.0% $362.12 +20.7%
13 KO COCA COLA CO Consumer Defensive 8,524.0 $693K 0.18% +59.0 +0.7% $81.27 +9.6%
14 MRK MERCK & CO INC Healthcare 4,833.0 $621K 0.16% +58.0 +1.2% $128.51 +16.4%
15 VGT VANGUARD WORLD FD 4,851.0 $580K 0.15% +4K +635.0% $119.52 +2.0%
16 PLTR PALANTIR TECHNOLOGIES INC Technology 4,619.0 $539K 0.14% +200.0 +4.5% $116.67 +59.4%
17 GOOGL ALPHABET INC Communication Services 1,251.0 $447K 0.11% +100.0 +8.7% $357.50 -4.7%
18 DE DEERE & CO Industrials 547.0 $347K 0.09% +102.0 +22.9% $634.20 -1.8%
19 SLV ISHARES SILVER TR Financial Services 4,554.0 $244K 0.06% +139.0 +3.1% $53.47 +17.4%
20 OPK OPKO HEALTH INC Healthcare 150,300.0 $225K 0.06% +63K +72.2% $1.50 +0.0%
Page 1 of 2  ·  21 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
Financial Services 39.3%
Technology 27.8%
Industrials 13.6%
Consumer Defensive 7.4%
Healthcare 5.7%
Communication Services 2.1%
Consumer Cyclical 1.8%
Energy 1.7%
Utilities 0.7%