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Portfolio (Quarterly) Guide ↗

360 Financial, Inc.

· CIK 0001802324
13F Portfolio $331M AUM 77 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 27 Added 20 Reduced 17 Exited
Page 2 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY SPDR S&P 500 ETF TR Financial Services 3,308.0 $2.3M 0.68% +38.0 +1.2% $681.95 +9.3%
22 FTSM FIRST TR EXCHANGE-TRADED FD 32,526.0 $1.9M 0.59% +4K +13.8% $59.93 +0.0%
23 VYM VANGUARD WHITEHALL FDS 13,337.0 $1.9M 0.58% +1K +8.2% $143.52 +10.6%
24 BERKSHIRE HATHAWAY INC DEL 3,451.0 $1.7M 0.52% +43.0 +1.3% $502.65
25 VUG VANGUARD INDEX FDS 3,434.0 $1.7M 0.51% +31.0 +0.9% $487.90 -82.1%
26 RSP INVESCO EXCHANGE TRADED FD T 7,822.0 $1.5M 0.45% +995.0 +14.6% $191.56 +7.8%
27 FAST FASTENAL CO Industrials 34,602.0 $1.4M 0.42% -4K -9.9% $40.13 +9.5%
28 SPYM SPDR SERIES TRUST 16,873.0 $1.4M 0.41% +563.0 +3.5% $80.22 +9.4%
29 V VISA INC Financial Services 3,763.0 $1.3M 0.40% $350.71 -6.2%
30 GOOG ALPHABET INC Communication Services 3,817.0 $1.2M 0.36% $313.80 +20.9%
31 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,197.0 $1.1M 0.33% $257.20 -12.4%
32 PWR QUANTA SVCS INC Industrials 2,301.0 $971K 0.29% NEW $422.08 +71.4%
33 AMZN AMAZON COM INC Consumer Cyclical 4,098.0 $946K 0.29% +132.0 +3.3% $230.82 +15.4%
34 CSCO CISCO SYS INC Technology 12,158.0 $937K 0.28% -123.0 -1.0% $77.03 +56.3%
35 META META PLATFORMS INC Communication Services 1,391.0 $918K 0.28% +51.0 +3.8% $660.15 -7.6%
36 QQEW FIRST TR EXCHANGE-TRADED FD 5,849.0 $831K 0.25% $142.14 +5.9%
37 PLTR PALANTIR TECHNOLOGIES INC Technology 4,419.0 $785K 0.24% -100.0 -2.2% $177.75 -23.0%
38 POWW OUTDOOR HOLDING CO Industrials 444,000.0 $759K 0.23% $1.71 +20.5%
39 JNJ JOHNSON & JOHNSON Healthcare 3,638.0 $753K 0.23% $206.92 +13.2%
40 EMLP FIRST TR EXCHANGE-TRADED FD 19,199.0 $727K 0.22% -732.0 -3.7% $37.87 +17.7%
Page 2 of 4  ·  77 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 40.1%
Technology 26.7%
Industrials 11.3%
Consumer Defensive 7.8%
Healthcare 5.8%
Communication Services 4.8%
Consumer Cyclical 1.8%
Energy 1.3%
Real Estate 0.4%