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Portfolio (Quarterly) Guide ↗

Flower City Capital

· CIK 0001808394
13F Portfolio $227M AUM 49 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 13 Added 13 Reduced
Page 1 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VONE VANGUARD SCOTTSDALE FDS 244,063.0 $82.7M 36.40% +3K +1.4% $338.72 +2.9%
2 VEU VANGUARD INTL EQUITY INDEX F 826,889.0 $69.3M 30.49% +9K +1.1% $83.75 +3.0%
3 VOO VANGUARD INDEX FDS 23,825.0 $16.4M 7.21% -309.0 -1.3% $686.81 +3.1%
4 IVV ISHARES TR 12,150.0 $9.1M 4.01% -103.0 -0.8% $748.92 +3.3%
5 VSS VANGUARD INTL EQUITY INDEX F 41,063.0 $6.3M 2.79% -557.0 -1.3% $154.29 +4.3%
6 EFA ISHARES TR 56,815.0 $5.9M 2.60% -752.0 -1.3% $103.88 +4.1%
7 AAPL APPLE INC Technology 14,034.0 $4.1M 1.79% -1K -6.7% $289.37 +11.1%
8 VIOO VANGUARD ADMIRAL FDS INC 28,781.0 $4.0M 1.74% $137.54 -2.1%
9 SCHX SCHWAB STRATEGIC TR 125,644.0 $3.7M 1.63% $29.43 +3.1%
10 VV VANGUARD INDEX FDS 9,884.0 $3.4M 1.50% +513.0 +5.5% $343.91 +3.2%
11 VXUS VANGUARD STAR FDS 22,257.0 $1.9M 0.84% +1K +5.8% $85.49 +3.2%
12 VEA VANGUARD TAX-MANAGED FDS 24,576.0 $1.8M 0.77% $71.25 +3.3%
13 NVDA NVIDIA CORPORATION Technology 7,430.0 $1.5M 0.66% $200.09 +15.1%
14 VTI VANGUARD INDEX FDS 3,759.0 $1.4M 0.61% +35.0 +0.9% $370.04 +2.6%
15 MSFT MICROSOFT CORP Technology 3,149.0 $1.2M 0.52% -79.0 -2.5% $373.06 +34.2%
16 VTWO VANGUARD SCOTTSDALE FDS 9,471.0 $1.1M 0.51% $121.42 -1.6%
17 AMZN AMAZON COM INC Consumer Cyclical 4,186.0 $998K 0.44% -336.0 -7.4% $238.34 +8.1%
18 SCHF SCHWAB STRATEGIC TR 35,335.0 $979K 0.43% $27.70 +3.0%
19 VT VANGUARD INTL EQUITY INDEX F 4,226.0 $663K 0.29% +79.0 +1.9% $156.94 +3.0%
20 BND VANGUARD BD INDEX FDS 8,936.0 $656K 0.29% -374.0 -4.0% $73.41 -2.0%
Page 1 of 3  ·  49 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 54.0%
Consumer Cyclical 9.5%
Energy 8.0%
Healthcare 6.6%
Financial Services 6.5%
Communication Services 5.6%
Industrials 3.7%
Utilities 2.8%
Basic Materials 1.7%
Consumer Defensive 1.6%