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Portfolio (Quarterly) Guide ↗

V2 Financial group LLC

· CIK 0002022843
13F Portfolio $268M AUM 123 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 50 Added 20 Reduced 4 Exited
Page 7 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,866.0 $205K 0.08% NEW $109.77 -4.4%
122 DVY ISHARES TR 1,300.0 $203K 0.08% NEW $156.30 +5.1%
123 PLUG PLUG PWR INC Industrials 10,300.0 $28K 0.01% $2.71 -19.9%
Page 7 of 7  ·  123 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 68.9%
Technology 13.9%
Healthcare 5.4%
Communication Services 5.2%
Consumer Cyclical 3.5%
Industrials 1.5%
Consumer Defensive 1.2%
Energy 0.2%
Utilities 0.2%