Portfolio (Quarterly) Guide ↗

Finley Financial, LLC

· CIK 0002047823

13F Portfolio $214M AUM 107 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 14 Added 15 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GRMN	GARMIN LTD COM CHF10.00	Technology	949	$193K	0.09%	SOLD
2	LLY	ELI LILLY &CO COM	Healthcare	100	$107K	0.05%	SOLD
3	—	LIBERTY MEDIA CORP DEL COM LBTY ONE S C	—	903	$89K	0.04%	SOLD
4	CMCSA	COMCAST CORP	Communication Services	1,900	$57K	0.03%	SOLD
5	—	LIBERTY MEDIA CORP DEL COM LBTY ONE S A	—	451	$40K	0.02%	SOLD

Sector Allocation

Financial Services 91.3%

Consumer Cyclical 4.0%

Technology 1.9%

Industrials 1.4%

Consumer Defensive 0.8%

Communication Services 0.5%

Healthcare 0.1%