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Portfolio (Quarterly) Guide ↗

Flavin Financial Services, Inc.

· CIK 0002052798
13F Portfolio $103M AUM 65 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 65 New
Page 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN AMGEN INC Healthcare 3,286.0 $917K 0.89% NEW $279.21 +20.8%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 20,598.0 $891K 0.86% NEW $43.27 +10.5%
43 COF CAPITAL ONE FINL CORP Financial Services 3,971.0 $845K 0.82% NEW $212.75 -12.3%
44 FQAL FIDELITY COVINGTON TRUST 11,025.0 $768K 0.74% NEW $69.63 +15.3%
45 PFE PFIZER INC Healthcare 27,334.0 $663K 0.64% NEW $24.24 +7.1%
46 JNJ JOHNSON & JOHNSON Healthcare 4,259.0 $650K 0.63% NEW $152.73 +51.7%
47 VTI VANGUARD INDEX FDS 2,102.0 $639K 0.62% NEW $303.93 +20.1%
48 SBUX STARBUCKS CORP Consumer Cyclical 6,941.0 $636K 0.62% NEW $91.64 +16.2%
49 MGC VANGUARD WORLD FD 2,543.0 $572K 0.56% NEW $224.88 +21.5%
50 PSA PUBLIC STORAGE OPER CO Real Estate 1,846.0 $542K 0.53% NEW $293.42 +3.2%
51 MUSA MURPHY USA INC Consumer Cyclical 1,232.0 $501K 0.49% NEW $406.80 +33.9%
52 SYY SYSCO CORP Consumer Defensive 6,168.0 $467K 0.45% NEW $75.74 -0.4%
53 GOOGL ALPHABET INC Communication Services 2,520.0 $444K 0.43% NEW $176.23 +120.0%
54 LOW LOWES COS INC Consumer Cyclical 1,946.0 $432K 0.42% NEW $221.87 -2.0%
55 J P MORGAN EXCHANGE TRADED F 7,006.0 $421K 0.41% NEW $60.05
56 FLOT ISHARES TR 8,207.0 $419K 0.41% NEW $51.02 +0.0%
57 KR KROGER CO Consumer Defensive 5,238.0 $376K 0.36% NEW $71.73 -6.5%
58 FPEI FIRST TR EXCH TRADED FD III 19,207.0 $365K 0.35% NEW $18.99 +0.7%
59 ABBV ABBVIE INC Healthcare 1,960.0 $364K 0.35% NEW $185.62 +15.6%
60 MDT MEDTRONIC PLC Healthcare 3,856.0 $336K 0.33% NEW $87.16 -10.3%
Page 3 of 4  ·  65 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 25.8%
Financial Services 17.0%
Consumer Defensive 14.7%
Communication Services 10.2%
Consumer Cyclical 9.7%
Healthcare 8.5%
Industrials 8.5%
Utilities 3.1%
Energy 1.8%
Real Estate 0.8%