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Portfolio (Quarterly) Guide ↗

Flavin Financial Services, Inc.

· CIK 0002052798
13F Portfolio $175M AUM 81 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q3 2025 · All 17 New 54 Added 9 Reduced 6 Exited
Page 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWF ISHARES TR 3,901.0 $484K 0.28% +3K +513.4% $124.17 -1.1%
62 SDVY FIRST TR EXCHANGE TRADED FD 11,072.0 $478K 0.27% NEW $43.14 +1.2%
63 KR KROGER CO Consumer Defensive 8,535.0 $474K 0.27% +697.0 +8.9% $55.53 +3.9%
64 SPXL DIREXION SHARES ETF TRUST 1,732.0 $469K 0.27% +264.0 +18.0% $270.67 +7.2%
65 CB CHUBB LIMITED Financial Services 1,338.0 $456K 0.26% NEW $340.74 -0.2%
66 UNP UNION PAC CORP Industrials 1,601.0 $436K 0.25% NEW $272.05 +13.0%
67 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,848.0 $414K 0.24% NEW $223.95 +28.4%
68 INTC INTEL CORP Technology 2,797.0 $391K 0.22% NEW $139.63 -35.9%
69 KVUE KENVUE INC Consumer Defensive 20,338.0 $389K 0.22% -4K -15.7% $19.11 +0.3%
70 ITW ILLINOIS TOOL WKS INC Industrials 1,383.0 $374K 0.21% NEW $270.49 +3.6%
71 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,214.0 $356K 0.20% NEW $293.18 +5.1%
72 BGIG ETF SER SOLUTIONS 9,618.0 $345K 0.20% NEW $35.89 +2.3%
73 DFIV DIMENSIONAL ETF TRUST 6,377.0 $344K 0.20% +925.0 +17.0% $54.02 +7.3%
74 MA MASTERCARD INCORPORATED Financial Services 569.0 $292K 0.17% NEW $513.73 +15.9%
75 DIA STATE STR SPDR DOW JONES IND Financial Services 519.0 $271K 0.15% NEW $522.39 +2.4%
76 ACN ACCENTURE PLC IRELAND Technology 2,108.0 $262K 0.15% NEW $124.44 +52.4%
77 MDT MEDTRONIC PLC Healthcare 3,162.0 $247K 0.14% -689.0 -17.9% $78.22 +16.6%
78 SCHD SCHWAB STRATEGIC TR 7,466.0 $237K 0.14% NEW $31.71 +10.1%
79 XLV SELECT SECTOR SPDR TR 1,490.0 $236K 0.14% NEW $158.66 +7.9%
80 XOM EXXON MOBIL CORP Energy 1,657.0 $226K 0.13% NEW $136.68 +14.6%
Page 4 of 5  ·  81 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 26.8%
Financial Services 17.9%
Consumer Defensive 12.8%
Healthcare 11.7%
Industrials 10.1%
Consumer Cyclical 9.7%
Communication Services 4.1%
Utilities 3.2%
Energy 2.5%
Real Estate 0.9%