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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 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,549.0 $205K 0.12% NEW $45.11 +15.9%
Page 5 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%