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Portfolio (Quarterly) Guide ↗

Henderson Brothers Financial Partners, LLC

· CIK 0002064329
13F Portfolio $395M AUM 105 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q1 2025 · All 35 New 67 Added 1 Reduced 2 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VMC VULCAN MATLS CO Basic Materials 1,678.0 $457K 0.12% +858.0 +104.6% $272.31 +9.8%
62 ARIS ARIS MINING CORPORATION Basic Materials 24,000.0 $446K 0.11% +12K +100.0% $18.57 -20.8%
63 RSP INVESCO EXCHANGE TRADED FD T 2,162.0 $415K 0.10% +1K +100.0% $191.92 +9.6%
64 GOOGL ALPHABET INC Communication Services 1,368.0 $393K 0.10% +493.0 +56.3% $287.56 +20.1%
65 V VISA INC Financial Services 1,170.0 $354K 0.09% +359.0 +44.3% $302.24 +9.9%
66 PH PARKER-HANNIFIN CORP Industrials 375.0 $336K 0.09% +41.0 +12.3% $895.24 +7.4%
67 EQX EQUINOX GOLD CORP Basic Materials 22,050.0 $319K 0.08% +11K +100.0% $14.46 -35.2%
Page 4 of 4  ·  67 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 36.3%
Technology 22.7%
Consumer Cyclical 12.0%
Communication Services 7.5%
Industrials 5.8%
Healthcare 4.6%
Consumer Defensive 4.1%
Energy 2.8%
Basic Materials 2.2%
Utilities 1.1%