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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	STIP	ISHARES TR	—	57,600	$5.9M	2.96%	SOLD
2	USMC	PRINCIPAL EXCHANGE TRADED FD	—	77,575	$5.3M	2.66%	SOLD

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%