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Portfolio (Quarterly) Guide ↗

Turner Financial Group, Inc.

· CIK 0002149918
13F Portfolio $101M AUM 112 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 112 New
Page 2 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LRCX LAM RESEARCH CORP Technology 2,146.0 $930K 0.93% NEW $433.31 -27.4%
22 TER TERADYNE INC Technology 1,799.0 $870K 0.87% NEW $483.83 -24.3%
23 RISR TIDAL TRUST I 23,874.0 $864K 0.86% NEW $36.20 +1.4%
24 GOOG ALPHABET INC 2,375.0 $839K 0.83% NEW $353.27
25 AVGO BROADCOM INC Technology 2,118.0 $800K 0.80% NEW $377.71 -5.6%
26 SUSC ISHARES TR 34,293.0 $794K 0.79% NEW $23.15 -1.5%
27 AAPL APPLE INC Technology 2,671.0 $773K 0.77% NEW $289.40 +7.1%
28 QYLD GLOBAL X FDS 40,498.0 $746K 0.74% NEW $18.43 -1.6%
29 CSCO CISCO SYS INC Technology 6,303.0 $740K 0.74% NEW $117.46 -5.4%
30 CRWD CROWDSTRIKE HLDGS INC Technology 956.0 $729K 0.72% NEW $190.73 -2.8%
31 META META PLATFORMS INC Communication Services 1,278.0 $720K 0.72% NEW $563.42 +1.2%
32 VIGI VANGUARD WHITEHALL FDS 7,636.0 $713K 0.71% NEW $93.39 +6.2%
33 KLAC KLA CORP Technology 2,201.0 $664K 0.66% NEW $301.75 -39.2%
34 BITU PROSHARES TR 77,934.0 $633K 0.63% NEW $8.12 +72.3%
35 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 32,791.0 $611K 0.61% NEW $18.64 +3.1%
36 AMAT APPLIED MATLS INC Technology 833.0 $602K 0.60% NEW $722.97 -33.6%
37 SIVR ABRDN SILVER ETF TRUST Financial Services 10,559.0 $594K 0.59% NEW $56.22 +16.5%
38 TEM TEMPUS AI INC Healthcare 10,043.0 $582K 0.58% NEW $57.93 +18.6%
39 GLW CORNING INC Technology 2,266.0 $579K 0.58% NEW $255.39 -42.4%
40 CAH CARDINAL HEALTH INC Healthcare 2,434.0 $578K 0.57% NEW $237.60 +0.1%
Page 2 of 6  ·  112 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 41.2%
Consumer Cyclical 30.6%
Financial Services 12.4%
Healthcare 5.8%
Industrials 5.6%
Communication Services 2.0%
Basic Materials 1.6%
Energy 0.5%
Utilities 0.4%