Financial Partners Group, LLC
CIK: 0001965246SEC EDGAR →
Portfolio Value
$276.3M
Holdings
88
As of
Q2 2025
New Positions
14
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 28,765 | $14.3M | 5.18% |
| 2 | ALPHABET INC | 78,871 | $13.9M | 5.03% |
| 3 | JPMORGAN CHASE & CO. | 46,413 | $13.5M | 4.87% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 27,399 | $13.3M | 4.82% |
| 5 | PALO ALTO NETWORKS INC | 62,076 | $12.7M | 4.60% |
| 6 | ECOLAB INC | 40,815 | $11.0M | 3.98% |
| 7 | CHEVRON CORP NEW | 70,529 | $10.1M | 3.66% |
| 8 | UNITEDHEALTH GROUP INC | 31,037 | $9.7M | 3.50% |
| 9 | PROSHARES TR | 93,466 | $9.4M | 3.41% |
| 10 | UNITED PARCEL SERVICE INC | 90,247 | $9.1M | 3.30% |
Quarterly Changes
New Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $57.8M | 20.9% |
| Technology | 10 | $48.0M | 17.4% |
| Industrials | 12 | $40.9M | 14.8% |
| Energy | 6 | $28.5M | 10.3% |
| Unknown | 6 | $26.9M | 9.7% |
| Healthcare | 6 | $19.5M | 7.1% |
| Basic Materials | 4 | $15.5M | 5.6% |
| Communication Services | 1 | $13.9M | 5.0% |
| Consumer Defensive | 5 | $13.7M | 4.9% |
| Consumer Cyclical | 4 | $10.3M | 3.7% |
| Utilities | 3 | $1.2M | 0.4% |