§ 13F · FUND PROFILE
Financial Partners Group, LLC.
AUM · $276M (13F)Positions · 88Turnover · n/a · Q2Filed · Jul 17, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 17, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 29K | $14M | 5.2% | ±0% |
| 2 | GOOGL | ALPHABET INC | 79K | $14M | 5.0% | +4% |
| 3 | JPM | JPMORGAN CHASE & CO. | 46K | $13M | 4.9% | −1% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 27K | $13M | 4.8% | −2% |
| 5 | PANW | PALO ALTO NETWORKS INC | 62K | $13M | 4.6% | +2% |
| 6 | ECL | ECOLAB INC | 41K | $11M | 4.0% | ±0% |
| 7 | CVX | CHEVRON CORP NEW | 71K | $10M | 3.7% | +173% |
| 8 | UNH | UNITEDHEALTH GROUP INC | 31K | $10M | 3.5% | +298% |
| 9 | NOBL | PROSHARES TR | 93K | $9M | 3.4% | +57% |
| 10 | UPS | UNITED PARCEL SERVICE INC | 90K | $9M | 3.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Partners Group, LLC is a Other fund managing $276 million in assets. The fund runs a portfolio of 88 positions.
Read the full dossier →