§ 13F · FUND PROFILE
Financially Speaking Inc.
AUM · $21M (13F)Positions · 105Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 149K | $8M | 36.6% | ±0% |
| 2 | FLDR | FIDELITY MERRIMACK STR TR | 150K | $8M | 36.6% | ±0% |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | 5K | $757K | 3.7% | ±0% |
| 4 | SDY | SPDR SERIES TRUST | 3K | $450K | 2.2% | ±0% |
| 5 | NVDA | NVIDIA CORPORATION | 3K | $439K | 2.1% | ±0% |
| 6 | XOM | EXXON MOBIL CORP | 2K | $348K | 1.7% | ±0% |
| 7 | XEL | XCEL ENERGY INC | 4K | $302K | 1.5% | ±0% |
| 8 | JNJ | JOHNSON & JOHNSON | 891 | $218K | 1.1% | ±0% |
| 9 | MDT | MEDTRONIC PLC | 2K | $214K | 1.0% | ±0% |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 205 | $204K | 1.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIALLY SIGNAL
AC read
Financially Speaking Inc is a Other fund managing $21 million in assets. The fund runs a portfolio of 105 positions.
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