Financially Speaking Inc: 13F holdings
CIK 20409012026Q2
| Positions | 103 |
|---|---|
| Reported value | $20.6m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JPST J P MORGAN EXCHANGE TRADED F | 149,073 | $7.5m | 36.6% |
| FIDELITY MERRIMACK STR TR | 150,614 | $7.5m | 36.6% |
| PLTR PALANTIR TECHNOLOGIES INC | 5,176 | $757,146 | 3.7% |
| SDY SPDR SERIES TRUST | 3,082 | $449,817 | 2.2% |
| NVDA NVIDIA CORPORATION | 2,515 | $438,616 | 2.1% |
| EXXON MOBIL CORP | 2,052 | $348,143 | 1.7% |
| XEL XCEL ENERGY INC | 3,808 | $302,485 | 1.5% |
| JNJ JOHNSON & JOHNSON | 891 | $217,797 | 1.1% |
| MEDTRONIC PLC | 2,468 | $213,853 | 1.0% |
| COST COSTCO WHOLESALE CORPORATION | 205 | $204,269 | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2040901")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.