Financial Avengers
OAKLAND, CAfiles as Financial Avengers, Inc.
$241m in 155 US stocks at the end of 30 June 2026. The top 10 are 73.8% of the money. It changed about 2.9% of the portfolio this quarter.
Value
$241m
Stocks
155
Top 10 share
73.8%
Turnover
2.9%
What changed this quarter
New
Bought for the first time this quarter.
- IntuitINTU0.1% of the fund
- SS&C Technologies HoldingsSSNC<0.1% of the fund
- Ishares TRIWF<0.1% of the fund
- CarnivalCCL<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT2.6% of the fund+7%
- ShopifySHOP2.4% of the fund+6%
- Procter & GamblePG2.4% of the fund+4%
- Ishares TRUSIG2.3% of the fund+9%
- Vanguard BD Index FDSBND2.1% of the fund+11%
- StarbucksSBUX1.9% of the fund+2%
- PfizerPFE1.3% of the fund+12%
- AdobeADBE0.8% of the fund+15%
- 3MMMM0.8% of the fund+17%
- Rolls-Royce Holdings P FRYCEY0.7% of the fund+19%
- Eli LillyLLY0.7% of the fund+7%
- Meta PlatformsMETA0.3% of the fund+6%
- Lvmh Moet Hennessy LOU FLVMUY0.2% of the fund+50%
- NetflixNFLX<0.1% of the fund+148%
- Vanguard Malvern FDSVCRB<0.1% of the fund+317%
- Ishares TR<0.1% of the fund+46%
- Ishares TREAGG<0.1% of the fund+13%
- HersheyHSY<0.1% of the fund+6%
- CartersCRI<0.1% of the fund+124%
- Ishares TRESGD<0.1% of the fund+104%
- RobloxRBLX<0.1% of the fund+50%
- American International GroupAIG<0.1% of the fund+2%
Cut
Sold some of their stake.
- NvidiaNVDA13.3% of the fund-3%
- AlphabetGOOG10.5% of the fund-3%
- Amazon.comAMZN10.4% of the fund-2%
- AppleAAPL10.1% of the fund-2%
- Advanced Micro DevicesAMD0.4% of the fund-26%
- Cisco SystemsCSCO<0.1% of the fund-13%
- CorningGLW<0.1% of the fund-5%
- DropboxDBX<0.1% of the fund-9%
- Thermo Fisher ScientificTMO<0.1% of the fund-4%
- Vertex PharmaceuticalsVRTX<0.1% of the fund-4%
- American Electric PowerAEP<0.1% of the fund-15%
- HappenHAPN<0.1% of the fund-43%
- Takeda PharmaceuticalTAK<0.1% of the fund-30%
- Peoples BancorpPEBO<0.1% of the fund-21%
- AmphenolAPH<0.1% of the fund-11%
- Vanguard World FDMGV<0.1% of the fund-30%
- Edison InternationalEIX<0.1% of the fund-20%
- NikeNKE<0.1% of the fund-90%
- Magnum Ice CreamMICC<0.1% of the fund-67%
Sold out
Sold their entire stake.
Holdings
- Ishares TRUSIG
- Share
- 2.3%
- Value
- $6m
- Shares
- 110,014
+9%
- Vanguard BD Index FDSBND
- Share
- 2.1%
- Value
- $5m
- Shares
- 67,590
+11%
- Rolls-Royce Holdings P FRYCEY
- Share
- 0.7%
- Value
- $2m
- Shares
- 85,725
+19%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.6%
- Value
- $1m
- Shares
- 2
Held
- Lvmh Moet Hennessy LOU FLVMUY
- Share
- 0.2%
- Value
- $514,290
- Shares
- 4,650
+50%
- Vanguard Malvern FDSVCRB
- Share
- <0.1%
- Value
- $56,278
- Shares
- 729
+317%
- RBB FDTMFG
- Share
- <0.1%
- Value
- $47,831
- Shares
- 1,555
Held
- Ishares TR
- Share
- <0.1%
- Value
- $40,184
- Shares
- 1,277
+46%
- Ishares TREAGG
- Share
- <0.1%
- Value
- $38,797
- Shares
- 818
+13%
- Tidal Trust IJSTC
- Share
- <0.1%
- Value
- $35,721
- Shares
- 1,561
Held
- UnileverUL
- Share
- <0.1%
- Value
- $32,688
- Shares
- 544
Held
- Takeda PharmaceuticalTAK
- Share
- <0.1%
- Value
- $28,053
- Shares
- 1,750
-30%
- Profesionally Managed PortfoAKRE
- Share
- <0.1%
- Value
- $24,521
- Shares
- 461
Held
- Ishares TRITA
- Share
- <0.1%
- Value
- $24,275
- Shares
- 100
Held
- Select Sector Spdr TRXLV
- Share
- <0.1%
- Value
- $24,212
- Shares
- 153
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $23,945
- Shares
- 65
Held
- Ishares TRIWF
- Share
- <0.1%
- Value
- $23,841
- Shares
- 192
New
- Invesco Exchange Traded FD TPPA
- Share
- <0.1%
- Value
- $22,989
- Shares
- 130
Held
- Select Sector Spdr TRXLK
- Share
- <0.1%
- Value
- $19,248
- Shares
- 101
Held
- Invesco Exchange Traded FD TPBE
- Share
- <0.1%
- Value
- $18,293
- Shares
- 204
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 13.3% | $32m | 159,859 | -3% |
| AlphabetGOOG | 10.5% | $25m | 71,381 | -3% |
| Amazon.comAMZN | 10.4% | $25m | 104,748 | -2% |
| AppleAAPL | 10.1% | $24m | 84,154 | -2% |
| Berkshire HathawayBRK-B | 7.6% | $18m | 36,539 | Held |
| Charles SchwabSCHW | 5.3% | $13m | 139,334 | Held |
| American ExpressAXP | 5.1% | $12m | 36,429 | Held |
| Johnson & JohnsonJNJ | 5.0% | $12m | 47,625 | Held |
| Bank of AmericaBAC | 4.0% | $10m | 168,084 | Held |
| MicrosoftMSFT | 2.6% | $6m | 16,666 | +7% |
| ShopifySHOP | 2.4% | $6m | 50,510 | +6% |
| Procter & GamblePG | 2.4% | $6m | 38,950 | +4% |
| Ishares TRUSIG | 2.3% | $6m | 110,014 | +9% |
| Walt DisneyDIS | 2.1% | $5m | 51,562 | Held |
| Vanguard BD Index FDSBND | 2.1% | $5m | 67,590 | +11% |
| Verizon CommunicationsVZ | 1.9% | $5m | 110,277 | Held |
| StarbucksSBUX | 1.9% | $5m | 44,784 | +2% |
| PfizerPFE | 1.3% | $3m | 131,989 | +12% |
| TeslaTSLA | 1.0% | $2m | 5,785 | Held |
| AlphabetGOOGL | 1.0% | $2m | 6,523 | Held |
| KenvueKVUE | 0.9% | $2m | 107,372 | Held |
| AdobeADBE | 0.8% | $2m | 9,821 | +15% |
| 3MMMM | 0.8% | $2m | 12,086 | +17% |
| Rolls-Royce Holdings P FRYCEY | 0.7% | $2m | 85,725 | +19% |
| Eli LillyLLY | 0.7% | $2m | 1,313 | +7% |
| Berkshire Hathaway INC DELBRK-A | 0.6% | $1m | 2 | Held |
| Advanced Micro DevicesAMD | 0.4% | $871,365 | 1,500 | -26% |
| Meta PlatformsMETA | 0.3% | $670,157 | 1,190 | +6% |
| Lvmh Moet Hennessy LOU FLVMUY | 0.2% | $514,290 | 4,650 | +50% |
| General ElectricGE | 0.1% | $305,062 | 816 | Held |
| GE VernovaGEV | 0.1% | $286,080 | 244 | Held |
| Costco WholesaleCOST | 0.1% | $284,576 | 304 | Held |
| IntuitINTU | 0.1% | $262,305 | 1,005 | New |
| JPMorgan ChaseJPM | 0.1% | $259,068 | 791 | Held |
| VisaV | <0.1% | $235,189 | 686 | Held |
| NetflixNFLX | <0.1% | $228,837 | 3,205 | +148% |
| Cisco SystemsCSCO | <0.1% | $205,593 | 1,750 | -13% |
| Automatic Data ProcessingADP | <0.1% | $199,268 | 890 | Held |
| CorningGLW | <0.1% | $193,686 | 758 | -5% |
| Gilead SciencesGILD | <0.1% | $169,814 | 1,344 | Held |
| IntelINTC | <0.1% | $160,041 | 1,146 | Held |
| Arch Capital GroupACGL | <0.1% | $159,178 | 1,640 | Held |
| International Business MachinesIBM | <0.1% | $158,186 | 563 | Held |
| AT&TT | <0.1% | $149,410 | 7,218 | Held |
| ASML Holding NVASML | <0.1% | $119,366 | 60 | Held |
| Ford MotorF | <0.1% | $119,103 | 8,569 | Held |
| Home DepotHD | <0.1% | $115,545 | 328 | Held |
| UnitedHealth GroupUNH | <0.1% | $115,298 | 277 | Held |
| Texas InstrumentsTXN | <0.1% | $108,436 | 364 | Held |
| BroadcomAVGO | <0.1% | $81,725 | 216 | Held |
| Microchip TechnologyMCHP | <0.1% | $79,558 | 872 | Held |
| Iron MountainIRM | <0.1% | $78,658 | 623 | Held |
| TIC SolutionsTIC | <0.1% | $72,810 | 9,000 | Held |
| DropboxDBX | <0.1% | $65,928 | 2,400 | -9% |
| WalmartWMT | <0.1% | $64,608 | 570 | Held |
| Thermo Fisher ScientificTMO | <0.1% | $62,913 | 125 | -4% |
| Vertex PharmaceuticalsVRTX | <0.1% | $59,608 | 120 | -4% |
| Applied MaterialsAMAT | <0.1% | $58,154 | 80 | Held |
| Vanguard Malvern FDSVCRB | <0.1% | $56,278 | 729 | +317% |
| CaterpillarCAT | <0.1% | $53,785 | 51 | Held |
| Coca-ColaKO | <0.1% | $53,745 | 661 | Held |
| First SolarFSLR | <0.1% | $53,091 | 225 | Held |
| eBayEBAY | <0.1% | $50,573 | 453 | Held |
| Taiwan Semiconductor ManufacturingTSM | <0.1% | $50,145 | 105 | Held |
| American Electric PowerAEP | <0.1% | $48,290 | 353 | -15% |
| RBB FDTMFG | <0.1% | $47,831 | 1,555 | Held |
| Intuitive SurgicalISRG | <0.1% | $43,745 | 110 | Held |
| HappenHAPN | <0.1% | $41,480 | 2,000 | -43% |
| CloroxCLX | <0.1% | $41,117 | 431 | Held |
| Ishares TR | <0.1% | $40,184 | 1,277 | +46% |
| AutodeskADSK | <0.1% | $38,884 | 200 | Held |
| Vivmark ResidentialVMRK | <0.1% | $38,812 | 571 | Held |
| Ishares TREAGG | <0.1% | $38,797 | 818 | +13% |
| Tidal Trust IJSTC | <0.1% | $35,721 | 1,561 | Held |
| DanaherDHR | <0.1% | $35,431 | 186 | Held |
| TargetTGT | <0.1% | $33,240 | 254 | Held |
| SS&C Technologies HoldingsSSNC | <0.1% | $33,135 | 534 | New |
| UnileverUL | <0.1% | $32,688 | 544 | Held |
| Levi StraussLEVI | <0.1% | $31,648 | 1,275 | Held |
| Union PacificUNP | <0.1% | $30,912 | 114 | Held |
| PepsiCoPEP | <0.1% | $30,573 | 226 | Held |
| US BancorpUSB | <0.1% | $29,161 | 483 | Held |
| CumminsCMI | <0.1% | $28,693 | 40 | Held |
| HersheyHSY | <0.1% | $28,663 | 163 | +6% |
| Takeda PharmaceuticalTAK | <0.1% | $28,053 | 1,750 | -30% |
| MongoDBMDB | <0.1% | $26,872 | 80 | Held |
| Kinder MorganKMI | <0.1% | $26,260 | 821 | Held |
| Profesionally Managed PortfoAKRE | <0.1% | $24,521 | 461 | Held |
| Ishares TRITA | <0.1% | $24,275 | 100 | Held |
| Delta Air LinesDAL | <0.1% | $24,218 | 259 | Held |
| Select Sector Spdr TRXLV | <0.1% | $24,212 | 153 | Held |
| Spdr Gold TRGLD | <0.1% | $23,945 | 65 | Held |
| Ishares TRIWF | <0.1% | $23,841 | 192 | New |
| Invesco Exchange Traded FD TPPA | <0.1% | $22,989 | 130 | Held |
| NisourceNI | <0.1% | $20,063 | 422 | Held |
| Peoples BancorpPEBO | <0.1% | $19,470 | 507 | -21% |
| Select Sector Spdr TRXLK | <0.1% | $19,248 | 101 | Held |
| Invesco Exchange Traded FD TPBE | <0.1% | $18,293 | 204 | Held |
| Veeva SystemsVEEV | <0.1% | $17,747 | 100 | Held |
| MerckMRK | <0.1% | $16,910 | 132 | Held |
Showing the largest 100 of 155.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 11.9% since 30 June 2025.
Where the money is
Technology30.2%
Financial services22.3%
Media & telecom15.9%
Retail & consumer13.4%
Health care7.2%
Everyday goods3.4%
Industrials1.3%
Real estate0.1%
Utilities0.0%
Energy0.0%
Materials0.0%
Other6.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.