Financial Partners Group, Inc

CIK

1731169

Location

Overland Park, KS

Portfolio Value

Small $201,993,206

Diversification

Diversified

Filing Date

Global Rank

#4,432 / 8,517 ▲ 144

Top Industry

Consumer Electronics 19.6%

3Y Alpha vs SPY

+14.2%

Period ended 46 days ago

Filed Jul 23, 2026 · 23d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+142.5%

SPY

+75.3%

Annualised alpha

+13.8%

Max drawdown

−21.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

86 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.1%

+1.0 pts

Top 5

62.3%

−1.3 pts

Top 10

76.0%

−0.8 pts

HHI

977

Diversified+2

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$67,440,946	20
Unclassified	28.1%	$56,789,083	9
Communication Services	11.5%	$23,212,179	5
Consumer Cyclical	9.4%	$18,965,741	4
Industrials	6.4%	$12,877,584	14
Financial Services	4.1%	$8,328,367	14
Consumer Defensive	2.4%	$4,824,887	5
Healthcare	2.0%	$3,942,803	5
Energy	1.2%	$2,472,237	5
Utilities	1.2%	$2,331,791	3
Real Estate	0.2%	$460,362	1
Basic Materials	0.2%	$347,226	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,783	51,228	$10,250,210
SPXC	SPX Technologies, Inc.	+1,000	2,094	$513,385
FSSL	FS Specialty Lending Fund	+790	23,043	$256,929
MSFT	Microsoft Corp	+780	45,284	$16,891,837
AMD	Advanced Micro Devices Inc	+619	3,275	$1,902,480
MU	Micron Technology Inc	+552	2,256	$2,604,078
PWR	Quanta Services, Inc.	+543	2,588	$1,863,463
AVGO	Broadcom Inc.	+426	1,580	$596,845
APO	Apollo Global Management, Inc.	+421	2,953	$349,369
ET	Energy Transfer LP	+386	25,224	$482,282
FSCO	FS Credit Opportunities Corp.	+354	12,465	$62,200
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+337	2,804	$1,339,106
AMZN	Amazon Com Inc	+289	69,069	$16,461,905
KKR	KKR & Co. Inc.	+283	3,398	$311,868
JNJ	Johnson & Johnson	+219	3,889	$987,689
BA	Boeing Co	+213	1,394	$301,759
ABBV	AbbVie Inc.	+212	2,252	$566,693
MRK	Merck & Co., Inc.	+180	4,545	$584,032
NFLX	Netflix Inc	+163	10,124	$722,853
LLY	ELI LILLY & Co	+127	1,319	$1,582,048
BUSE	First Busey Corp /Nv/	+110	11,272	$332,524
COST	Costco Wholesale Corp /New	+96	1,216	$1,137,531
O	Realty Income Corp	+83	7,430	$460,362
V	Visa Inc.	+77	915	$313,927
GLW	Corning Inc /Ny	+58	1,817	$464,116
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−26,716	54,421	$19,448,432
SLQT	SelectQuote, Inc.	−11,345	45,159	$37,978
SOFI	SoFi Technologies, Inc.	−10,224	21,860	$391,949
FBTC	Fidelity Wise Origin Bitcoin Fund	−5,341	19,664	$1,003,847
HODL	VanEck Bitcoin ETF	−2,183	22,325	$370,818
SPY	Spdr S&P 500 ETF Trust	−677	59,760	$44,626,975
VMC	Vulcan Materials CO	−627	1,177	$347,226
BRK-B	Berkshire Hathaway Inc	−549	4,310	$2,156,680
RTX	RTX Corp	−490	2,725	$517,014
IAU	Ishares Gold Trust	−441	7,522	$567,986
XOM	ExxonMobil Holdings Corp	−367	6,173	$843,972
VRT	Vertiv Holdings Co	−332	2,254	$754,684
EVRG	Evergy, Inc.	−307	12,431	$1,074,411
SLV	iShares Silver Trust	−302	8,602	$459,948
CSCO	Cisco Systems, Inc.	−287	9,346	$1,097,781
COP	Conocophillips	−195	2,123	$220,707
AAPL	Apple Inc.	−132	98,158	$28,402,998
LRCX	Lam Research Corp	−124	1,038	$449,796
PLTR	Palantir Technologies Inc.	−109	3,822	$445,912
WMT	Walmart Inc.	−103	22,148	$2,508,482
CVX	Chevron Corp	−96	4,217	$699,009
VZ	Verizon Communications Inc	−88	4,736	$200,522
ORCL	Oracle Corp	−84	4,104	$601,441
MPC	Marathon Petroleum Corp	−69	885	$226,267
QQQ	Invesco Qqq Trust, Series 1	−50	11,012	$8,109,236
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	284	$333,660
INTC	Intel Corp	2,368	$330,643
PANW	Palo Alto Networks Inc	791	$269,746
ETN	Eaton Corp plc	551	$234,792
MS	Morgan Stanley	1,102	$230,362
MAS	Masco Corp /De/	2,675	$217,664
SNDK	Sandisk Corp	90	$204,635
STX	Seagate Technology Holdings plc	210	$202,650
APP	AppLovin Corp	393	$202,485
QCOM	Qualcomm Inc/De	1,087	$200,866
PEP	Pepsico Inc	1,478	$200,121
CRWD	CrowdStrike Holdings, Inc.	541	$103,214
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AGGH	Simplify Aggregate Bond ETF	54,307	$1,105,147
VIG	Vanguard Dividend Appreciation ETF	5,048	$1,085,622
CGNG	Capital Group New Geography Equity ETF	15,956	$503,730
BIBL	Inspire 100 ETF	7,101	$334,812
CRM	Salesforce, Inc.	1,226	$228,857
ISRG	Intuitive Surgical Inc	447	$206,062
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $201,993,206 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	59,760	-677	$44,626,975	+13.5%	22.09%
AAPL	Apple Inc. Technology	Reduced	98,158	-132	$28,402,998	+13.9%	14.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	54,421	-26,716	$19,448,432	−16.6%	9.63%
MSFT	Microsoft Corp Technology	Added	45,284	+780	$16,891,837	+2.5%	8.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	69,069	+289	$16,461,905	+14.9%	8.15%
NVDA	Nvidia Corp Technology	Added	51,228	+1,783	$10,250,210	+18.9%	5.07%
QQQ	Invesco Qqq Trust, Series 1	Reduced	11,012	-50	$8,109,236	+27.0%	4.01%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	47,635	+8	$4,127,572	+10.2%	2.04%
META	Meta Platforms, Inc. Communication Services	Added	4,683	+52	$2,637,887	−0.4%	1.31%
MU	Micron Technology Inc Technology	Added	2,256	+552	$2,604,078	+352.3%	1.29%
WMT	Walmart Inc. Consumer Defensive	Reduced	22,148	-103	$2,508,482	−9.3%	1.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,310	-549	$2,156,680	−29.2%	1.07%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,143	-26	$2,010,788	+10.8%	1.00%
AMD	Advanced Micro Devices Inc Technology	Added	3,275	+619	$1,902,480	+252.1%	0.94%
PWR	Quanta Services, Inc. Industrials	Added	2,588	+543	$1,863,463	+66.0%	0.92%
CAT	Caterpillar Inc Industrials	Added	1,628	+3	$1,733,657	+50.6%	0.86%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,040	-15	$1,699,224	+12.7%	0.84%
LLY	ELI LILLY & Co Healthcare	Added	1,319	+127	$1,582,048	+44.3%	0.78%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,804	+337	$1,339,106	+60.6%	0.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,216	+96	$1,137,531	+1.9%	0.56%
CSCO	Cisco Systems, Inc. Technology	Reduced	9,346	-287	$1,097,781	+46.9%	0.54%
UNP	Union Pacific Corp Industrials	Reduced	4,010	-3	$1,090,720	+12.0%	0.54%
GLD	Spdr Gold Trust	Added	2,927	+20	$1,078,248	−13.8%	0.53%
EVRG	Evergy, Inc. Utilities	Reduced	12,431	-307	$1,074,411	+3.0%	0.53%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	19,664	-5,341	$1,003,847	−32.0%	0.50%
GS	Goldman Sachs Group Inc Financial Services	Added	978	+19	$989,119	+21.9%	0.49%
JNJ	Johnson & Johnson Healthcare	Added	3,889	+219	$987,689	+10.1%	0.49%
NEE	Nextera Energy Inc Utilities	Added	10,892	+21	$955,990	−5.3%	0.47%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,173	-367	$843,972	−23.9%	0.42%
VRT	Vertiv Holdings Co Industrials	Reduced	2,254	-332	$754,684	+16.5%	0.37%
NFLX	Netflix Inc Communication Services	Added	10,124	+163	$722,853	−24.5%	0.36%
CVX	Chevron Corp Energy	Reduced	4,217	-96	$699,009	−21.7%	0.35%
BX	Blackstone Inc. Financial Services	Reduced	5,490	-18	$646,008	+2.0%	0.32%
AMAT	Applied Materials Inc /De Technology	Added	892	+7	$644,916	+113.2%	0.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,369	-46	$640,670	+0.5%	0.32%
ORCL	Oracle Corp Technology	Reduced	4,104	-84	$601,441	−2.4%	0.30%
AVGO	Broadcom Inc. Technology	Added	1,580	+426	$596,845	+67.1%	0.30%
MRK	Merck & Co., Inc. Healthcare	Added	4,545	+180	$584,032	+11.2%	0.29%
IAU	Ishares Gold Trust	Reduced	7,522	-441	$567,986	−19.1%	0.28%
ABBV	AbbVie Inc. Healthcare	Added	2,252	+212	$566,693	+27.7%	0.28%
URI	United Rentals, Inc. Industrials	Added	480	+1	$543,787	+55.8%	0.27%
RTX	RTX Corp Industrials	Reduced	2,725	-490	$517,014	−16.6%	0.26%
SPXC	SPX Technologies, Inc. Industrials	Added	2,094	+1,000	$513,385	+134.7%	0.25%
ET	Energy Transfer LP Energy	Added	25,224	+386	$482,282	+0.6%	0.24%
GLW	Corning Inc /Ny Technology	Added	1,817	+58	$464,116	+94.1%	0.23%
O	Realty Income Corp Real Estate	Added	7,430	+83	$460,362	+2.4%	0.23%
SLV	iShares Silver Trust	Reduced	8,602	-302	$459,948	−24.2%	0.23%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,698	-21	$458,986	−14.1%	0.23%
LRCX	Lam Research Corp Technology	Reduced	1,038	-124	$449,796	+81.2%	0.22%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,822	-109	$445,912	−22.5%	0.22%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.