Financial Partners Group, Inc

CIK

1731169

Location

Overland Park, KS

Portfolio Value

Small $173,546,457

Diversification

Diversified

Filing Date

Global Rank

#4,508 / 8,603 ▼ 63 · as of Mar 2026

Top Industry

Consumer Electronics 20.3%

3Y Alpha vs SPY

-0.8%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.0%

SPY

+76.5%

Annualised alpha

-0.8%

Max drawdown

−21.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.6%

+0.7 pts

Top 5

63.8%

−1.1 pts

Top 10

77.7%

−0.7 pts

HHI

1,019

Diversified−1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.0%	$55,581,219	15
Unclassified	29.2%	$50,749,263	9
Communication Services	11.3%	$19,553,099	4
Consumer Cyclical	9.6%	$16,692,105	4
Industrials	5.6%	$9,758,431	11
Financial Services	4.5%	$7,788,263	13
Consumer Defensive	2.8%	$4,833,675	4
Healthcare	1.9%	$3,383,245	6
Utilities	1.4%	$2,355,784	3
Energy	1.1%	$1,910,655	4
Basic Materials	0.3%	$491,229	1
Real Estate	0.3%	$449,489	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLQT	SelectQuote, Inc.	+5,000	56,504	$35,597
HODL	VanEck Bitcoin ETF	+4,038	24,508	$469,573
IAU	Ishares Gold Trust	+1,250	7,963	$702,018
SLV	iShares Silver Trust	+1,008	8,904	$606,718
KKR	KKR & Co. Inc.	+694	3,115	$288,137
BX	Blackstone Inc.	+688	5,508	$633,364
AMD	Advanced Micro Devices Inc	+539	2,656	$540,310
O	Realty Income Corp	+532	7,347	$449,489
NVDA	Nvidia Corp	+441	49,445	$8,623,208
AMZN	Amazon Com Inc	+434	68,780	$14,324,810
MSFT	Microsoft Corp	+406	44,504	$16,474,045
PG	PROCTER & GAMBLE Co	+365	4,415	$637,702
WMT	Walmart Inc.	+245	22,251	$2,765,354
ET	Energy Transfer LP	+245	24,838	$479,373
FSCO	FS Credit Opportunities Corp.	+241	12,111	$61,766
APO	Apollo Global Management, Inc.	+183	2,532	$282,115
CVX	Chevron Corp	+160	4,313	$892,359
PLTR	Palantir Technologies Inc.	+129	3,931	$575,026
MU	Micron Technology Inc	+128	1,704	$575,679
SO	Southern Co	+88	3,135	$302,590
V	Visa Inc.	+83	838	$253,277
NFLX	Netflix Inc	+82	9,961	$957,750
MCD	Mcdonalds Corp	+80	1,719	$534,248
JNJ	Johnson & Johnson	+78	3,670	$897,094
TSLA	Tesla, Inc.	+60	4,055	$1,507,446
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
SOFI	SoFi Technologies, Inc.	−11,465	32,084	$509,493
BRK-B	Berkshire Hathaway Inc	−1,500	4,858	$2,327,953
FSSL	FS Specialty Lending Fund	−1,078	22,253	$278,385
AAPL	Apple Inc.	−818	98,290	$24,945,019
FBTC	Fidelity Wise Origin Bitcoin Fund	−798	25,005	$1,476,045
COST	Costco Wholesale Corp /New	−777	1,120	$1,116,001
PWR	Quanta Services, Inc.	−749	2,045	$1,122,745
GLD	Spdr Gold Trust	−644	2,907	$1,250,853
SPY	Spdr S&P 500 ETF Trust	−271	60,437	$39,304,598
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−172	2,467	$833,722
VRT	Vertiv Holdings Co	−150	2,586	$647,999
VMC	Vulcan Materials CO	−137	1,804	$491,229
GOOGL	Alphabet Inc.	−103	54,610	$15,703,651
CP	Canadian Pacific Kansas City Ltd/Cn	−80	47,627	$3,746,339
ABBV	AbbVie Inc.	−77	2,040	$443,679
EVRG	Evergy, Inc.	−76	12,738	$1,043,496
QQQ	Invesco Qqq Trust, Series 1	−46	11,062	$6,384,765
CAT	Caterpillar Inc	−25	1,625	$1,151,247
BA	Boeing Co	−20	1,181	$235,054
ASML	Asml Holding NV	−13	208	$274,732
UNP	Union Pacific Corp	−10	4,013	$973,634
AMAT	Applied Materials Inc /De	−3	885	$302,484
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VZ	Verizon Communications Inc	4,824	$242,164
GLW	Corning Inc /Ny	1,759	$239,171
MPC	Marathon Petroleum Corp	954	$232,947
CRM	Salesforce, Inc.	1,226	$228,857
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
PECO	Phillips Edison & Company, Inc.	9,554	$339,835
QCOM	Qualcomm Inc/De	1,822	$311,653
APP	AppLovin Corp	436	$293,785
TMO	Thermo Fisher Scientific Inc.	425	$246,266
IBIT	iShares Bitcoin Trust ETF	4,367	$216,821
NRG	Nrg Energy, Inc.	1,325	$210,993
SPGI	S&P Global Inc.	393	$194,302
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 positions · $173,546,457 total · as of Mar 31, 2026

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

Showing 1–50 of 75 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	60,437	-271	$39,304,598	−5.1%	22.65%
AAPL	Apple Inc. Technology	Reduced	98,290	-818	$24,945,019	−7.4%	14.37%
MSFT	Microsoft Corp Technology	Added	44,504	+406	$16,474,045	−22.8%	9.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	54,610	-103	$15,703,651	−8.3%	9.05%
AMZN	Amazon Com Inc Consumer Cyclical	Added	68,780	+434	$14,324,810	−9.2%	8.25%
NVDA	Nvidia Corp Technology	Added	49,445	+441	$8,623,208	−5.6%	4.97%
QQQ	Invesco Qqq Trust, Series 1	Reduced	11,062	-46	$6,384,765	−6.4%	3.68%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	47,627	-80	$3,746,339	+6.7%	2.16%
WMT	Walmart Inc. Consumer Defensive	Added	22,251	+245	$2,765,354	+12.8%	1.59%
META	Meta Platforms, Inc. Communication Services	Added	4,631	+48	$2,649,534	−12.4%	1.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,858	-1,500	$2,327,953	−27.2%	1.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,169	+23	$1,814,673	−8.4%	1.05%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,055	+60	$1,507,446	−16.1%	0.87%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	25,005	-798	$1,476,045	−25.0%	0.85%
GLD	Spdr Gold Trust	Reduced	2,907	-644	$1,250,853	−11.1%	0.72%
CAT	Caterpillar Inc Industrials	Reduced	1,625	-25	$1,151,247	+21.8%	0.66%
PWR	Quanta Services, Inc. Industrials	Reduced	2,045	-749	$1,122,745	−4.8%	0.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,120	-777	$1,116,001	−31.8%	0.64%
LLY	ELI LILLY & Co Healthcare	Added	1,192	+32	$1,096,365	−12.1%	0.63%
EVRG	Evergy, Inc. Utilities	Reduced	12,738	-76	$1,043,496	+12.3%	0.60%
NEE	Nextera Energy Inc Utilities	Added	10,871	+14	$1,009,698	+15.8%	0.58%
UNP	Union Pacific Corp Industrials	Reduced	4,013	-10	$973,634	+4.6%	0.56%
NFLX	Netflix Inc Communication Services	Added	9,961	+82	$957,750	+3.4%	0.55%
JNJ	Johnson & Johnson Healthcare	Added	3,670	+78	$897,094	+20.7%	0.52%
CVX	Chevron Corp Energy	Added	4,313	+160	$892,359	+41.0%	0.51%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,467	-172	$833,722	+4.0%	0.48%
GS	Goldman Sachs Group Inc Financial Services	Held	959	0	$811,304	−3.8%	0.47%
CSCO	Cisco Systems, Inc. Technology	Held	9,633	0	$747,424	+0.7%	0.43%
IAU	Ishares Gold Trust	Added	7,963	+1,250	$702,018	+28.8%	0.40%
VRT	Vertiv Holdings Co Industrials	Reduced	2,586	-150	$647,999	+46.2%	0.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,415	+365	$637,702	+9.9%	0.37%
BX	Blackstone Inc. Financial Services	Added	5,508	+688	$633,364	−14.8%	0.36%
RTX	RTX Corp Industrials	Added	3,215	+10	$620,173	+5.5%	0.36%
ORCL	Oracle Corp Technology	Held	4,188	0	$616,096	−24.5%	0.36%
SLV	iShares Silver Trust	Added	8,904	+1,008	$606,718	+19.3%	0.35%
MU	Micron Technology Inc Technology	Added	1,704	+128	$575,679	+28.0%	0.33%
PLTR	Palantir Technologies Inc. Technology	Added	3,931	+129	$575,026	−14.9%	0.33%
AMD	Advanced Micro Devices Inc Technology	Added	2,656	+539	$540,310	+19.2%	0.31%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,719	+80	$534,248	+6.7%	0.31%
MRK	Merck & Co., Inc. Healthcare	Held	4,365	0	$525,065	+14.3%	0.30%
SOFI	SoFi Technologies, Inc. Financial Services	Reduced	32,084	-11,465	$509,493	−55.3%	0.29%
VMC	Vulcan Materials CO Basic Materials	Reduced	1,804	-137	$491,229	−11.3%	0.28%
ET	Energy Transfer LP Energy	Added	24,838	+245	$479,373	+18.2%	0.28%
HODL	VanEck Bitcoin ETF	Added	24,508	+4,038	$469,573	−7.2%	0.27%
O	Realty Income Corp Real Estate	Added	7,347	+532	$449,489	+17.0%	0.26%
ABBV	AbbVie Inc. Healthcare	Reduced	2,040	-77	$443,679	−8.3%	0.26%
AVGO	Broadcom Inc. Technology	Added	1,154	+12	$357,174	−9.6%	0.21%
GD	General Dynamics Corp Industrials	Added	1,031	+10	$353,859	+2.9%	0.20%
URI	United Rentals, Inc. Industrials	Added	479	+5	$348,980	−9.0%	0.20%
LMT	Lockheed Martin Corp Industrials	Added	562	+3	$339,667	+25.6%	0.20%