Financial Partners Group, Inc

CIK

1731169

Location

Overland Park, KS

Portfolio Value

Micro $55,581,219

Diversification

Diversified

Filing Date

Global Rank

#4,511 / 8,588 ▼ 72

Top Industry

Consumer Electronics 20.1%

3Y Alpha vs SPY

-0.8%

Period ended 3 months ago

Filed Apr 13, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+73.4%

SPY

+76.8%

Annualised alpha

-0.8%

Max drawdown

−21.8%

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

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

Top Position

22.5%

+0.7 pts

Top 5

63.4%

−1.2 pts

Top 10

77.2%

−0.9 pts

HHI

1,007

Diversified−5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.8%	$55,581,219	15
Unclassified	29.1%	$50,749,263	9
Communication Services	11.2%	$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
Energy	1.7%	$3,020,231	5
Utilities	1.3%	$2,355,784	3
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
XOM	Exxon Mobil Corp	+82	6,540	$1,109,576
MCD	Mcdonalds Corp	+80	1,719	$534,248
JNJ	Johnson & Johnson	+78	3,670	$897,094
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	$205,377
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $55,581,219 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	98,290	-818	$24,945,019	−7.4%	44.88%
MSFT	Microsoft Corp Technology	Added	44,504	+406	$16,474,045	−22.8%	29.64%
NVDA	Nvidia Corp Technology	Added	49,445	+441	$8,623,208	−5.6%	15.51%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,467	-172	$833,722	+4.0%	1.50%
CSCO	Cisco Systems, Inc. Technology	Held	9,633	0	$747,424	+0.7%	1.34%
ORCL	Oracle Corp Technology	Held	4,188	0	$616,096	−24.5%	1.11%
MU	Micron Technology Inc Technology	Added	1,704	+128	$575,679	+28.0%	1.04%
PLTR	Palantir Technologies Inc. Technology	Added	3,931	+129	$575,026	−14.9%	1.03%
AMD	Advanced Micro Devices Inc Technology	Added	2,656	+539	$540,310	+19.2%	0.97%
AVGO	Broadcom Inc. Technology	Added	1,154	+12	$357,174	−9.6%	0.64%
AMAT	Applied Materials Inc /De Technology	Reduced	885	-3	$302,484	+32.5%	0.54%
ASML	Asml Holding NV Technology	Reduced	208	-13	$274,732	+16.2%	0.49%
LRCX	Lam Research Corp Technology	Held	1,162	0	$248,272	+24.8%	0.45%
GLW	Corning Inc /Ny Technology	NEW	1,759	NEW	$239,171	NEW	0.43%
CRM	Salesforce, Inc. Technology	NEW	1,226	NEW	$228,857	NEW	0.41%