Vishria Bird Financial Group, LLC

CIK

1746438

Location

MEMPHIS, TN

Portfolio Value

Small $175,461,718

Diversification

Diversified

Filing Date

Global Rank

#4,466 / 7,986 ▲ 180 · as of Sep 2025

Top Industry

Internet Content & Information 20.9%

3Y Alpha vs SPY

-2.7%

Period ended 9 months ago

Filed Oct 21, 2025 · 9mo

23 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

+71.0%

SPY

+76.5%

Annualised alpha

-1.3%

Max drawdown

−26.1%

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

43 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

16.8%

+2.2 pts

Top 5

64.1%

−0.6 pts

Top 10

88.3%

−1.7 pts

HHI

1,003

Diversified−8

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Technology	29.7%	$52,130,040	10
Unclassified	17.9%	$31,467,656	5
Communication Services	17.5%	$30,769,356	5
Industrials	14.5%	$25,426,721	3
Consumer Cyclical	10.6%	$18,626,484	5
Financial Services	7.8%	$13,662,537	8
Healthcare	1.0%	$1,827,831	5
Energy	0.5%	$820,707	1
Consumer Defensive	0.4%	$730,386	1

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IOT	Samsara Inc.	+9,570	25,122	$935,794
FDX	Fedex Corp	+7,508	102,647	$24,205,189
NVDA	Nvidia Corp	+2,878	6,622	$1,235,532
COIN	Coinbase Global, Inc.	+1,396	4,278	$1,443,782
ABNB	Airbnb, Inc.	+1,050	6,288	$763,488
HOOD	Robinhood Markets, Inc.	+828	5,759	$824,573
MSFT	Microsoft Corp	+431	35,377	$18,323,517
MRK	Merck & Co., Inc.	+364	6,119	$513,567
AMRX	Amneal Pharmaceuticals, Inc.	+272	42,064	$421,060
JPM	Jpmorgan Chase & Co	+162	2,075	$654,517
ORCL	Oracle Corp	+149	3,766	$1,059,149
UBER	Uber Technologies, Inc	+144	2,556	$250,411
WMT	Walmart Inc.	+118	7,087	$730,386
ABBV	AbbVie Inc.	+102	1,644	$380,651
AMZN	Amazon Com Inc	+79	72,610	$15,942,977
CVX	Chevron Corp	+65	5,285	$820,707
FHN	First Horizon Corp	+63	19,223	$434,632
JNJ	Johnson & Johnson	+50	2,585	$479,310
BAC	Bank Of America Corp /De/	+45	5,353	$276,161
IBM	International Business Machines Corp	+36	1,230	$347,056
AXP	American Express Co	+31	1,258	$417,857
RTX	RTX Corp	+31	2,712	$453,798
NFLX	Netflix Inc	+21	243	$29,133
AMP	Ameriprise Financial Inc	+10	2,638	$1,295,917
HD	Home Depot, Inc.	+9	1,094	$443,277
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
AMPL	Amplitude, Inc.	−69,779	108,430	$1,162,369
AAPL	Apple Inc.	−1,101	96,839	$24,658,114
GOOGL	Alphabet Inc.	−295	121,008	$29,417,044
IBIT	iShares Bitcoin Trust ETF	−134	123,700	$8,040,500
BX	Blackstone Inc.	−124	48,669	$8,315,098
TSLA	Tesla, Inc.	−105	2,785	$1,238,545
QQQ	Invesco Qqq Trust, Series 1	−93	24,344	$14,615,407
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	11,383	$3,755,365
META	Meta Platforms, Inc.	830	$609,535
APP	AppLovin Corp	571	$410,286
RBLX	Roblox Corp	2,190	$303,358
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
PM	Philip Morris International Inc.	1,132	$206,171
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 positions · $175,461,718 total · as of Sep 30, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	121,008	-295	$29,417,044	+37.6%	16.77%
AAPL	Apple Inc. Technology	Reduced	96,839	-1,101	$24,658,114	+22.7%	14.05%
FDX	Fedex Corp Industrials	Added	102,647	+7,508	$24,205,189	+11.9%	13.80%
MSFT	Microsoft Corp Technology	Added	35,377	+431	$18,323,517	+5.4%	10.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	72,610	+79	$15,942,977	+0.2%	9.09%
QQQ	Invesco Qqq Trust, Series 1	Reduced	24,344	-93	$14,615,407	+8.4%	8.33%
BX	Blackstone Inc. Financial Services	Reduced	48,669	-124	$8,315,098	+13.9%	4.74%
IBIT	iShares Bitcoin Trust ETF	Reduced	123,700	-134	$8,040,500	+6.1%	4.58%
SPY	Spdr S&P 500 ETF Trust	Held	11,576	0	$7,711,699	+7.8%	4.40%
AVGO	Broadcom Inc. Technology	NEW	11,383	NEW	$3,755,365	NEW	2.14%
COIN	Coinbase Global, Inc. Financial Services	Added	4,278	+1,396	$1,443,782	+42.9%	0.82%
AMP	Ameriprise Financial Inc Financial Services	Added	2,638	+10	$1,295,917	−7.6%	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,785	-105	$1,238,545	+34.9%	0.71%
NVDA	Nvidia Corp Technology	Added	6,622	+2,878	$1,235,532	+108.9%	0.70%
AMPL	Amplitude, Inc. Technology	Reduced	108,430	-69,779	$1,162,369	−47.4%	0.66%
ORCL	Oracle Corp Technology	Added	3,766	+149	$1,059,149	+33.9%	0.60%
IOT	Samsara Inc. Technology	Added	25,122	+9,570	$935,794	+51.3%	0.53%
HOOD	Robinhood Markets, Inc. Financial Services	Added	5,759	+828	$824,573	+78.6%	0.47%
CVX	Chevron Corp Energy	Added	5,285	+65	$820,707	+9.8%	0.47%
CAT	Caterpillar Inc Industrials	Added	1,609	+2	$767,734	+23.1%	0.44%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	6,288	+1,050	$763,488	+10.1%	0.44%
WMT	Walmart Inc. Consumer Defensive	Added	7,087	+118	$730,386	+7.2%	0.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,075	+162	$654,517	+18.0%	0.37%
META	Meta Platforms, Inc. Communication Services	NEW	830	NEW	$609,535	NEW	0.35%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	989	0	$589,473	+5.2%	0.34%
MRK	Merck & Co., Inc. Healthcare	Added	6,119	+364	$513,567	+12.7%	0.29%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,101	0	$510,577	+5.2%	0.29%
JNJ	Johnson & Johnson Healthcare	Added	2,585	+50	$479,310	+23.8%	0.27%
RTX	RTX Corp Industrials	Added	2,712	+31	$453,798	+15.9%	0.26%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,094	+9	$443,277	+11.4%	0.25%
FHN	First Horizon Corp Financial Services	Added	19,223	+63	$434,632	+7.0%	0.25%
AMRX	Amneal Pharmaceuticals, Inc. Healthcare	Added	42,064	+272	$421,060	+24.5%	0.24%
AXP	American Express Co Financial Services	Added	1,258	+31	$417,857	+6.8%	0.24%
APP	AppLovin Corp Communication Services	NEW	571	NEW	$410,286	NEW	0.23%
SHOP	Shopify Inc. Technology	Held	2,710	0	$402,733	+28.8%	0.23%
ABBV	AbbVie Inc. Healthcare	Added	1,644	+102	$380,651	+33.0%	0.22%
IBM	International Business Machines Corp Technology	Added	1,230	+36	$347,056	−1.4%	0.20%
RBLX	Roblox Corp Communication Services	NEW	2,190	NEW	$303,358	NEW	0.17%
BAC	Bank Of America Corp /De/ Financial Services	Added	5,353	+45	$276,161	+9.9%	0.16%
UBER	Uber Technologies, Inc Technology	Added	2,556	+144	$250,411	+11.3%	0.14%
PKG	Packaging Corp Of America Consumer Cyclical	Added	1,093	+2	$238,197	+15.9%	0.14%
GERN	Geron Corp Healthcare	Held	24,265	0	$33,243	−2.8%	0.02%
NFLX	Netflix Inc Communication Services	Added	243	+21	$29,133	−2.0%	0.02%