Professional Financial Advisors, LLC

CIK

1798221

Location

NORTH PLATTE, NE

Portfolio Value

Micro $52,754,184

Diversification

Diversified

Filing Date

Global Rank

#2,349 / 3,203 ▲ 4510

Top Industry

Credit Services 15.5%

3Y Alpha vs SPY

-3.5%

Period ended 30 days ago

Filed Jul 9, 2026 · 21d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 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

+52.8%

SPY

+65.3%

Annualised alpha

-3.1%

Max drawdown

−15.3%

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. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.3%

−0.0 pts

Top 5

38.3%

−2.5 pts

Top 10

59.7%

−2.2 pts

HHI

499

Diversified−10

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	25.4%	$13,423,343	9
Financial Services	23.2%	$12,251,513	7
Technology	21.6%	$11,405,479	9
Industrials	10.2%	$5,405,258	3
Consumer Cyclical	8.1%	$4,248,690	3
Consumer Defensive	4.9%	$2,580,184	2
Communication Services	4.5%	$2,391,410	2
Energy	1.1%	$569,185	2
Healthcare	0.9%	$479,122	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
COF	Capital One Financial Corp	+8,408	9,710	$1,948,020
ORLY	O Reilly Automotive Inc	+7,312	15,985	$1,472,058
AMZN	Amazon Com Inc	+5,420	9,984	$2,379,586
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+3,690	4,449	$2,124,708
GBTC	Grayscale Bitcoin Trust ETF	+3,004	28,390	$1,292,312
META	Meta Platforms, Inc.	+2,461	3,611	$2,034,040
MSFT	Microsoft Corp	+657	8,170	$3,047,573
V	Visa Inc.	+503	5,991	$2,055,452
MA	Mastercard Inc	+360	3,703	$1,901,860
QQQ	Invesco Qqq Trust, Series 1	+161	3,614	$2,661,349
BRK-B	Berkshire Hathaway Inc	+124	10,829	$5,418,723
ABBV	AbbVie Inc.	+103	1,904	$479,122
PG	PROCTER & GAMBLE Co	+99	3,356	$492,123
GLDM	World Gold Trust	+60	3,386	$268,916
NVDA	Nvidia Corp	+58	3,483	$696,913
ANET	Arista Networks, Inc.	+52	2,292	$389,364
SPY	Spdr S&P 500 ETF Trust	+20	483	$360,689
ORCL	Oracle Corp	+18	1,751	$256,609
LMT	Lockheed Martin Corp	+3	417	$212,444
AMAT	Applied Materials Inc /De	+1	1,443	$1,043,289
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
SCHW	Schwab Charles Corp	−17,962	3,829	$353,301
UGA	United States Gasoline Fund, LP	−3,858	13,935	$1,434,886
AAPL	Apple Inc.	−3,150	9,125	$2,640,410
WMT	Walmart Inc.	−1,994	18,436	$2,088,061
TSLA	Tesla, Inc.	−1,534	944	$397,046
SLV	iShares Silver Trust	−429	29,772	$1,591,908
DELL	Dell Technologies Inc.	−199	2,198	$948,349
GLD	Spdr Gold Trust	−115	11,082	$4,082,387
WFC	Wells Fargo & Company/Mn	−102	4,410	$364,442
GOOGL	Alphabet Inc.	−20	1,000	$357,370
UNP	Union Pacific Corp	−2	18,316	$4,981,952
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
USO	United States Oil Fund, LP	11,069	$1,178,184
GDLC	Grayscale CoinDesk Crypto 5 ETF	20,944	$552,712
LRCX	Lam Research Corp	596	$258,264
GWW	W.W. Grainger, Inc.	155	$210,862
AXP	American Express Co	620	$209,715
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
BOKF	Bok Financial Corp	9,448	$1,209,910
AMT	American Tower Corp /Ma/	6,379	$1,100,887
CPRT	Copart Inc	30,830	$1,023,556
CAG	Conagra Brands Inc.	45,597	$716,784
LW	Lamb Weston Holdings, Inc.	15,414	$651,395
IBM	International Business Machines Corp	1,237	$299,836
HD	Home Depot, Inc.	851	$279,885
ROK	Rockwell Automation, Inc	700	$251,216
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 tracked positions · $52,754,184 total · as of Jun 30, 2026

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
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,829	+124	$5,418,723	+5.6%	10.27%
UNP	Union Pacific Corp Industrials	Reduced	18,316	-2	$4,981,952	+12.1%	9.44%
GLD	Spdr Gold Trust	Reduced	11,082	-115	$4,082,387	−15.3%	7.74%
MSFT	Microsoft Corp Technology	Added	8,170	+657	$3,047,573	+9.6%	5.78%
QQQ	Invesco Qqq Trust, Series 1	Added	3,614	+161	$2,661,349	+33.5%	5.04%
AAPL	Apple Inc. Technology	Reduced	9,125	-3,150	$2,640,410	−15.2%	5.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,984	+5,420	$2,379,586	+150.3%	4.51%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,449	+3,690	$2,124,708	+728.3%	4.03%
WMT	Walmart Inc. Consumer Defensive	Reduced	18,436	-1,994	$2,088,061	−17.8%	3.96%
V	Visa Inc. Financial Services	Added	5,991	+503	$2,055,452	+23.9%	3.90%
META	Meta Platforms, Inc. Communication Services	Added	3,611	+2,461	$2,034,040	+209.1%	3.86%
COF	Capital One Financial Corp Financial Services	Added	9,710	+8,408	$1,948,020	+720.1%	3.69%
MA	Mastercard Inc Financial Services	Added	3,703	+360	$1,901,860	+13.9%	3.61%
SLV	iShares Silver Trust	Reduced	29,772	-429	$1,591,908	−22.6%	3.02%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	15,985	+7,312	$1,472,058	+83.9%	2.79%
UGA	United States Gasoline Fund, LP	Reduced	13,935	-3,858	$1,434,886	−22.0%	2.72%
GBTC	Grayscale Bitcoin Trust ETF	Added	28,390	+3,004	$1,292,312	−3.5%	2.45%
USO	United States Oil Fund, LP	NEW	11,069	NEW	$1,178,184	NEW	2.23%
AMAT	Applied Materials Inc /De Technology	Added	1,443	+1	$1,043,289	+111.7%	1.98%
DELL	Dell Technologies Inc. Technology	Reduced	2,198	-199	$948,349	+141.1%	1.80%
NVDA	Nvidia Corp Technology	Added	3,483	+58	$696,913	+16.7%	1.32%
GDLC	Grayscale CoinDesk Crypto 5 ETF	NEW	20,944	NEW	$552,712	NEW	1.05%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,356	+99	$492,123	+4.6%	0.93%
ABBV	AbbVie Inc. Healthcare	Added	1,904	+103	$479,122	+22.3%	0.91%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	944	-1,534	$397,046	−56.9%	0.75%
ANET	Arista Networks, Inc. Technology	Added	2,292	+52	$389,364	+41.6%	0.74%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	4,410	-102	$364,442	+1.5%	0.69%
SPY	Spdr S&P 500 ETF Trust	Added	483	+20	$360,689	+19.8%	0.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,000	-20	$357,370	+21.8%	0.68%
SCHW	Schwab Charles Corp Financial Services	Reduced	3,829	-17,962	$353,301	−82.7%	0.67%
ET	Energy Transfer LP Energy	Held	16,401	0	$313,587	−0.9%	0.59%
GLDM	World Gold Trust	Added	3,386	+60	$268,916	−12.8%	0.51%
LRCX	Lam Research Corp Technology	NEW	596	NEW	$258,264	NEW	0.49%
ORCL	Oracle Corp Technology	Added	1,751	+18	$256,609	+0.7%	0.49%
LPG	Dorian Lpg Ltd. Energy	Held	7,349	0	$255,598	+1.7%	0.48%
LMT	Lockheed Martin Corp Industrials	Added	417	+3	$212,444	−15.1%	0.40%
GWW	W.W. Grainger, Inc. Industrials	NEW	155	NEW	$210,862	NEW	0.40%
AXP	American Express Co Financial Services	NEW	620	NEW	$209,715	NEW	0.40%

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.