Financial Avengers, Inc.

CIK

1844393

Location

OAKLAND, CA

Portfolio Value

Small $207,890,921

Diversification

Diversified

Filing Date

Global Rank

#4,297 / 8,698 ▼ 145 · as of Mar 2026

Top Industry

Semiconductors 14.2%

3Y Alpha vs SPY

+42.8%

Period ended 5 months ago

Filed May 19, 2026 · 3mo

22 quarters · since Dec 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

+341.0%

SPY

+76.6%

Annualised alpha

+43.1%

Max drawdown

−21.1%

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 12 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

13.8%

−0.5 pts

Top 5

55.2%

−1.0 pts

Top 10

79.2%

−1.2 pts

HHI

781

Diversified−25

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.6%	$65,665,189	28
Financial Services	25.1%	$52,231,372	14
Communication Services	16.5%	$34,341,473	11
Consumer Cyclical	13.8%	$28,747,794	14
Healthcare	8.0%	$16,557,174	19
Consumer Defensive	3.8%	$7,868,888	13
Industrials	1.0%	$2,130,745	11
Real Estate	0.1%	$151,855	7
Utilities	0.0%	$96,628	4
Unclassified	0.0%	$57,614	5
Energy	0.0%	$42,189	2

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
VZ	Verizon Communications Inc	+8,678	108,969	$5,470,243
PFE	Pfizer Inc	+8,210	118,107	$3,316,444
KVUE	Kenvue Inc.	+6,645	107,194	$1,848,024
DIS	Walt Disney Co	+286	50,553	$4,872,298
PG	PROCTER & GAMBLE Co	+270	37,488	$5,414,766
SHOP	Shopify Inc.	+201	47,560	$5,641,567
ADBE	Adobe Inc.	+159	8,551	$2,078,577
NFLX	Netflix Inc	+115	1,290	$124,033
F	Ford Motor Co	+68	8,514	$98,251
T	At&T Inc.	+54	7,164	$207,684
RIVN	Rivian Automotive, Inc. / DE	+20	40	$602
ZM	Zoom Communications, Inc.	+20	25	$2,009
MPT	Medical Properties Trust Inc	+11	691	$3,199
META	Meta Platforms, Inc.	+8	1,121	$641,357
LEVI	Levi Strauss & Co	+8	1,267	$23,426
GILD	Gilead Sciences, Inc.	+8	1,335	$186,058
NKE	NIKE, Inc.	+8	1,134	$59,897
PEBO	Peoples Bancorp Inc	+8	642	$21,102
IRM	Iron Mountain Inc	+7	618	$63,122
KMI	Kinder Morgan, Inc.	+7	814	$27,293
MCHP	Microchip Technology Inc	+6	868	$56,081
EQR	Equity Residential	+6	565	$33,419
ADP	Automatic Data Processing Inc	+6	882	$179,204
USB	US Bancorp De	+4	478	$24,860
IBM	International Business Machines Corp	+4	559	$135,496
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−14,670	164,973	$28,771,291
GOOGL	Alphabet Inc.	−8,317	80,173	$23,003,060
BAC	Bank Of America Corp /De/	−7,700	170,934	$8,333,032
SCHW	Schwab Charles Corp	−5,955	140,399	$13,194,698
AMZN	Amazon Com Inc	−4,243	106,966	$22,277,808
AAPL	Apple Inc.	−3,423	86,019	$21,830,762
JNJ	Johnson & Johnson	−2,353	47,093	$11,511,412
AXP	American Express Co	−1,353	36,860	$11,149,412
BRK-B	Berkshire Hathaway Inc	−838	36,330	$18,844,657
AMD	Advanced Micro Devices Inc	−658	2,027	$412,352
SBUX	Starbucks Corp	−341	43,813	$3,925,206
LLY	ELI LILLY & Co	−135	1,223	$1,124,878
AEP	American Electric Power Co Inc	−91	414	$54,267
MMM	3M Co	−60	10,366	$1,505,454
CLX	Clorox Co /De/	−50	425	$44,042
PEP	Pepsico Inc	−34	229	$35,561
TMO	Thermo Fisher Scientific Inc.	−21	130	$63,898
JPM	Jpmorgan Chase & Co	−21	788	$231,798
MRK	Merck & Co., Inc.	−14	131	$15,757
AVGO	Broadcom Inc.	−14	216	$66,854
APH	Amphenol Corp /De/	−12	91	$0
GLD	Spdr Gold Trust	−10	65	$27,968
AMAT	Applied Materials Inc /De	−10	80	$27,343
HSY	Hershey Co	−7	154	$32,015
MSFT	Microsoft Corp	−5	15,608	$5,777,613
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	80	$1,351
SLV	iShares Silver Trust	10	$681
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ABT	Abbott Laboratories	729	$91,336
GM	General Motors Co	302	$24,558
GIS	General Mills Inc	39	$1,813
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

128 tracked positions · $207,890,921 total · filing declares 151 positions · $219,317,511 · as of Mar 31, 2026

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

Showing 1–50 of 128 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	164,973	-14,670	$28,771,291	−14.1%	13.84%
GOOGL	Alphabet Inc. Communication Services	Reduced	80,173	-8,317	$23,003,060	−17.1%	11.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	106,966	-4,243	$22,277,808	−13.2%	10.72%
AAPL	Apple Inc. Technology	Reduced	86,019	-3,423	$21,830,762	−10.2%	10.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	36,330	-838	$18,844,657	−6.7%	9.06%
SCHW	Schwab Charles Corp Financial Services	Reduced	140,399	-5,955	$13,194,698	−9.8%	6.35%
JNJ	Johnson & Johnson Healthcare	Reduced	47,093	-2,353	$11,511,412	+12.5%	5.54%
AXP	American Express Co Financial Services	Reduced	36,860	-1,353	$11,149,412	−21.1%	5.36%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	170,934	-7,700	$8,333,032	−15.2%	4.01%
MSFT	Microsoft Corp Technology	Reduced	15,608	-5	$5,777,613	−23.5%	2.78%
SHOP	Shopify Inc. Technology	Added	47,560	+201	$5,641,567	−26.0%	2.71%
VZ	Verizon Communications Inc Communication Services	Added	108,969	+8,678	$5,470,243	+33.9%	2.63%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	37,488	+270	$5,414,766	+1.5%	2.60%
DIS	Walt Disney Co Communication Services	Added	50,553	+286	$4,872,298	−14.8%	2.34%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	43,813	-341	$3,925,206	+5.6%	1.89%
PFE	Pfizer Inc Healthcare	Added	118,107	+8,210	$3,316,444	+21.2%	1.60%
TSLA	Tesla, Inc. Consumer Cyclical	Held	5,860	0	$2,178,455	−17.3%	1.05%
ADBE	Adobe Inc. Technology	Added	8,551	+159	$2,078,577	−29.2%	1.00%
KVUE	Kenvue Inc. Consumer Defensive	Added	107,194	+6,645	$1,848,024	+6.5%	0.89%
MMM	3M Co Industrials	Reduced	10,366	-60	$1,505,454	−9.8%	0.72%
LLY	ELI LILLY & Co Healthcare	Reduced	1,223	-135	$1,124,878	−22.9%	0.54%
META	Meta Platforms, Inc. Communication Services	Added	1,121	+8	$641,357	−12.7%	0.31%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,027	-658	$412,352	−28.3%	0.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	304	-2	$302,914	+14.8%	0.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	788	-21	$231,798	−11.1%	0.11%
GE	General Electric Co Industrials	Added	815	+1	$231,272	−7.8%	0.11%
GEV	GE Vernova Inc. Industrials	Held	243	0	$212,114	+33.6%	0.10%
T	At&T Inc. Communication Services	Added	7,164	+54	$207,684	+17.6%	0.10%
V	Visa Inc. Financial Services	Added	684	+1	$206,732	−13.7%	0.10%
GILD	Gilead Sciences, Inc. Healthcare	Added	1,335	+8	$186,058	+14.2%	0.09%
ADP	Automatic Data Processing Inc Technology	Added	882	+6	$179,204	−20.5%	0.09%
ACGL	Arch Capital Group Ltd. Financial Services	Held	1,640	0	$157,423	+0.1%	0.08%
CSCO	Cisco Systems, Inc. Technology	Held	2,000	0	$155,180	+0.7%	0.07%
IBM	International Business Machines Corp Technology	Added	559	+4	$135,496	−17.6%	0.07%
NFLX	Netflix Inc Communication Services	Added	1,290	+115	$124,033	+12.6%	0.06%
GLW	Corning Inc /Ny Technology	Added	798	+1	$108,504	+55.5%	0.05%
HD	Home Depot, Inc. Consumer Cyclical	Added	325	+2	$106,889	−3.8%	0.05%
F	Ford Motor Co Consumer Cyclical	Added	8,514	+68	$98,251	−11.3%	0.05%
ASML	Asml Holding NV Technology	Held	60	0	$79,249	+23.5%	0.04%
UNH	Unitedhealth Group Inc Healthcare	Added	276	+2	$74,682	−17.4%	0.04%
WMT	Walmart Inc. Consumer Defensive	Added	568	+1	$70,591	+11.7%	0.03%
TXN	Texas Instruments Inc Technology	Reduced	362	-4	$70,278	+10.7%	0.03%
AVGO	Broadcom Inc. Technology	Reduced	216	-14	$66,854	−16.0%	0.03%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	130	-21	$63,898	−27.0%	0.03%
IRM	Iron Mountain Inc Real Estate	Added	618	+7	$63,122	+24.5%	0.03%
DBX	Dropbox, Inc. Technology	Held	2,650	0	$60,208	−18.3%	0.03%
NKE	NIKE, Inc. Consumer Cyclical	Added	1,134	+8	$59,897	−16.5%	0.03%
TIC	TIC Solutions, Inc. Industrials	Held	9,000	0	$59,220	−34.9%	0.03%
MCHP	Microchip Technology Inc Technology	Added	868	+6	$56,081	+2.1%	0.03%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	125	0	$55,817	−1.5%	0.03%

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.