Financial Avengers, Inc.

CIK

1844393

Location

OAKLAND, CA

Portfolio Value

Small $185,341,011

Diversification

Diversified

Filing Date

Global Rank

#4,040 / 8,232 ▼ 17

Top Industry

Semiconductors 15.9%

3Y Alpha vs SPY

-2.6%

Period ended 2 months ago

Filed May 19, 2026 · 26d

22 quarters · since Dec 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

+65.1%

SPY

+76.3%

Annualised alpha

-2.6%

Max drawdown

−20.7%

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

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

Top Position

15.5%

−0.7 pts

Top 5

55.8%

−0.6 pts

Top 10

78.7%

−1.6 pts

HHI

815

Diversified−22

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.4%	$65,676,686	28
Financial Services	27.4%	$50,795,092	14
Consumer Cyclical	15.5%	$28,747,794	14
Healthcare	8.9%	$16,557,174	19
Communication Services	7.1%	$13,242,060	11
Consumer Defensive	4.2%	$7,868,888	13
Industrials	1.1%	$2,130,745	11
Real Estate	0.1%	$151,855	7
Utilities	0.1%	$96,628	4
Energy	0.0%	$42,189	2
Unclassified	0.0%	$31,900	3

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
ZM	Zoom Communications, Inc.	+20	25	$2,009
RIVN	Rivian Automotive, Inc. / DE	+20	40	$602
MPT	Medical Properties Trust Inc	+11	691	$3,199
META	Meta Platforms, Inc.	+8	1,121	$641,357
PEBO	Peoples Bancorp Inc	+8	642	$21,102
GILD	Gilead Sciences, Inc.	+8	1,335	$186,058
NKE	NIKE, Inc.	+8	1,134	$59,897
LEVI	Levi Strauss & Co	+8	1,267	$23,426
IRM	Iron Mountain Inc	+7	618	$63,122
KMI	Kinder Morgan, Inc.	+7	814	$27,293
EQR	Equity Residential	+6	565	$33,419
ADP	Automatic Data Processing Inc	+6	882	$179,204
MCHP	Microchip Technology Inc	+6	868	$56,081
USB	US Bancorp De	+4	478	$24,860
PBI	Pitney Bowes Inc /De/	+4	420	$4,641
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
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
GOOGL	Alphabet Inc.	−1,234	6,620	$1,903,647
BRK-B	Berkshire Hathaway Inc	−838	36,328	$17,408,377
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
JPM	Jpmorgan Chase & Co	−21	788	$231,798
TMO	Thermo Fisher Scientific Inc.	−21	130	$63,898
AVGO	Broadcom Inc.	−14	216	$66,854
MRK	Merck & Co., Inc.	−14	131	$15,757
APH	Amphenol Corp /De/	−12	91	$11,497
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

1 positions

Ticker	Company	Shares	Value	Open
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

126 positions · $185,341,011 total · 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 126 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%	15.52%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	106,966	-4,243	$22,277,808	−13.2%	12.02%
AAPL	Apple Inc. Technology	Reduced	86,019	-3,423	$21,830,762	−10.2%	11.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	36,328	-838	$17,408,377	−6.8%	9.39%
SCHW	Schwab Charles Corp Financial Services	Reduced	140,399	-5,955	$13,194,698	−9.8%	7.12%
JNJ	Johnson & Johnson Healthcare	Reduced	47,093	-2,353	$11,511,412	+12.5%	6.21%
AXP	American Express Co Financial Services	Reduced	36,860	-1,353	$11,149,412	−21.1%	6.02%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	170,934	-7,700	$8,333,032	−15.2%	4.50%
MSFT	Microsoft Corp Technology	Reduced	15,608	-5	$5,777,613	−23.5%	3.12%
SHOP	Shopify Inc. Technology	Added	47,560	+201	$5,641,567	−26.0%	3.04%
VZ	Verizon Communications Inc Communication Services	Added	108,969	+8,678	$5,470,243	+33.9%	2.95%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	37,488	+270	$5,414,766	+1.5%	2.92%
DIS	Walt Disney Co Communication Services	Added	50,553	+286	$4,872,298	−14.8%	2.63%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	43,813	-341	$3,925,206	+5.6%	2.12%
PFE	Pfizer Inc Healthcare	Added	118,107	+8,210	$3,316,444	+21.2%	1.79%
TSLA	Tesla, Inc. Consumer Cyclical	Held	5,860	0	$2,178,455	−17.3%	1.18%
ADBE	Adobe Inc. Technology	Added	8,551	+159	$2,078,577	−29.2%	1.12%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,620	-1,234	$1,903,647	−22.6%	1.03%
KVUE	Kenvue Inc. Consumer Defensive	Added	107,194	+6,645	$1,848,024	+6.5%	1.00%
MMM	3M Co Industrials	Reduced	10,366	-60	$1,505,454	−9.8%	0.81%
LLY	ELI LILLY & Co Healthcare	Reduced	1,223	-135	$1,124,878	−22.9%	0.61%
META	Meta Platforms, Inc. Communication Services	Added	1,121	+8	$641,357	−12.7%	0.35%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,027	-658	$412,352	−28.3%	0.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	304	-2	$302,914	+14.8%	0.16%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	788	-21	$231,798	−11.1%	0.13%
GE	General Electric Co Industrials	Added	815	+1	$231,272	−7.8%	0.12%
GEV	GE Vernova Inc. Industrials	Held	243	0	$212,114	+33.6%	0.11%
T	At&T Inc. Communication Services	Added	7,164	+54	$207,684	+17.6%	0.11%
V	Visa Inc. Financial Services	Added	684	+1	$206,732	−13.7%	0.11%
GILD	Gilead Sciences, Inc. Healthcare	Added	1,335	+8	$186,058	+14.2%	0.10%
ADP	Automatic Data Processing Inc Technology	Added	882	+6	$179,204	−20.5%	0.10%
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%	0.08%
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%	0.07%
GLW	Corning Inc /Ny Technology	Added	798	+1	$108,504	+55.5%	0.06%
HD	Home Depot, Inc. Consumer Cyclical	Added	325	+2	$106,889	−3.8%	0.06%
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%	0.04%
TXN	Texas Instruments Inc Technology	Reduced	362	-4	$70,278	+10.7%	0.04%
AVGO	Broadcom Inc. Technology	Reduced	216	-14	$66,854	−16.0%	0.04%
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%