Financial Avengers, Inc.

CIK

1844393

Location

OAKLAND, CA

Portfolio Value

Small $185,341,011

Diversification

Diversified

Filing Date

Global Rank

#4,375 / 8,586 ▼ 124

Top Industry

Semiconductors 15.9%

3Y Alpha vs SPY

-2.9%

Period ended 3 months ago

Filed May 19, 2026 · 28d

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

+65.7%

SPY

+78.1%

Annualised alpha

-2.9%

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
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
PBI	Pitney Bowes Inc /De/	+4	420	$4,641
USB	US Bancorp De	+4	478	$24,860
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
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	$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 51–100 of 126 positions by value · page 2 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AEP	American Electric Power Co Inc Utilities	Reduced	414	-91	$54,267	−6.8%	0.03%
ISRG	Intuitive Surgical Inc Healthcare	Held	110	0	$50,708	−18.6%	0.03%
INTC	Intel Corp Technology	Held	1,146	0	$50,572	+19.6%	0.03%
LC	LendingClub Corp Financial Services	Held	3,500	0	$50,120	−24.4%	0.03%
KO	Coca Cola Co Consumer Defensive	Held	657	0	$49,964	+8.8%	0.03%
ADSK	Autodesk, Inc. Technology	Held	200	0	$47,880	−19.1%	0.03%
TAK	Takeda Pharmaceutical Co Ltd Healthcare	Held	2,500	0	$46,300	+18.8%	0.02%
FSLR	First Solar, Inc. Technology	Held	225	0	$44,383	−24.5%	0.02%
CLX	Clorox Co /De/ Consumer Defensive	Reduced	425	-50	$44,042	−8.0%	0.02%
EBAY	Ebay Inc Consumer Cyclical	Added	451	+1	$41,050	+4.7%	0.02%
PEP	Pepsico Inc Consumer Defensive	Reduced	229	-34	$35,561	−5.8%	0.02%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	105	0	$35,484	+11.2%	0.02%
CAT	Caterpillar Inc Industrials	Held	50	0	$35,423	+23.7%	0.02%
DHR	Danaher Corp /De/ Healthcare	Added	186	+1	$35,265	−16.7%	0.02%
EQR	Equity Residential Real Estate	Added	565	+6	$33,419	−5.2%	0.02%
HSY	Hershey Co Consumer Defensive	Reduced	154	-7	$32,015	+9.3%	0.02%
UL	Unilever PLC Consumer Defensive	Held	537	0	$30,592	−12.9%	0.02%
TGT	Target Corp Consumer Defensive	Added	252	+2	$30,542	+25.0%	0.02%
GLD	Spdr Gold Trust	Reduced	65	-10	$27,968	−5.9%	0.02%
UNP	Union Pacific Corp Industrials	Added	113	+1	$27,416	+5.8%	0.01%
AMAT	Applied Materials Inc /De Technology	Reduced	80	-10	$27,343	+18.2%	0.01%
KMI	Kinder Morgan, Inc. Energy	Added	814	+7	$27,293	+23.0%	0.01%
USB	US Bancorp De Financial Services	Added	478	+4	$24,860	−1.7%	0.01%
AHR	American Healthcare REIT, Inc. Real Estate	Held	500	0	$23,580	+0.2%	0.01%
LEVI	Levi Strauss & Co Consumer Cyclical	Added	1,267	+8	$23,426	−10.3%	0.01%
CMI	Cummins Inc Industrials	Held	40	0	$21,520	+5.4%	0.01%
PEBO	Peoples Bancorp Inc Financial Services	Added	642	+8	$21,102	+10.8%	0.01%
MDB	MongoDB, Inc. Technology	Held	80	0	$19,581	−41.7%	0.01%
NI	Nisource Inc. Utilities	Added	419	+2	$19,550	+12.3%	0.01%
VEEV	Veeva Systems Inc Healthcare	Held	100	0	$17,566	−21.3%	0.01%
DAL	Delta Air Lines, Inc. Industrials	Added	258	+1	$17,151	−3.8%	0.01%
GEHC	GE HealthCare Technologies Inc. Healthcare	Held	234	0	$16,656	−13.2%	0.01%
YUM	Yum Brands Inc Consumer Cyclical	Added	105	+1	$16,325	+3.8%	0.01%
MRK	Merck & Co., Inc. Healthcare	Reduced	131	-14	$15,757	+3.2%	0.01%
CVX	Chevron Corp Energy	Added	72	+1	$14,896	+37.7%	0.01%
CSX	Csx Corp Industrials	Added	348	+2	$14,285	+13.9%	0.01%
EIX	Edison International Utilities	Added	188	+3	$13,757	+23.9%	0.01%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	485	0	$13,318	−4.7%	0.01%
OMCL	Omnicell, Inc. Healthcare	Held	350	0	$11,683	−26.3%	0.01%
APH	Amphenol Corp /De/ Technology	Reduced	91	-12	$11,497	−17.4%	0.01%
ABBV	AbbVie Inc. Healthcare	Held	50	0	$10,874	−4.8%	0.01%
AMT	American Tower Corp /Ma/ Real Estate	Added	61	+1	$10,527	−0.1%	0.01%
PSA	Public Storage Real Estate	Held	36	0	$9,751	+4.4%	0.01%
ED	Consolidated Edison Inc Utilities	Held	80	0	$9,054	+14.0%	0.00%
BMY	Bristol Myers Squibb Co Healthcare	Added	139	+1	$8,430	+13.3%	0.00%
STAG	STAG Industrial, Inc. Real Estate	Added	229	+1	$8,257	−1.5%	0.00%
AMGN	Amgen Inc Healthcare	Added	22	+1	$7,740	+12.6%	0.00%
TCOM	Trip.com Group Ltd Consumer Cyclical	Held	150	0	$7,468	−30.8%	0.00%
BMO	Bank Of Montreal /Can/ Financial Services	Held	50	0	$6,767	+4.3%	0.00%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	50	0	$6,314	−7.0%	0.00%