Financial Connections Group, Inc.

CIK

1907157

Location

CORTE MADERA, CA

Portfolio Value

Micro $29,521,067

Diversification

Diversified

Filing Date

Global Rank

#7,860 / 8,698 ▲ 19 · as of Mar 2026

Top Industry

Consumer Electronics 32.2%

3Y Alpha vs SPY

+6.8%

Period ended 5 months ago

Filed May 1, 2026 · 4mo

18 quarters · since Dec 2021

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

+87.6%

SPY

+75.3%

Annualised alpha

+2.8%

Max drawdown

−17.2%

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

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

Top Position

22.9%

−1.8 pts

Top 5

61.0%

−1.5 pts

Top 10

72.2%

−0.9 pts

HHI

1,117

Diversified−88

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	35.3%	$10,406,236	15
Technology	29.8%	$8,802,316	22
Financial Services	13.3%	$3,924,358	17
Communication Services	6.0%	$1,761,419	9
Healthcare	4.6%	$1,350,166	19
Consumer Cyclical	3.4%	$1,013,669	12
Industrials	3.4%	$1,010,085	16
Utilities	2.0%	$580,626	9
Energy	0.9%	$251,659	11
Consumer Defensive	0.7%	$208,864	6
Basic Materials	0.5%	$141,911	7
Real Estate	0.2%	$69,758	4

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
BILZ	PIMCO Ultra Short Government Active ETF	+7,760	15,068	$1,521,415
VIG	Vanguard Dividend Appreciation ETF	+299	1,434	$308,396
AMD	Advanced Micro Devices Inc	+286	296	$60,215
RIVN	Rivian Automotive, Inc. / DE	+260	360	$5,418
CVX	Chevron Corp	+119	211	$43,655
AMZN	Amazon Com Inc	+95	1,728	$359,890
ABR	Arbor Realty Trust Inc	+79	2,078	$16,021
GILD	Gilead Sciences, Inc.	+76	328	$45,713
EQT	EQT Corp	+67	146	$9,291
PANW	Palo Alto Networks Inc	+64	694	$111,262
AGNC	AGNC Investment Corp.	+58	1,822	$18,274
V	Visa Inc.	+55	578	$174,694
CRM	Salesforce, Inc.	+55	121	$22,587
BRK-B	Berkshire Hathaway Inc	+51	4,878	$2,337,537
GOOGL	Alphabet Inc.	+35	4,245	$1,219,821
JPM	Jpmorgan Chase & Co	+34	387	$113,839
UWMC	UWM Holdings Corp	+27	1,299	$4
ET	Energy Transfer LP	+26	1,501	$28,969
MSFT	Microsoft Corp	+19	1,427	$528,232
META	Meta Platforms, Inc.	+16	296	$169,350
SRE	Sempra	+16	474	$46,058
JNJ	Johnson & Johnson	+10	1,050	$256,662
WBD	Warner Bros. Discovery, Inc.	+8	11	$302
EPD	Enterprise Products Partners L.P.	+6	428	$16,195
GEV	GE Vernova Inc.	+4	103	$89,908
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
VIGI	Vanguard International Dividend Appreciation ETF	−8,080	76,502	$6,767,366
VXUS	Vanguard Total International Stock ETF	−2,977	15,993	$1,233,220
ORCL	Oracle Corp	−1,225	1,541	$226,696
GEO	Geo Group Inc	−600	300	$5,043
NVDA	Nvidia Corp	−402	2,959	$516,049
HBIO	Harvard Bioscience Inc	−270	30	$146
BIV	Vanguard Intermediate-Term Bond ETF	−196	768	$59,274
AAPL	Apple Inc.	−175	24,264	$6,157,960
MRVL	Marvell Technology, Inc.	−50	50	$4
VB	Vanguard Morningstar Small-Cap ETF	−38	198	$51,860
AXP	American Express Co	−31	134	$40,532
LOW	Lowes Companies Inc	−30	21	$4,961
TSLA	Tesla, Inc.	−26	1,191	$442,754
TMO	Thermo Fisher Scientific Inc.	−16	42	$20,644
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	318	$53,951
VLO	Valero Energy Corp/Tx	197	$48,674
T	At&T Inc.	812	$23,539
VEA	Vanguard FTSE Developed Markets ETF	362	$23,196
IRM	Iron Mountain Inc	177	$18,078
NFLX	Netflix Inc	120	$11,538
USB	US Bancorp De	213	$11,078
LNG	Cheniere Energy, Inc.	38	$10,782
ANIK	Anika Therapeutics, Inc.	650	$9,425
LLY	ELI LILLY & Co	10	$9,197
GLD	Spdr Gold Trust	20	$8,605
WMT	Walmart Inc.	33	$4,101
AVGO	Broadcom Inc.	25	$7
WMB	Williams Companies, Inc.	53	$3
ECL	Ecolab Inc.	10	$2
NIO	NIO Inc.	400	$2
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	465	$71,233
PTC	Ptc Inc.	100	$17,421
DLB	Dolby Laboratories, Inc.	227	$14,577
DELL	Dell Technologies Inc.	73	$9,189
FG	F&G Annuities & Life, Inc.	6	$185
UBER	Uber Technologies, Inc	81	$6
MA	Mastercard Inc	6	$3
PG	PROCTER & GAMBLE Co	16	$2
TDAY	USA TODAY Co., Inc.	250	$1
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

147 tracked positions · $29,521,067 total · filing declares 251 positions · $287,606 · as of Mar 31, 2026

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

Showing 1–50 of 147 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	76,502	-8,080	$6,767,366	−12.5%	22.92%
AAPL	Apple Inc. Technology	Reduced	24,264	-175	$6,157,960	−7.3%	20.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,878	+51	$2,337,537	−3.7%	7.92%
BILZ	PIMCO Ultra Short Government Active ETF	Added	15,068	+7,760	$1,521,415	+106.6%	5.15%
VXUS	Vanguard Total International Stock ETF	Reduced	15,993	-2,977	$1,233,220	−13.8%	4.18%
GOOGL	Alphabet Inc. Communication Services	Added	4,245	+35	$1,219,821	−7.5%	4.13%
PLTR	Palantir Technologies Inc. Technology	Held	4,041	0	$591,117	−17.7%	2.00%
MSFT	Microsoft Corp Technology	Added	1,427	+19	$528,232	−22.4%	1.79%
NVDA	Nvidia Corp Technology	Reduced	2,959	-402	$516,049	−17.7%	1.75%
UNP	Union Pacific Corp Industrials	Held	1,833	0	$444,722	+4.9%	1.51%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,191	-26	$442,754	−19.1%	1.50%
LNT	Alliant Energy Corp Utilities	Held	5,200	0	$373,152	+10.4%	1.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,728	+95	$359,890	−4.5%	1.22%
GBCI	Glacier Bancorp, Inc. Financial Services	Held	7,575	0	$338,375	+1.4%	1.15%
DIS	Walt Disney Co Communication Services	Held	3,451	0	$332,607	−15.3%	1.13%
VIG	Vanguard Dividend Appreciation ETF	Added	1,434	+299	$308,396	+23.6%	1.04%
BMRC	Bank of Marin Bancorp Financial Services	Held	12,000	0	$307,560	−1.5%	1.04%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	746	0	$291,245	−16.7%	0.99%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,624	0	$288,506	−14.6%	0.98%
MRK	Merck & Co., Inc. Healthcare	Held	2,271	0	$273,178	+14.3%	0.93%
JNJ	Johnson & Johnson Healthcare	Added	1,050	+10	$256,662	+19.3%	0.87%
SPY	Spdr S&P 500 ETF Trust	Held	357	0	$232,171	−4.6%	0.79%
PFE	Pfizer Inc Healthcare	Held	8,221	0	$230,845	+12.8%	0.78%
ABBV	AbbVie Inc. Healthcare	Held	1,046	0	$227,494	−4.8%	0.77%
ORCL	Oracle Corp Technology	Reduced	1,541	-1,225	$226,696	−58.0%	0.77%
BA	Boeing Co Industrials	Held	1,000	0	$199,030	−8.3%	0.67%
V	Visa Inc. Financial Services	Added	578	+55	$174,694	−4.8%	0.59%
META	Meta Platforms, Inc. Communication Services	Added	296	+16	$169,350	−8.4%	0.57%
BAC	Bank Of America Corp /De/ Financial Services	Held	3,458	0	$168,577	−11.4%	0.57%
QQQ	Invesco Qqq Trust, Series 1	Held	210	0	$121,207	−6.0%	0.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	387	+34	$113,839	+0.1%	0.39%
HD	Home Depot, Inc. Consumer Cyclical	Held	346	0	$113,795	−4.4%	0.39%
GE	General Electric Co Industrials	Held	400	0	$113,508	−7.9%	0.38%
ADP	Automatic Data Processing Inc Technology	Held	548	0	$111,342	−21.0%	0.38%
PANW	Palo Alto Networks Inc Technology	Added	694	+64	$111,262	−4.1%	0.38%
ABT	Abbott Laboratories Healthcare	Held	1,065	0	$109,343	−18.1%	0.37%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	458	0	$95,305	−0.3%	0.32%
PEP	Pepsico Inc Consumer Defensive	Held	580	0	$90,068	+8.2%	0.31%
GEV	GE Vernova Inc. Industrials	Added	103	+4	$89,908	+39.0%	0.30%
CTVA	Corteva, Inc. Basic Materials	Held	854	0	$71,488	+24.9%	0.24%
NEE	Nextera Energy Inc Utilities	Held	729	0	$67,709	+15.7%	0.23%
AMD	Advanced Micro Devices Inc Technology	Added	296	+286	$60,215	+2712.5%	0.20%
CL	Colgate Palmolive Co Consumer Defensive	Held	706	0	$60,172	+7.9%	0.20%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	768	-196	$59,274	−21.0%	0.20%
XOM	ExxonMobil Holdings Corp Energy	NEW	318	NEW	$53,951	NEW	0.18%
KO	Coca Cola Co Consumer Defensive	Held	706	0	$53,691	+8.8%	0.18%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	198	-38	$51,860	−14.8%	0.18%
VLO	Valero Energy Corp/Tx Energy	NEW	197	NEW	$48,674	NEW	0.16%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	84	0	$47,198	−16.9%	0.16%
SRE	Sempra Utilities	Added	474	+16	$46,058	+13.9%	0.16%

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.