Financial Connections Group, Inc.

CIK

1907157

Location

CORTE MADERA, CA

Portfolio Value

Micro $19,206,071

Diversification

Diversified

Filing Date

Global Rank

#7,394 / 8,232 ▲ 185

Top Industry

Consumer Electronics 32.7%

3Y Alpha vs SPY

-2.4%

Period ended 2 months ago

Filed May 1, 2026 · 43d

18 quarters · since Dec 2021

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

+66.2%

SPY

+76.5%

Annualised alpha

-2.4%

Max drawdown

−21.9%

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

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

Top Position

32.1%

−0.2 pts

Top 5

54.6%

−0.8 pts

Top 10

65.7%

−2.0 pts

HHI

1,270

Diversified−16

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	45.9%	$8,814,994	22
Financial Services	20.5%	$3,938,768	17
Communication Services	7.3%	$1,409,254	9
Healthcare	7.0%	$1,350,020	18
Consumer Cyclical	5.3%	$1,019,744	11
Industrials	5.3%	$1,011,401	16
Utilities	3.0%	$582,382	9
Unclassified	1.9%	$361,983	3
Energy	1.3%	$255,513	11
Consumer Defensive	1.3%	$247,685	6
Basic Materials	0.8%	$144,569	7
Real Estate	0.4%	$69,758	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
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	3,002	$863,255
JPM	Jpmorgan Chase & Co	+34	387	$113,839
UWMC	UWM Holdings Corp	+27	1,299	$4,702
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

9 positions

Ticker	Company	Δ Shares	Shares	Value
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
AAPL	Apple Inc.	−175	24,264	$6,157,960
MRVL	Marvell Technology, Inc.	−50	50	$4,952
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

15 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	318	$53,951
VLO	Valero Energy Corp/Tx	197	$48,674
T	At&T Inc.	812	$23,539
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
AVGO	Broadcom Inc.	25	$7,737
WMT	Walmart Inc.	33	$4,101
WMB	Williams Companies, Inc.	53	$3,857
ECL	Ecolab Inc.	10	$2,660
NIO	NIO Inc.	400	$2,412
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
UBER	Uber Technologies, Inc	81	$6,618
MA	Mastercard Inc	6	$3,425
PG	PROCTER & GAMBLE Co	16	$2,292
TDAY	USA TODAY Co., Inc.	250	$1,287
FG	F&G Annuities & Life, Inc.	6	$185
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

133 positions · $19,206,071 total · 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 133 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	24,264	-175	$6,157,960	−7.3%	32.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,878	+51	$2,337,537	−3.7%	12.17%
GOOGL	Alphabet Inc. Communication Services	Added	3,002	+35	$863,255	−7.0%	4.49%
PLTR	Palantir Technologies Inc. Technology	Held	4,041	0	$591,117	−17.7%	3.08%
MSFT	Microsoft Corp Technology	Added	1,427	+19	$528,232	−22.4%	2.75%
NVDA	Nvidia Corp Technology	Reduced	2,959	-402	$516,049	−17.7%	2.69%
UNP	Union Pacific Corp Industrials	Held	1,833	0	$444,722	+4.9%	2.32%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,191	-26	$442,754	−19.1%	2.31%
LNT	Alliant Energy Corp Utilities	Held	5,200	0	$373,152	+10.4%	1.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,728	+95	$359,890	−4.5%	1.87%
GBCI	Glacier Bancorp, Inc. Financial Services	Held	7,575	0	$338,375	+1.4%	1.76%
DIS	Walt Disney Co Communication Services	Held	3,451	0	$332,607	−15.3%	1.73%
BMRC	Bank of Marin Bancorp Financial Services	Held	12,000	0	$307,560	−1.5%	1.60%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	746	0	$291,245	−16.7%	1.52%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,624	0	$288,506	−14.6%	1.50%
MRK	Merck & Co., Inc. Healthcare	Held	2,271	0	$273,178	+14.3%	1.42%
JNJ	Johnson & Johnson Healthcare	Added	1,050	+10	$256,662	+19.3%	1.34%
SPY	Spdr S&P 500 ETF Trust	Held	357	0	$232,171	−4.6%	1.21%
PFE	Pfizer Inc Healthcare	Held	8,221	0	$230,845	+12.8%	1.20%
ABBV	AbbVie Inc. Healthcare	Held	1,046	0	$227,494	−4.8%	1.18%
ORCL	Oracle Corp Technology	Reduced	1,541	-1,225	$226,696	−58.0%	1.18%
BA	Boeing Co Industrials	Held	1,000	0	$199,030	−8.3%	1.04%
V	Visa Inc. Financial Services	Added	578	+55	$174,694	−4.8%	0.91%
META	Meta Platforms, Inc. Communication Services	Added	296	+16	$169,350	−8.4%	0.88%
BAC	Bank Of America Corp /De/ Financial Services	Held	3,458	0	$168,577	−11.4%	0.88%
QQQ	Invesco Qqq Trust, Series 1	Held	210	0	$121,207	−6.0%	0.63%
JPM	Jpmorgan Chase & Co Financial Services	Added	387	+34	$113,839	+0.1%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Held	346	0	$113,795	−4.4%	0.59%
GE	General Electric Co Industrials	Held	400	0	$113,508	−7.9%	0.59%
ADP	Automatic Data Processing Inc Technology	Held	548	0	$111,342	−21.0%	0.58%
PANW	Palo Alto Networks Inc Technology	Added	694	+64	$111,262	−4.1%	0.58%
ABT	Abbott Laboratories Healthcare	Held	1,065	0	$109,343	−18.1%	0.57%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	458	0	$95,305	−0.3%	0.50%
PEP	Pepsico Inc Consumer Defensive	Held	580	0	$90,068	+8.2%	0.47%
GEV	GE Vernova Inc. Industrials	Added	103	+4	$89,908	+39.0%	0.47%
CTVA	Corteva, Inc. Basic Materials	Held	854	0	$71,488	+24.9%	0.37%
NEE	Nextera Energy Inc Utilities	Held	729	0	$67,709	+15.7%	0.35%
AMD	Advanced Micro Devices Inc Technology	Added	296	+286	$60,215	+2712.5%	0.31%
CL	Colgate Palmolive Co Consumer Defensive	Held	706	0	$60,172	+7.9%	0.31%
XOM	Exxon Mobil Corp Energy	NEW	318	NEW	$53,951	NEW	0.28%
KO	Coca Cola Co Consumer Defensive	Held	706	0	$53,691	+8.8%	0.28%
VLO	Valero Energy Corp/Tx Energy	NEW	197	NEW	$48,674	NEW	0.25%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	84	0	$47,198	−16.9%	0.25%
SRE	Sempra Utilities	Added	474	+16	$46,058	+13.9%	0.24%
GILD	Gilead Sciences, Inc. Healthcare	Added	328	+76	$45,713	+47.8%	0.24%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Held	495	0	$45,693	+1.2%	0.24%
CVX	Chevron Corp Energy	Added	211	+119	$43,655	+211.4%	0.23%
NSC	Norfolk Southern Corp Industrials	Held	146	0	$41,902	−0.6%	0.22%
ASTS	AST SpaceMobile, Inc. Technology	Held	500	0	$41,435	+14.1%	0.22%
AXP	American Express Co Financial Services	Reduced	134	-31	$40,532	−33.6%	0.21%