Second Half Financial Partners, LLC

CIK

1946654

Location

SEBRING, FL

Portfolio Value

Micro $56,858,809

Diversification

Diversified

Filing Date

Global Rank

#2,302 / 3,203 ▲ 4553

Top Industry

Semiconductors 10.9%

3Y Alpha vs SPY

-4.8%

Period ended 30 days ago

Filed Jul 17, 2026 · 13d

18 quarters · since Mar 2022

Clone Performance

Jul 2023–Jul 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

+46.3%

SPY

+65.3%

Annualised alpha

-4.7%

Max drawdown

−16.8%

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. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.7%

−1.8 pts

Top 5

45.5%

−0.3 pts

Top 10

53.7%

−2.3 pts

HHI

690

Diversified−63

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.7%	$20,854,165	6
Technology	19.7%	$11,218,645	14
Industrials	10.4%	$5,918,837	12
Consumer Cyclical	7.6%	$4,300,676	7
Financial Services	6.3%	$3,604,666	9
Communication Services	5.3%	$2,986,986	7
Healthcare	3.7%	$2,087,932	4
Utilities	3.6%	$2,023,334	6
Consumer Defensive	3.4%	$1,915,372	3
Real Estate	1.4%	$795,809	1
Energy	1.1%	$637,739	1
Basic Materials	0.9%	$514,648	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+2,000	13,273	$274,751
BMY	Bristol Myers Squibb Co	+1,744	11,545	$665,222
MO	Altria Group, Inc.	+1,363	10,263	$738,422
VZ	Verizon Communications Inc	+1,130	6,139	$259,925
GBTC	Grayscale Bitcoin Trust ETF	+967	5,390	$245,352
DAL	Delta Air Lines, Inc.	+722	5,489	$514,099
AMZN	Amazon Com Inc	+523	4,468	$1,064,903
QQQ	Invesco Qqq Trust, Series 1	+485	7,386	$5,439,050
EXPE	Expedia Group, Inc.	+361	3,264	$835,192
UGA	United States Gasoline Fund, LP	+337	2,439	$251,143
BRK-B	Berkshire Hathaway Inc	+220	1,195	$597,966
NEE	Nextera Energy Inc	+160	6,757	$593,061
LLY	ELI LILLY & Co	+155	477	$572,128
META	Meta Platforms, Inc.	+125	571	$321,638
DUK	Duke Energy CORP	+102	1,901	$240,628
TJX	Tjx Companies Inc /De/	+26	2,186	$331,179
AAPL	Apple Inc.	+18	12,789	$3,700,625
HD	Home Depot, Inc.	+16	1,005	$354,443
JNJ	Johnson & Johnson	+4	1,097	$278,605
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	−5,690	53,129	$836,781
SPY	Spdr S&P 500 ETF Trust	−1,470	16,496	$12,318,717
NFLX	Netflix Inc	−366	9,546	$681,584
GOOGL	Alphabet Inc.	−277	2,031	$725,818
NVDA	Nvidia Corp	−143	10,257	$2,052,323
JPM	Jpmorgan Chase & Co	−138	2,530	$828,144
MSFT	Microsoft Corp	−130	2,222	$828,850
KO	Coca Cola Co	−94	5,252	$426,830
RCL	Royal Caribbean Cruises Ltd	−83	2,527	$802,398
AVGO	Broadcom Inc.	−72	1,702	$642,930
WMT	Walmart Inc.	−67	6,623	$750,120
TSLA	Tesla, Inc.	−59	1,643	$691,045
MSI	Motorola Solutions, Inc.	−49	868	$360,471
TWLO	Twilio Inc	−40	1,741	$359,220
DIA	Spdr Dow Jones Industrial Average ETF Trust	−32	4,557	$2,380,531
SO	Southern Co	−26	3,723	$356,328
CAT	Caterpillar Inc	−20	771	$821,037
RTX	RTX Corp	−19	1,402	$266,001
ANET	Arista Networks, Inc.	−14	4,626	$785,864
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
LAMR	Lamar Advertising Co/New	5,102	$795,809
SHOP	Shopify Inc.	5,761	$657,790
FTI	TechnipFMC plc	9,619	$637,739
VOD	Vodafone Group Public Ltd Co	44,906	$594,106
MU	Micron Technology Inc	350	$404,001
CRDO	Credo Technology Group Holding Ltd	1,158	$314,918
CSX	Csx Corp	5,534	$263,031
TXN	Texas Instruments Inc	873	$260,215
AMD	Advanced Micro Devices Inc	427	$248,048
NUE	Nucor Corp	1,092	$243,243
AMAT	Applied Materials Inc /De	330	$238,590
MFC	Manulife Financial Corp	5,763	$233,459
DHI	Horton D R Inc /De/	1,360	$221,516
USO	United States Oil Fund, LP	2,061	$219,372
AXP	American Express Co	646	$218,509
URI	United Rentals, Inc.	188	$212,983
TFC	Truist Financial Corp	4,229	$210,688
EZPW	Ezcorp Inc	5,932	$205,069
PNC	Pnc Financial Services Group, Inc.	822	$202,392
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	6,924	$1,174,725
QCOM	Qualcomm Inc/De	4,811	$619,560
CRM	Salesforce, Inc.	3,315	$618,811
EXEL	Exelixis, Inc.	12,717	$545,432
LRCX	Lam Research Corp	2,434	$520,048
LMT	Lockheed Martin Corp	418	$252,635
PLTR	Palantir Technologies Inc.	1,640	$239,899
MCD	Mcdonalds Corp	711	$220,971
V	Visa Inc.	707	$213,683
UBER	Uber Technologies, Inc	2,840	$204,281
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $56,858,809 total · as of Jun 30, 2026

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

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	16,496	-1,470	$12,318,717	+5.4%	21.67%
QQQ	Invesco Qqq Trust, Series 1	Added	7,386	+485	$5,439,050	+36.6%	9.57%
AAPL	Apple Inc. Technology	Added	12,789	+18	$3,700,625	+14.2%	6.51%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	4,557	-32	$2,380,531	+12.0%	4.19%
NVDA	Nvidia Corp Technology	Reduced	10,257	-143	$2,052,323	+13.2%	3.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,468	+523	$1,064,903	+29.6%	1.87%
GD	General Dynamics Corp Industrials	Held	2,936	0	$1,040,048	+3.2%	1.83%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	2,934	0	$852,591	−15.8%	1.50%
RKT	Rocket Companies, Inc. Financial Services	Reduced	53,129	-5,690	$836,781	−0.2%	1.47%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	3,264	+361	$835,192	+24.6%	1.47%
MSFT	Microsoft Corp Technology	Reduced	2,222	-130	$828,850	−4.8%	1.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,530	-138	$828,144	+5.5%	1.46%
CAT	Caterpillar Inc Industrials	Reduced	771	-20	$821,037	+46.5%	1.44%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	2,527	-83	$802,398	+11.7%	1.41%
LAMR	Lamar Advertising Co/New Real Estate	NEW	5,102	NEW	$795,809	NEW	1.40%
ANET	Arista Networks, Inc. Technology	Reduced	4,626	-14	$785,864	+37.9%	1.38%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,623	-67	$750,120	−9.8%	1.32%
MO	Altria Group, Inc. Consumer Defensive	Added	10,263	+1,363	$738,422	+25.7%	1.30%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,031	-277	$725,818	+9.4%	1.28%
STRL	Sterling Infrastructure, Inc. Industrials	Held	856	0	$718,492	+106.1%	1.26%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,643	-59	$691,045	+9.2%	1.22%
NFLX	Netflix Inc Communication Services	Reduced	9,546	-366	$681,584	−28.5%	1.20%
BMY	Bristol Myers Squibb Co Healthcare	Added	11,545	+1,744	$665,222	+11.9%	1.17%
SHOP	Shopify Inc. Technology	NEW	5,761	NEW	$657,790	NEW	1.16%
AVGO	Broadcom Inc. Technology	Reduced	1,702	-72	$642,930	+17.1%	1.13%
FTI	TechnipFMC plc Energy	NEW	9,619	NEW	$637,739	NEW	1.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,195	+220	$597,966	+28.0%	1.05%
VOD	Vodafone Group Public Ltd Co Communication Services	NEW	44,906	NEW	$594,106	NEW	1.04%
NEE	Nextera Energy Inc Utilities	Added	6,757	+160	$593,061	−3.2%	1.04%
LLY	ELI LILLY & Co Healthcare	Added	477	+155	$572,128	+93.2%	1.01%
ABBV	AbbVie Inc. Healthcare	Held	2,273	0	$571,977	+15.7%	1.01%
DAL	Delta Air Lines, Inc. Industrials	Added	5,489	+722	$514,099	+62.2%	0.90%
AGX	Argan Inc Industrials	Held	565	0	$451,180	+46.6%	0.79%
KO	Coca Cola Co Consumer Defensive	Reduced	5,252	-94	$426,830	+5.0%	0.75%
MU	Micron Technology Inc Technology	NEW	350	NEW	$404,001	NEW	0.71%
CLS	Celestica Inc Technology	Held	1,000	0	$364,800	+29.5%	0.64%
MSI	Motorola Solutions, Inc. Technology	Reduced	868	-49	$360,471	−9.4%	0.63%
TWLO	Twilio Inc Technology	Reduced	1,741	-40	$359,220	+60.3%	0.63%
SO	Southern Co Utilities	Reduced	3,723	-26	$356,328	−1.5%	0.63%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,005	+16	$354,443	+9.0%	0.62%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	2,186	+26	$331,179	−4.0%	0.58%
META	Meta Platforms, Inc. Communication Services	Added	571	+125	$321,638	+26.0%	0.57%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	1,158	NEW	$314,918	NEW	0.55%
ETR	Entergy Corp /De/ Utilities	Held	2,734	0	$314,027	+2.2%	0.55%
D	Dominion Energy, Inc Utilities	Held	4,320	0	$295,012	+10.5%	0.52%
PH	Parker-Hannifin Corp Industrials	Held	289	0	$282,676	+9.3%	0.50%
JNJ	Johnson & Johnson Healthcare	Added	1,097	+4	$278,605	+4.3%	0.49%
T	At&T Inc. Communication Services	Added	13,273	+2,000	$274,751	−15.9%	0.48%
POWL	Powell Industries Inc Industrials	Held	949	0	$271,755	−47.1%	0.48%
NUV	Nuveen Municipal Value Fund Inc Financial Services	Held	29,464	0	$271,658	+2.6%	0.48%

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.