Second Half Financial Partners, LLC

CIK

1946654

Location

SEBRING, FL

Portfolio Value

Micro $10,150,634

Diversification

Diversified

Filing Date

Global Rank

#6,831 / 8,588 ▲ 90

Top Industry

Consumer Electronics 10.3%

3Y Alpha vs SPY

-5.9%

Period ended 3 months ago

Filed May 12, 2026 · 36d

17 quarters · since Mar 2022

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

+53.1%

SPY

+76.8%

Annualised alpha

-5.7%

Max drawdown

−16.9%

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

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

Top Position

23.5%

−0.2 pts

Top 5

45.9%

−0.0 pts

Top 10

56.0%

−2.4 pts

HHI

753

Diversified−11

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.6%	$18,243,282	5
Technology	20.4%	$10,150,634	13
Industrials	10.1%	$5,053,613	11
Consumer Cyclical	7.5%	$3,734,030	7
Financial Services	5.2%	$2,568,772	5
Communication Services	5.1%	$2,554,052	6
Healthcare	4.4%	$2,197,553	5
Utilities	4.1%	$2,036,559	6
Consumer Defensive	3.7%	$1,825,307	3
Energy	2.4%	$1,174,725	1
Basic Materials	0.5%	$259,282	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+1,633	12,771	$3,241,152
KO	Coca Cola Co	+905	5,346	$406,563
T	At&T Inc.	+700	11,273	$326,804
DAL	Delta Air Lines, Inc.	+663	4,767	$316,910
GOOGL	Alphabet Inc.	+389	2,308	$663,688
BRK-B	Berkshire Hathaway Inc	+361	975	$467,220
SPY	Spdr S&P 500 ETF Trust	+288	17,966	$11,684,008
NVDA	Nvidia Corp	+283	10,400	$1,813,760
TWLO	Twilio Inc	+140	1,781	$224,085
NFLX	Netflix Inc	+80	9,912	$953,038
QQQ	Invesco Qqq Trust, Series 1	+41	6,901	$3,983,119
TJX	Tjx Companies Inc /De/	+30	2,160	$344,952
CAT	Caterpillar Inc	+20	791	$560,391
META	Meta Platforms, Inc.	+3	446	$255,169
AVGO	Broadcom Inc.	+1	1,774	$549,070
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−4,432	6,690	$831,433
JPM	Jpmorgan Chase & Co	−1,705	2,668	$784,818
AMZN	Amazon Com Inc	−1,638	3,945	$821,625
V	Visa Inc.	−1,296	707	$213,683
MSFT	Microsoft Corp	−561	2,352	$870,639
UBER	Uber Technologies, Inc	−491	2,840	$204,281
NEE	Nextera Energy Inc	−164	6,597	$612,729
D	Dominion Energy, Inc	−160	4,320	$267,062
PLTR	Palantir Technologies Inc.	−155	1,640	$239,899
LIN	Linde PLC	−137	523	$259,282
JNJ	Johnson & Johnson	−117	1,093	$267,172
ABBV	AbbVie Inc.	−110	2,273	$494,354
DUK	Duke Energy CORP	−110	1,799	$235,561
XOM	Exxon Mobil Corp	−108	6,924	$1,174,725
LHX	L3harris Technologies, Inc. /De/	−106	2,934	$1,012,670
TSLA	Tesla, Inc.	−83	1,702	$632,718
DIA	Spdr Dow Jones Industrial Average ETF Trust	−59	4,589	$2,125,578
RCL	Royal Caribbean Cruises Ltd	−42	2,610	$718,219
GD	General Dynamics Corp	−32	2,936	$1,007,693
MCD	Mcdonalds Corp	−24	711	$220,971
HD	Home Depot, Inc.	−23	989	$325,272
MSI	Motorola Solutions, Inc.	−22	917	$397,950
LLY	ELI LILLY & Co	−10	322	$296,165
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
RKT	Rocket Companies, Inc.	58,819	$838,170
EXPE	Expedia Group, Inc.	2,903	$670,273
QCOM	Qualcomm Inc/De	4,811	$619,560
CRM	Salesforce, Inc.	3,315	$618,811
BMY	Bristol Myers Squibb Co	9,801	$594,430
MO	Altria Group, Inc.	8,900	$587,311
ANET	Arista Networks, Inc.	4,640	$569,699
EXEL	Exelixis, Inc.	12,717	$545,432
LRCX	Lam Research Corp	2,434	$520,048
AGX	Argan Inc	565	$307,727
RTX	RTX Corp	1,421	$274,110
LMT	Lockheed Martin Corp	418	$252,635
GBTC	Grayscale Bitcoin Trust ETF	4,423	$233,357
UGA	United States Gasoline Fund, LP	2,102	$217,220
UNP	Union Pacific Corp	827	$200,646
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
PWR	Quanta Services, Inc.	1,584	$668,543
FANG	Diamondback Energy, Inc.	3,156	$474,441
PGR	Progressive Corp/Oh/	1,910	$434,945
NOW	ServiceNow, Inc.	2,815	$431,229
AMT	American Tower Corp /Ma/	2,414	$423,825
BR	Broadridge Financial Solutions, Inc.	1,896	$423,130
CPRT	Copart Inc	10,557	$413,306
CHE	Chemed Corp	954	$408,178
APP	AppLovin Corp	388	$261,442
LOW	Lowes Companies Inc	1,056	$254,664
AXP	American Express Co	646	$238,987
DHI	Horton D R Inc /De/	1,494	$215,180
MFC	Manulife Financial Corp	5,763	$209,081
TFC	Truist Financial Corp	4,229	$208,109
ISRG	Intuitive Surgical Inc	367	$207,854
BLK	BlackRock, Inc.	191	$204,434
UNH	Unitedhealth Group Inc	619	$204,338
AXON	Axon Enterprise, Inc.	359	$203,886
DIS	Walt Disney Co	1,778	$202,283
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $10,150,634 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UBER	Uber Technologies, Inc Technology	Reduced	2,840	-491	$204,281	−24.9%	2.01%
TWLO	Twilio Inc Technology	Added	1,781	+140	$224,085	−4.0%	2.21%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,640	-155	$239,899	−24.8%	2.36%
CLS	Celestica Inc Technology	Held	1,000	0	$281,680	−4.7%	2.77%
MSI	Motorola Solutions, Inc. Technology	Reduced	917	-22	$397,950	+10.6%	3.92%
LRCX	Lam Research Corp Technology	NEW	2,434	NEW	$520,048	NEW	5.12%
AVGO	Broadcom Inc. Technology	Added	1,774	+1	$549,070	−10.5%	5.41%
ANET	Arista Networks, Inc. Technology	NEW	4,640	NEW	$569,699	NEW	5.61%
CRM	Salesforce, Inc. Technology	NEW	3,315	NEW	$618,811	NEW	6.10%
QCOM	Qualcomm Inc/De Technology	NEW	4,811	NEW	$619,560	NEW	6.10%
MSFT	Microsoft Corp Technology	Reduced	2,352	-561	$870,639	−38.2%	8.58%
NVDA	Nvidia Corp Technology	Added	10,400	+283	$1,813,760	−3.9%	17.87%
AAPL	Apple Inc. Technology	Added	12,771	+1,633	$3,241,152	+7.0%	31.93%