Financial Partners Group, LLC

CIK

1965246

Location

GALLATIN, TN

Portfolio Value

Small $242,014,491

Diversification

Diversified

Filing Date

Global Rank

#3,616 / 7,991 ▲ 122

Top Industry

Software - Infrastructure 12.8%

3Y Alpha vs SPY

-1.0%

Period ended 12 months ago

Filed Jul 17, 2025 · 11mo

11 quarters · since Dec 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

+72.4%

SPY

+76.5%

Annualised alpha

-1.0%

Max drawdown

−17.5%

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

65 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

5.9%

−1.2 pts

Top 5

28.0%

−0.5 pts

Top 10

48.1%

−3.0 pts

HHI

344

Diversified−8

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	19.8%	$47,818,587	9
Industrials	16.9%	$40,913,938	12
Financial Services	15.3%	$37,015,182	8
Energy	11.8%	$28,452,441	6
Healthcare	8.1%	$19,535,228	6
Communication Services	6.5%	$15,676,058	2
Basic Materials	6.4%	$15,512,369	4
Consumer Defensive	5.9%	$14,184,681	6
Consumer Cyclical	4.3%	$10,315,191	4
Real Estate	2.8%	$6,763,640	1
Unclassified	1.9%	$4,632,205	4
Utilities	0.5%	$1,194,971	3

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	+44,711	70,529	$10,099,047
UNH	Unitedhealth Group Inc	+23,235	31,037	$9,682,612
FHN	First Horizon Corp	+20,548	118,484	$2,511,860
TFC	Truist Financial Corp	+10,596	45,982	$1,976,766
VZ	Verizon Communications Inc	+9,242	41,059	$1,776,622
AMZN	Amazon Com Inc	+8,514	19,093	$4,188,813
NVO	Novo Nordisk A S	+8,002	26,308	$1,815,778
MRK	Merck & Co., Inc.	+6,472	36,216	$2,866,858
AAPL	Apple Inc.	+6,034	33,344	$6,841,188
FTNT	Fortinet, Inc.	+4,085	18,706	$1,977,598
MDT	Medtronic plc	+3,152	47,166	$4,111,460
GOOGL	Alphabet Inc.	+2,970	78,871	$13,899,436
CCI	Crown Castle Inc.	+2,419	65,839	$6,763,640
OC	Owens Corning	+2,259	11,994	$1,649,414
PANW	Palo Alto Networks Inc	+1,116	62,076	$12,703,232
BMY	Bristol Myers Squibb Co	+1,065	7,704	$356,618
VMC	Vulcan Materials CO	+809	7,066	$1,842,954
FDX	Fedex Corp	+728	35,563	$8,083,825
ORCL	Oracle Corp	+659	6,190	$1,353,319
QQQ	Invesco Qqq Trust, Series 1	+381	4,023	$2,219,247
JBHT	Hunt J B Transport Services Inc	+210	9,435	$1,354,866
NXPI	NXP Semiconductors N.V.	+208	1,785	$390,004
STLD	Steel Dynamics Inc	+178	11,129	$1,424,623
MSFT	Microsoft Corp	+57	28,765	$14,307,998
MDY	Spdr S&P Midcap 400 ETF Trust	+25	1,857	$1,051,953
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−9,681	17,705	$396,592
XOM	Exxon Mobil Corp	−3,119	79,724	$8,594,247
WMT	Walmart Inc.	−2,849	2,848	$278,477
SO	Southern Co	−2,677	3,037	$278,887
RTX	RTX Corp	−2,654	3,552	$518,663
DUK	Duke Energy CORP	−2,516	5,760	$679,680
GD	General Dynamics Corp	−1,924	1,714	$499,905
BAC	Bank Of America Corp /De/	−1,677	41,371	$1,957,675
MPC	Marathon Petroleum Corp	−1,541	2,396	$397,999
LMT	Lockheed Martin Corp	−1,417	17,616	$8,158,674
NUE	Nucor Corp	−1,149	9,631	$1,247,599
MO	Altria Group, Inc.	−966	43,512	$2,551,108
OXY	Occidental Petroleum Corp /De/	−878	48,146	$2,022,613
SCHW	Schwab Charles Corp	−815	24,142	$2,202,716
BA	Boeing Co	−757	4,002	$838,539
UPS	United Parcel Service Inc	−750	90,247	$9,109,532
KO	Coca Cola Co	−699	7,678	$543,218
HD	Home Depot, Inc.	−634	12,516	$4,588,866
LOW	Lowes Companies Inc	−549	5,943	$1,318,573
JPM	Jpmorgan Chase & Co	−512	46,413	$13,455,592
LUV	Southwest Airlines Co	−508	46,644	$1,513,131
BRK-B	Berkshire Hathaway Inc	−504	27,399	$13,309,612
IBM	International Business Machines Corp	−478	4,511	$1,329,752
USB	US Bancorp De	−410	4,755	$215,163
LRCX	Lam Research Corp	−383	87,517	$8,518,904
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
PEP	Pepsico Inc	67,304	$8,886,820
TGT	Target Corp	5,405	$533,203
ULTA	Ulta Beauty, Inc.	468	$218,939
XPO	XPO, Inc.	1,628	$205,600
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
PG	PROCTER & GAMBLE Co	4,630	$789,044
PNC	Pnc Financial Services Group, Inc.	1,562	$274,552
ABBV	AbbVie Inc.	1,310	$274,471
PM	Philip Morris International Inc.	1,497	$237,618
COP	Conocophillips	2,063	$216,656
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 positions · $242,014,491 total · as of Jun 30, 2025

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

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	28,765	+57	$14,307,998	+32.8%	5.91%
GOOGL	Alphabet Inc. Communication Services	Added	78,871	+2,970	$13,899,436	+18.4%	5.74%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	46,413	-512	$13,455,592	+16.9%	5.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	27,399	-504	$13,309,612	−10.4%	5.50%
PANW	Palo Alto Networks Inc Technology	Added	62,076	+1,116	$12,703,232	+22.1%	5.25%
ECL	Ecolab Inc. Basic Materials	Reduced	40,815	-81	$10,997,193	+6.1%	4.54%
CVX	Chevron Corp Energy	Added	70,529	+44,711	$10,099,047	+133.8%	4.17%
UNH	Unitedhealth Group Inc Healthcare	Added	31,037	+23,235	$9,682,612	+137.0%	4.00%
UPS	United Parcel Service Inc Industrials	Reduced	90,247	-750	$9,109,532	−9.0%	3.76%
CAT	Caterpillar Inc Industrials	Reduced	22,978	-110	$8,920,289	+17.1%	3.69%
PEP	Pepsico Inc Consumer Defensive	NEW	67,304	NEW	$8,886,820	NEW	3.67%
XOM	Exxon Mobil Corp Energy	Reduced	79,724	-3,119	$8,594,247	−12.8%	3.55%
LRCX	Lam Research Corp Technology	Reduced	87,517	-383	$8,518,904	+33.3%	3.52%
LMT	Lockheed Martin Corp Industrials	Reduced	17,616	-1,417	$8,158,674	−4.0%	3.37%
FDX	Fedex Corp Industrials	Added	35,563	+728	$8,083,825	−4.8%	3.34%
AAPL	Apple Inc. Technology	Added	33,344	+6,034	$6,841,188	+12.8%	2.83%
CCI	Crown Castle Inc. Real Estate	Added	65,839	+2,419	$6,763,640	+2.3%	2.79%
EOG	Eog Resources Inc Energy	Added	40,005	+6	$4,784,998	−6.7%	1.98%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	12,516	-634	$4,588,866	−4.8%	1.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,093	+8,514	$4,188,813	+108.1%	1.73%
MDT	Medtronic plc Healthcare	Added	47,166	+3,152	$4,111,460	+4.0%	1.70%
MRK	Merck & Co., Inc. Healthcare	Added	36,216	+6,472	$2,866,858	+7.4%	1.18%
BP	Bp PLC Energy	Reduced	85,317	-56	$2,553,537	−11.5%	1.06%
MO	Altria Group, Inc. Consumer Defensive	Reduced	43,512	-966	$2,551,108	−4.4%	1.05%
FHN	First Horizon Corp Financial Services	Added	118,484	+20,548	$2,511,860	+32.1%	1.04%
QQQ	Invesco Qqq Trust, Series 1	Added	4,023	+381	$2,219,247	+29.9%	0.92%
SCHW	Schwab Charles Corp Financial Services	Reduced	24,142	-815	$2,202,716	+12.7%	0.91%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	48,146	-878	$2,022,613	−16.4%	0.84%
FTNT	Fortinet, Inc. Technology	Added	18,706	+4,085	$1,977,598	+40.5%	0.82%
TFC	Truist Financial Corp Financial Services	Added	45,982	+10,596	$1,976,766	+35.8%	0.82%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	41,371	-1,677	$1,957,675	+9.0%	0.81%
VMC	Vulcan Materials CO Basic Materials	Added	7,066	+809	$1,842,954	+26.3%	0.76%
NVO	Novo Nordisk A S Healthcare	Added	26,308	+8,002	$1,815,778	+42.8%	0.75%
VZ	Verizon Communications Inc Communication Services	Added	41,059	+9,242	$1,776,622	+23.1%	0.73%
OC	Owens Corning Industrials	Added	11,994	+2,259	$1,649,414	+18.6%	0.68%
LUV	Southwest Airlines Co Industrials	Reduced	46,644	-508	$1,513,131	−4.4%	0.63%
STLD	Steel Dynamics Inc Basic Materials	Added	11,129	+178	$1,424,623	+4.0%	0.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,406	-147	$1,391,855	−5.2%	0.58%
RF	Regions Financial Corp Financial Services	Reduced	58,920	-181	$1,385,798	+7.9%	0.57%
JBHT	Hunt J B Transport Services Inc Industrials	Added	9,435	+210	$1,354,866	−0.7%	0.56%
ORCL	Oracle Corp Technology	Added	6,190	+659	$1,353,319	+75.0%	0.56%
IBM	International Business Machines Corp Technology	Reduced	4,511	-478	$1,329,752	+7.2%	0.55%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	5,943	-549	$1,318,573	−12.9%	0.54%
NUE	Nucor Corp Basic Materials	Reduced	9,631	-1,149	$1,247,599	−3.8%	0.52%
SPY	Spdr S&P 500 ETF Trust	Added	1,842	+6	$1,138,079	+10.8%	0.47%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,857	+25	$1,051,953	+7.6%	0.43%
BA	Boeing Co Industrials	Reduced	4,002	-757	$838,539	+3.3%	0.35%
HUM	Humana Inc Healthcare	Held	2,871	0	$701,902	−7.6%	0.29%
DUK	Duke Energy CORP Utilities	Reduced	5,760	-2,516	$679,680	−32.7%	0.28%
KO	Coca Cola Co Consumer Defensive	Reduced	7,678	-699	$543,218	−9.5%	0.22%