Financial Partners Group, LLC

CIK

1965246

Location

GALLATIN, TN

Portfolio Value

Micro $47,818,587

Diversification

Diversified

Filing Date

Global Rank

#3,616 / 7,991 ▲ 122

Top Industry

Software - Infrastructure 12.8%

3Y Alpha vs SPY

-0.6%

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

+73.6%

SPY

+76.3%

Annualised alpha

-0.6%

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

9 positions · $47,818,587 total · Technology only · as of Jun 30, 2025

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NXPI	NXP Semiconductors N.V. Technology	Added	1,785	+208	$390,004	+30.1%	0.82%
INTC	Intel Corp Technology	Reduced	17,705	-9,681	$396,592	−36.2%	0.83%
IBM	International Business Machines Corp Technology	Reduced	4,511	-478	$1,329,752	+7.2%	2.78%
ORCL	Oracle Corp Technology	Added	6,190	+659	$1,353,319	+75.0%	2.83%
FTNT	Fortinet, Inc. Technology	Added	18,706	+4,085	$1,977,598	+40.5%	4.14%
AAPL	Apple Inc. Technology	Added	33,344	+6,034	$6,841,188	+12.8%	14.31%
LRCX	Lam Research Corp Technology	Reduced	87,517	-383	$8,518,904	+33.3%	17.82%
PANW	Palo Alto Networks Inc Technology	Added	62,076	+1,116	$12,703,232	+22.1%	26.57%
MSFT	Microsoft Corp Technology	Added	28,765	+57	$14,307,998	+32.8%	29.92%