Finley Financial, LLC
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical 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.
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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 90.6% | $20,482,528 |
| Technology | 3.7% | $839,574 |
| Consumer Cyclical | 3.5% | $794,083 |
| Industrials | 1.2% | $282,295 |
| Communication Services | 0.4% | $89,071 |
| Consumer Defensive | 0.4% | $80,269 |
| Healthcare | 0.1% | $26,412 |
| Financial Services | 0.0% | $10,300 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FBTC | Fidelity Wise Origin Bitcoin Fund | 235 | $11,996 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 23,606 | $17,383,458 | 76.90% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 3,475 | $2,444,106 | 10.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 861 | $642,968 | 2.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,000 | $476,680 | 2.11% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Held | 1,380 | $375,291 | 1.66% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 2,626 | $282,295 | 1.25% | |
| INTC |
Intel Corp
Technology
|
Held | 1,284 | $179,284 | 0.79% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 400 | $173,332 | 0.77% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 1,008 | $103,007 | 0.46% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 361 | $97,581 | 0.43% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Held | 194 | $89,071 | 0.39% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 609 | $68,975 | 0.31% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 4,725 | $65,677 | 0.29% | |
| ORCL |
Oracle Corp
Technology
|
Held | 400 | $58,620 | 0.26% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 145 | $51,138 | 0.23% | |
| BIRD |
Smartbird, Inc.
Technology
|
Held | 10,000 | $40,000 | 0.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 104 | $26,412 | 0.12% | |
| TOST |
Toast, Inc.
Technology
|
Held | 469 | $13,047 | 0.06% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
NEW | 235 | $11,996 | 0.05% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Held | 224 | $11,294 | 0.05% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Held | 771 | $10,300 | 0.05% |
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.