Finley Financial, LLC

CIK

2047823

Location

LAS VEGAS, NV

Portfolio Value

Micro $22,604,532

Diversification

Highly concentrated

Filing Date

Global Rank

#247 / 295 ▲ 7544

Top Industry

Semiconductors 26.1%

3Y Alpha vs SPY

+3.3%

Period ended 9 days ago

Filed Jul 8, 2026 · 1d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+29.5%

SPY

+24.0%

Annualised alpha

+3.6%

Max drawdown

−21.9%

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

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

Top Position

76.9%

+0.9 pts

Top 5

94.3%

−0.8 pts

Top 10

98.0%

+0.1 pts

HHI

6,050

Highly concentrated+99

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.6%	$20,482,528	4
Consumer Cyclical	3.7%	$834,083	6
Technology	3.5%	$799,574	5
Industrials	1.2%	$282,295	1
Communication Services	0.4%	$89,071	1
Consumer Defensive	0.4%	$80,269	2
Healthcare	0.1%	$26,412	1
Financial Services	0.0%	$10,300	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−395	23,606	$17,383,458
MDY	Spdr S&P Midcap 400 ETF Trust	−150	3,475	$2,444,106
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
FBTC	Fidelity Wise Origin Bitcoin Fund	235	$11,996
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

21 positions · $22,604,532 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	23,606	-395	$17,383,458	+25.5%	76.90%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,475	-150	$2,444,106	+9.3%	10.81%
SPY	Spdr S&P 500 ETF Trust	Held	861	0	$642,968	+14.8%	2.84%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,000	0	$476,680	+14.4%	2.11%
CRDO	Credo Technology Group Holding Ltd Technology	Held	1,380	0	$375,291	+189.7%	1.66%
UPS	United Parcel Service Inc Industrials	Held	2,626	0	$282,295	+9.3%	1.25%
INTC	Intel Corp Technology	Held	1,284	0	$179,284	+216.4%	0.79%
LRCX	Lam Research Corp Technology	Held	400	0	$173,332	+102.8%	0.77%
SBUX	Starbucks Corp Consumer Cyclical	Held	1,008	0	$103,007	+14.1%	0.46%
MCD	Mcdonalds Corp Consumer Cyclical	Held	361	0	$97,581	−13.0%	0.43%
SPOT	Spotify Technology S.A. Communication Services	Held	194	0	$89,071	−5.3%	0.39%
WMT	Walmart Inc. Consumer Defensive	Held	609	0	$68,975	−8.9%	0.31%
F	Ford Motor Co Consumer Cyclical	Held	4,725	0	$65,677	+20.5%	0.29%
ORCL	Oracle Corp Technology	Held	400	0	$58,620	−0.4%	0.26%
HD	Home Depot, Inc. Consumer Cyclical	Held	145	0	$51,138	+7.2%	0.23%
BIRD	Smartbird, Inc. Consumer Cyclical	Held	10,000	0	$40,000	+32.9%	0.18%
JNJ	Johnson & Johnson Healthcare	Held	104	0	$26,412	+3.9%	0.12%
TOST	Toast, Inc. Technology	Held	469	0	$13,047	+4.9%	0.06%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	235	NEW	$11,996	NEW	0.05%
MKC	Mccormick & Co Inc Consumer Defensive	Held	224	0	$11,294	−0.0%	0.05%
NU	Nu Holdings Ltd. Financial Services	Held	771	0	$10,300	−7.0%	0.05%