Friday Financial
Filing Date
Global Rank
#2,620
/ 3,203
▲ 5105
Top Industry
Consumer Electronics
23.6%
3Y Alpha vs SPY
-1.9%
Period ended 30 days ago
Filed Jul 9, 2026 · 21d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 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.
Cloned portfolio
+20.7%
SPY
+21.4%
Annualised alpha
-0.5%
Max drawdown
−24.9%
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. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
19.4%
−2.8 pts
Top 5
54.3%
−6.5 pts
Top 10
72.8%
−7.0 pts
HHI
825
Diversified−182
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.3% | $11,030,203 |
| Financial Services | 18.6% | $5,652,898 |
| Unclassified | 17.5% | $5,331,562 |
| Industrials | 11.5% | $3,509,398 |
| Consumer Cyclical | 7.8% | $2,377,482 |
| Consumer Defensive | 4.6% | $1,397,231 |
| Communication Services | 1.9% | $566,675 |
| Healthcare | 1.0% | $298,797 |
| Utilities | 0.7% | $227,117 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +2,976 | 3,966 | $2,920,562 | |
| AAPL | Apple Inc. | +2,162 | 20,403 | $5,903,812 | |
| UMBF | Umb Financial Corp | +1,533 | 27,445 | $3,918,048 | |
| IBIT | iShares Bitcoin Trust ETF | +1,346 | 47,634 | $1,585,735 | |
| WMT | Walmart Inc. | +966 | 7,511 | $850,695 | |
| JPM | Jpmorgan Chase & Co | +361 | 2,741 | $897,211 | |
| AMZN | Amazon Com Inc | +186 | 2,064 | $491,933 | |
| MSFT | Microsoft Corp | +183 | 1,127 | $420,393 | |
| NVDA | Nvidia Corp | +171 | 4,891 | $978,640 | |
| IBM | International Business Machines Corp | +35 | 1,903 | $535,142 | |
| AVGO | Broadcom Inc. | +7 | 1,893 | $715,080 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SNDK | Sandisk Corp | 333 | $757,152 | |
| WDC | Western Digital Corp | 1,000 | $638,720 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 477 | $335,493 | |
| PG | PROCTER & GAMBLE Co | 2,147 | $314,836 | |
| GOOGL | Alphabet Inc. | 869 | $310,554 | |
| AMD | Advanced Micro Devices Inc | 502 | $291,616 | |
| JNJ | Johnson & Johnson | 1,062 | $269,716 | |
| MS | Morgan Stanley | 1,125 | $235,170 | |
| KO | Coca Cola Co | 2,851 | $231,700 | |
| WEC | Wec Energy Group, Inc. | 1,945 | $227,117 | |
| SPY | Spdr S&P 500 ETF Trust | 302 | $225,524 | |
| TXN | Texas Instruments Inc | 738 | $219,975 | |
| HITI | High Tide Inc. | 12,755 | $29,081 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 1,316 | $223,272 | |
| No positions match the current search. | ||||
33 tracked positions ·
$30,391,363 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 20,403 | $5,903,812 | 19.43% | |
| UMBF |
Umb Financial Corp
Financial Services
|
Added | 27,445 | $3,918,048 | 12.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,966 | $2,920,562 | 9.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,483 | $1,885,549 | 6.20% | |
| DE |
Deere & Co
Industrials
|
Held | 2,959 | $1,876,982 | 6.18% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 47,634 | $1,585,735 | 5.22% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Held | 1,819 | $1,309,752 | 4.31% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,891 | $978,640 | 3.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,741 | $897,211 | 2.95% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 7,511 | $850,695 | 2.80% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 333 | $757,152 | 2.49% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,893 | $715,080 | 2.35% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 1,000 | $638,720 | 2.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,204 | $602,469 | 1.98% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,903 | $535,142 | 1.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,064 | $491,933 | 1.62% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,127 | $420,393 | 1.38% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,217 | $377,868 | 1.24% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
NEW | 477 | $335,493 | 1.10% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 303 | $322,664 | 1.06% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 2,147 | $314,836 | 1.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 869 | $310,554 | 1.02% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 502 | $291,616 | 0.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 1,062 | $269,716 | 0.89% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
Held | 6,678 | $264,248 | 0.87% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 2,661 | $256,121 | 0.84% | |
| MS |
Morgan Stanley
Financial Services
|
NEW | 1,125 | $235,170 | 0.77% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,851 | $231,700 | 0.76% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
NEW | 1,945 | $227,117 | 0.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 302 | $225,524 | 0.74% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 738 | $219,975 | 0.72% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 1,644 | $191,805 | 0.63% | |
| HITI |
High Tide Inc.
Healthcare
|
NEW | 12,755 | $29,081 | 0.10% |
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.