Dynamic Financial Group
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
31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 39.3% | $12,918,526 |
| Communication Services | 15.6% | $5,128,776 |
| Financial Services | 10.3% | $3,381,372 |
| Technology | 8.7% | $2,868,908 |
| Unclassified | 7.6% | $2,505,547 |
| Healthcare | 6.4% | $2,109,003 |
| Consumer Cyclical | 4.9% | $1,595,771 |
| Consumer Defensive | 3.2% | $1,062,305 |
| Real Estate | 1.8% | $599,036 |
| Basic Materials | 1.1% | $357,030 |
| Energy | 1.0% | $331,682 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DE | Deere & Co | +9,473 | 18,389 | $11,664,694 | |
| MSFT | Microsoft Corp | +37 | 1,418 | $528,942 | |
| GE | General Electric Co | +33 | 1,176 | $439,506 | |
| MO | Altria Group, Inc. | +21 | 7,146 | $514,154 | |
| CASY | Caseys General Stores Inc | +17 | 1,005 | $798,763 | |
| AMZN | Amazon Com Inc | +16 | 3,344 | $797,008 | |
| NVDA | Nvidia Corp | +14 | 3,761 | $752,538 | |
| GEV | GE Vernova Inc. | +14 | 262 | $307,813 | |
| AAPL | Apple Inc. | +3 | 5,486 | $1,587,428 | |
| WMT | Walmart Inc. | +2 | 3,008 | $340,686 | |
| SPY | Spdr S&P 500 ETF Trust | +1 | 745 | $556,343 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NUV | Nuveen Municipal Value Fund Inc | −102,058 | 166,319 | $1,533,461 | |
| VZ | Verizon Communications Inc | −2,783 | 84,299 | $3,569,219 | |
| GOOGL | Alphabet Inc. | −2,292 | 2,664 | $952,033 | |
| T | At&T Inc. | −595 | 29,349 | $607,524 | |
| PFE | Pfizer Inc | −77 | 68,055 | $1,638,764 | |
| QQQ | Invesco Qqq Trust, Series 1 | −40 | 1,222 | $899,880 | |
| IAU | Ishares Gold Trust | −15 | 6,686 | $504,859 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DE |
Deere & Co
Industrials
|
Added | 18,389 | $11,664,694 | 35.50% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 84,299 | $3,569,219 | 10.86% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 68,055 | $1,638,764 | 4.99% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,486 | $1,587,428 | 4.83% | |
| NUV |
Nuveen Municipal Value Fund Inc
Financial Services
|
Reduced | 166,319 | $1,533,461 | 4.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,664 | $952,033 | 2.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,852 | $926,722 | 2.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,222 | $899,880 | 2.74% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Added | 1,005 | $798,763 | 2.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,344 | $797,008 | 2.43% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,761 | $752,538 | 2.29% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 29,349 | $607,524 | 1.85% | |
| PECO |
Phillips Edison & Company, Inc.
Real Estate
|
Held | 14,393 | $599,036 | 1.82% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 745 | $556,343 | 1.69% | |
| GLD |
Spdr Gold Trust
|
Held | 1,478 | $544,465 | 1.66% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,418 | $528,942 | 1.61% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 7,146 | $514,154 | 1.56% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Held | 5,408 | $506,513 | 1.54% | |
| IAU |
Ishares Gold Trust
|
Reduced | 6,686 | $504,859 | 1.54% | |
| GE |
General Electric Co
Industrials
|
Added | 1,176 | $439,506 | 1.34% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 688 | $357,030 | 1.09% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,008 | $340,686 | 1.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 2,426 | $331,682 | 1.01% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 262 | $307,813 | 0.94% | |
| AON |
Aon plc
Financial Services
|
Held | 762 | $252,747 | 0.77% | |
| V |
Visa Inc.
Financial Services
|
Held | 727 | $249,426 | 0.76% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 198 | $237,487 | 0.72% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 560 | $232,752 | 0.71% | |
| MTB |
M&T Bank Corp
Financial Services
|
NEW | 933 | $222,063 | 0.68% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
NEW | 1,890 | $207,465 | 0.63% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
NEW | 12,505 | $196,953 | 0.60% |
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.