Dynamic Financial Group

CIK

2061178

Location

Cedar Falls, IA

Portfolio Value

Micro $26,605,917

Diversification

Diversified

Filing Date

Global Rank

#7,527 / 8,604 ▲ 123 · as of Mar 2026

Top Industry

Telecom Services 21.9%

3Y Alpha vs SPY

-1.9%

Period ended 3 months ago

Filed May 12, 2026 · 57d

6 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

+20.5%

SPY

+24.4%

Annualised alpha

-2.7%

Max drawdown

−13.1%

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

28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.9%

+0.0 pts

Top 5

56.8%

+3.2 pts

Top 10

71.7%

+2.0 pts

HHI

883

Diversified+74

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	22.6%	$6,007,664	3
Industrials	22.3%	$5,922,733	4
Financial Services	14.2%	$3,765,873	4
Unclassified	10.0%	$2,662,412	5
Technology	9.6%	$2,556,210	3
Healthcare	7.2%	$1,913,146	1
Consumer Cyclical	6.2%	$1,642,853	3
Consumer Defensive	3.2%	$843,763	2
Real Estate	2.0%	$538,586	1
Energy	1.5%	$411,595	1
Basic Materials	1.3%	$341,082	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+6,964	68,132	$1,913,146
T	At&T Inc.	+3,263	29,944	$868,076
NUV	Nuveen Municipal Value Fund Inc	+289	268,377	$2,412,709
MSFT	Microsoft Corp	+78	1,381	$511,204
NVDA	Nvidia Corp	+23	3,747	$653,476
SPY	Spdr S&P 500 ETF Trust	+17	744	$483,852
MO	Altria Group, Inc.	+15	7,125	$470,178
WMT	Walmart Inc.	+1	3,006	$373,585
CASY	Caseys General Stores Inc	+1	988	$719,125
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
PECO	Phillips Edison & Company, Inc.	−7,831	14,393	$538,586
DE	Deere & Co	−1,581	8,916	$5,022,382
IAU	Ishares Gold Trust	−901	6,701	$590,760
GLD	Spdr Gold Trust	−270	1,478	$635,968
GE	General Electric Co	−244	1,143	$324,349
VZ	Verizon Communications Inc	−236	87,082	$4,371,516
GOOGL	Alphabet Inc.	−78	2,671	$768,072
GEV	GE Vernova Inc.	−61	248	$216,479
BRK-B	Berkshire Hathaway Inc	−35	1,852	$887,478
QQQ	Invesco Qqq Trust, Series 1	−32	1,262	$728,401
AAPL	Apple Inc.	−3	5,483	$1,391,530
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SLV	iShares Silver Trust	3,279	$223,431
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	198	$212,786
TSLA	Tesla, Inc.	460	$206,871
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $26,605,917 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DE	Deere & Co Industrials	Reduced	8,916	-1,581	$5,022,382	+2.8%	18.88%
VZ	Verizon Communications Inc Communication Services	Reduced	87,082	-236	$4,371,516	+22.9%	16.43%
NUV	Nuveen Municipal Value Fund Inc Financial Services	Added	268,377	+289	$2,412,709	−0.7%	9.07%
PFE	Pfizer Inc Healthcare	Added	68,132	+6,964	$1,913,146	+25.6%	7.19%
AAPL	Apple Inc. Technology	Reduced	5,483	-3	$1,391,530	−6.7%	5.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,852	-35	$887,478	−6.4%	3.34%
T	At&T Inc. Communication Services	Added	29,944	+3,263	$868,076	+31.0%	3.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,671	-78	$768,072	−10.7%	2.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,262	-32	$728,401	−8.4%	2.74%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	988	+1	$719,125	+31.8%	2.70%
AMZN	Amazon Com Inc Consumer Cyclical	Held	3,328	0	$693,122	−9.8%	2.61%
NVDA	Nvidia Corp Technology	Added	3,747	+23	$653,476	−5.9%	2.46%
GLD	Spdr Gold Trust	Reduced	1,478	-270	$635,968	−8.2%	2.39%
IAU	Ishares Gold Trust	Reduced	6,701	-901	$590,760	−4.3%	2.22%
PECO	Phillips Edison & Company, Inc. Real Estate	Reduced	14,393	-7,831	$538,586	−31.9%	2.02%
MSFT	Microsoft Corp Technology	Added	1,381	+78	$511,204	−18.9%	1.92%
SPY	Spdr S&P 500 ETF Trust	Added	744	+17	$483,852	−2.4%	1.82%
MO	Altria Group, Inc. Consumer Defensive	Added	7,125	+15	$470,178	+14.7%	1.77%
XOM	Exxon Mobil Corp Energy	Held	2,426	0	$411,595	+41.0%	1.55%
WMT	Walmart Inc. Consumer Defensive	Added	3,006	+1	$373,585	+11.6%	1.40%
DAL	Delta Air Lines, Inc. Industrials	Held	5,408	0	$359,523	−4.2%	1.35%
LIN	Linde PLC Basic Materials	Held	688	0	$341,082	+16.3%	1.28%
GE	General Electric Co Industrials	Reduced	1,143	-244	$324,349	−24.1%	1.22%
AON	Aon plc Financial Services	Held	762	0	$245,958	−8.5%	0.92%
MCD	Mcdonalds Corp Consumer Cyclical	Held	742	0	$230,606	+1.7%	0.87%
SLV	iShares Silver Trust	NEW	3,279	NEW	$223,431	NEW	0.84%
V	Visa Inc. Financial Services	Held	727	0	$219,728	−13.8%	0.83%
GEV	GE Vernova Inc. Industrials	Reduced	248	-61	$216,479	+7.2%	0.81%