Dynamic Financial Group reported 76 holdings worth US$132M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Dynamic Financial Group reported 76 holdings worth US$132M as of Jun 30, 2026. Largest: Deere & Company, Verizon Communications Inc. and Alphabet Inc (google) Class C. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 76
- Value as reported
- US$132M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Deere & Company | 18,389 | US$11.7M | 8.8% |
| Verizon Communications Inc. | 84,299 | US$3.57M | 2.7% |
| Alphabet Inc (google) Class C | 4,923 | US$1.76M | 1.3% |
| Pfizer, Inc. | 68,055 | US$1.64M | 1.2% |
| Apple Inc | 5,486 | US$1.59M | 1.2% |
| Berkshire Hathaway Inc. | 1,852 | US$927K | 0.70% |
| Caseys General Stores, Inc. | 1,005 | US$799K | 0.60% |
| Amazon.com, Inc. | 3,344 | US$797K | 0.60% |
| Nvidia Corporation | 3,761 | US$753K | 0.57% |
| At&t Inc. | 29,349 | US$608K | 0.46% |
| Phillips Edison & Company, Inc. | 14,393 | US$599K | 0.45% |
| Microsoft Corp. | 1,418 | US$529K | 0.40% |
| Altria Group, Inc. | 7,146 | US$514K | 0.39% |
| Delta Air Lines, Inc. | 5,408 | US$507K | 0.38% |
| Ge Aerospace | 1,176 | US$440K | 0.33% |
| Walmart Inc. | 3,008 | US$341K | 0.26% |
| Exxon Mobil Corporation | 2,426 | US$332K | 0.25% |
| Ge Vernova Inc. | 262 | US$308K | 0.23% |
| Visa Inc. | 727 | US$249K | 0.19% |
| Eli Lilly And Company | 198 | US$238K | 0.18% |
| Unitedhealth Group Incorporated | 560 | US$233K | 0.18% |
| M&t Bank Corporation | 933 | US$222K | 0.17% |
| Kimberly-clark Corporation | 1,890 | US$208K | 0.16% |
| Rocket Companies, Inc. | 12,505 | US$197K | 0.15% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |