Financial Concepts Unlimited, Inc.

Financial Concepts Unlimited, Inc. reported 44 holdings worth US$128M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 6, 2026

Financial Concepts Unlimited, Inc. reported 44 holdings worth US$128M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Amazon.com, Inc. Filed Aug 6, 2026 (Form 13F).

Holdings
44
Value as reported
US$128M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation45,956US$9.2M7.2%
Apple Inc6,570US$1.9M1.5%
Amazon.com, Inc.3,263US$778K0.61%
Tesla, Inc.1,820US$765K0.60%
Jp Morgan Chase & Co.1,549US$507K0.40%
Alphabet Inc (google) Class C1,394US$498K0.39%
Eli Lilly And Company406US$487K0.38%
Home Depot, Inc. (the)1,060US$374K0.29%
Walmart Inc.3,228US$366K0.29%
Microsoft Corp.941US$351K0.28%
Marriott International840US$311K0.24%
Exxon Mobil Corporation1,901US$260K0.20%
Meta Platforms, Inc.456US$257K0.20%
Cisco Systems, Inc.1,871US$220K0.17%
Caterpillar, Inc.0US$00.00%
American Express Company0US$00.00%

Source

View original at SEC

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