Finley Financial, LLC reported 110 holdings worth US$248M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Finley Financial, LLC reported 110 holdings worth US$248M as of Jun 30, 2026. Largest: Amazon.com, Inc., Credo Technology Group Holding Ltd and United Parcel Service, Inc. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 110
- Value as reported
- US$248M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 2,000 | US$477K | 0.19% |
| Credo Technology Group Holding Ltd | 1,380 | US$375K | 0.15% |
| United Parcel Service, Inc. | 2,626 | US$282K | 0.11% |
| Laird Superfood, Inc. | 50,000 | US$235K | 0.09% |
| Intel Corporation | 1,284 | US$179K | 0.07% |
| Lam Research Corporation | 400 | US$173K | 0.07% |
| Starbucks Corporation | 1,008 | US$103K | 0.04% |
| Mcdonald's Corporation | 361 | US$97,582 | 0.04% |
| Walmart Inc. | 609 | US$68,975 | 0.03% |
| Ford Mtr Co Del | 4,725 | US$65,678 | 0.03% |
| Oracle Corporation | 400 | US$58,620 | 0.02% |
| Home Depot, Inc. (the) | 145 | US$51,139 | 0.02% |
| Allbirds, Inc. | 10,000 | US$40,000 | 0.02% |
| Johnson & Johnson | 104 | US$26,413 | 0.01% |
| Toast, Inc. | 469 | US$13,048 | <0.01% |
| Mccormick & Company, Incorporated | 224 | US$11,294 | <0.01% |
| Nu Holdings Ltd. | 771 | US$10,301 | <0.01% |