Flagstone Financial Management

Flagstone Financial Management reported 77 holdings worth US$447M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Flagstone Financial Management reported 77 holdings worth US$447M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Jp Morgan Chase & Co. Filed Jul 21, 2026 (Form 13F).

Holdings
77
Value as reported
US$447M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.13,593US$6.8M1.5%
Apple Inc11,485US$3.32M0.74%
Jp Morgan Chase & Co.6,694US$2.19M0.49%
Microsoft Corp.5,100US$1.9M0.43%
U.s. Bancorp23,693US$1.43M0.32%
Alphabet Inc (google) Class C3,708US$1.33M0.30%
Nvidia Corporation5,043US$1.01M0.23%
Exxon Mobil Corporation6,531US$893K0.20%
Wells Fargo & Company10,746US$888K0.20%
Deere & Company1,032US$655K0.15%
Amazon.com, Inc.2,558US$610K0.14%
Mastercard Incorporated1,140US$586K0.13%
Markel Group Inc.282US$551K0.12%
Johnson & Johnson1,906US$484K0.11%
Oracle Corporation3,278US$480K0.11%
Pepsico, Inc.3,400US$460K0.10%
Cisco Systems, Inc.3,551US$417K0.09%
Equity Lifestyle Properties, Inc.5,677US$366K0.08%
Applied Materials, Inc.499US$361K0.08%
Boston Omaha Corporation24,775US$338K0.08%
Rockwell Automation, Inc.681US$337K0.08%
Walmart Inc.2,745US$311K0.07%
Union Pacific Corporation1,093US$297K0.07%
Verizon Communications Inc.6,619US$280K0.06%
Bank Of America Corporation4,836US$276K0.06%
Valero Energy Corporation1,000US$260K0.06%
Philip Morris International Inc1,300US$235K0.05%
Palo Alto Networks, Inc.670US$228K0.05%
Visa Inc.646US$222K0.05%
Gilead Sciences, Inc.1,737US$219K0.05%
Dominion Energy, Inc.3,200US$219K0.05%
Caterpillar, Inc.200US$213K0.05%
Nextera Energy, Inc.2,333US$205K0.05%

Source

View original at SEC

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