Henderson Brothers Financial Partners, LLC
Henderson Brothers Financial Partners, LLC reported 77 holdings worth US$211M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Henderson Brothers Financial Partners, LLC reported 77 holdings worth US$211M as of Jun 30, 2026. Largest: Broadcom Inc., Dick's Sporting Goods Inc and Micron Technology, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 77
- Value as reported
- US$211M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Broadcom Inc. | 6,343 | US$2.4M | 1.1% |
| Dick's Sporting Goods Inc | 9,692 | US$2.2M | 1.0% |
| Micron Technology, Inc. | 977 | US$1.13M | 0.53% |
| Nvidia Corporation | 5,421 | US$1.08M | 0.51% |
| Alphabet Inc (google) Class C | 2,343 | US$837K | 0.40% |
| Apple Inc | 2,713 | US$785K | 0.37% |
| Amazon.com, Inc. | 2,924 | US$697K | 0.33% |
| Jp Morgan Chase & Co. | 2,013 | US$659K | 0.31% |
| Microsoft Corp. | 1,744 | US$650K | 0.31% |
| Caterpillar, Inc. | 570 | US$607K | 0.29% |
| Berkshire Hathaway Inc. | 1,141 | US$571K | 0.27% |
| Cisco Systems, Inc. | 4,636 | US$545K | 0.26% |
| Exxon Mobil Corporation | 3,968 | US$542K | 0.26% |
| Eli Lilly And Company | 361 | US$433K | 0.20% |
| Merck & Company, Inc. | 3,051 | US$392K | 0.19% |
| Mastercard Incorporated | 734 | US$377K | 0.18% |
| Meta Platforms, Inc. | 662 | US$373K | 0.18% |
| Walmart Inc. | 2,983 | US$338K | 0.16% |
| Johnson & Johnson | 1,288 | US$327K | 0.15% |
| Lockheed Martin Corporation | 624 | US$318K | 0.15% |
| Tjx Companies, Inc. (the) | 2,046 | US$310K | 0.15% |
| Equinix, Inc. | 295 | US$308K | 0.15% |
| Procter & Gamble Company (the) | 2,037 | US$299K | 0.14% |
| Oracle Corporation | 2,032 | US$298K | 0.14% |
| At&t Inc. | 13,623 | US$282K | 0.13% |
| Waste Management, Inc. | 1,189 | US$265K | 0.13% |
| Vulcan Materials Company (holding Company) | 845 | US$249K | 0.12% |
| Pepsico, Inc. | 1,830 | US$248K | 0.12% |
| Verizon Communications Inc. | 5,103 | US$216K | 0.10% |
| Mckesson Corporation | 282 | US$213K | 0.10% |
| Sysco Corporation | 2,426 | US$203K | 0.10% |
| Nextera Energy, Inc. | 2,300 | US$202K | 0.10% |
| Ge Aerospace | 535 | US$200K | 0.09% |
| Aris Mining Corp | 12,000 | US$179K | 0.08% |
| Equinox Gold Corp. | 11,025 | US$107K | 0.05% |
Source
View original at SEC
Related