Second Half Financial Partners, LLC
Second Half Financial Partners, LLC reported 109 holdings worth US$244M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Second Half Financial Partners, LLC reported 109 holdings worth US$244M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 109
- Value as reported
- US$244M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 12,789 | US$3.7M | 1.5% |
| Nvidia Corporation | 10,257 | US$2.05M | 0.84% |
| Amazon.com, Inc. | 4,468 | US$1.06M | 0.44% |
| General Dynamics Corporation | 2,936 | US$1.04M | 0.43% |
| L3harris Technologies, Inc. | 2,934 | US$853K | 0.35% |
| Rocket Companies, Inc. | 53,129 | US$837K | 0.34% |
| Expedia Group, Inc. | 3,264 | US$835K | 0.34% |
| Microsoft Corp. | 2,222 | US$829K | 0.34% |
| Jp Morgan Chase & Co. | 2,530 | US$828K | 0.34% |
| Caterpillar, Inc. | 771 | US$821K | 0.34% |
| Lamar Advertising Company | 5,102 | US$796K | 0.33% |
| Arista Networks, Inc. | 4,626 | US$786K | 0.32% |
| Walmart Inc. | 6,623 | US$750K | 0.31% |
| Altria Group, Inc. | 10,263 | US$738K | 0.30% |
| Alphabet Inc (google) Class C | 2,031 | US$726K | 0.30% |
| Sterling Infrastructure, Inc. | 856 | US$718K | 0.29% |
| Tesla, Inc. | 1,643 | US$691K | 0.28% |
| Netflix, Inc. | 9,546 | US$682K | 0.28% |
| Bristol-myers Squibb Company | 11,545 | US$665K | 0.27% |
| Shopify Inc. | 5,761 | US$658K | 0.27% |
| Broadcom Inc. | 1,702 | US$643K | 0.26% |
| Berkshire Hathaway Inc. | 1,195 | US$598K | 0.25% |
| Vodafone Group Public Limited Company | 44,906 | US$594K | 0.24% |
| Nextera Energy, Inc. | 6,757 | US$593K | 0.24% |
| Abbvie Inc. | 2,273 | US$572K | 0.23% |
| Eli Lilly And Company | 477 | US$572K | 0.23% |
| Delta Air Lines, Inc. | 5,489 | US$514K | 0.21% |
| Argan, Inc. | 565 | US$451K | 0.18% |
| Coca-cola Company (the) | 5,252 | US$427K | 0.17% |
| Micron Technology, Inc. | 350 | US$404K | 0.17% |
| Celestica Inc. | 1,000 | US$365K | 0.15% |
| Motorola Solutions, Inc. | 868 | US$361K | 0.15% |
| Twilio Inc. | 1,741 | US$359K | 0.15% |
| Southern Company (the) | 3,723 | US$356K | 0.15% |
| Home Depot, Inc. (the) | 1,005 | US$354K | 0.15% |
| Tjx Companies, Inc. (the) | 2,186 | US$331K | 0.14% |
| Meta Platforms, Inc. | 571 | US$322K | 0.13% |
| Credo Technology Group Holding Ltd | 1,158 | US$315K | 0.13% |
| Entergy Corporation | 2,734 | US$314K | 0.13% |
| Dominion Energy, Inc. | 4,320 | US$295K | 0.12% |
| Parker-hannifin Corporation | 289 | US$283K | 0.12% |
| Johnson & Johnson | 1,097 | US$279K | 0.11% |
| At&t Inc. | 13,273 | US$275K | 0.11% |
| Powell Industries, Inc. | 949 | US$272K | 0.11% |
| Rtx Corporation | 1,402 | US$266K | 0.11% |
| Csx Corporation | 5,534 | US$263K | 0.11% |
| Texas Instruments Incorporated | 873 | US$260K | 0.11% |
| Verizon Communications Inc. | 6,139 | US$260K | 0.11% |
| Advanced Micro Devices Inc | 427 | US$248K | 0.10% |
| Nucor Corporation | 1,092 | US$243K | 0.10% |
| Duke Energy Corporation (holding Company) | 1,901 | US$241K | 0.10% |
| Applied Materials, Inc. | 330 | US$238K | 0.10% |
| Manulife Financial Corporation | 5,763 | US$233K | 0.10% |
| Union Pacific Corporation | 827 | US$225K | 0.09% |
| Constellation Energy Corporation | 903 | US$224K | 0.09% |
| D.r. Horton, Inc. | 1,360 | US$222K | 0.09% |
| American Express Company | 646 | US$219K | 0.09% |
| United Rentals, Inc. | 188 | US$213K | 0.09% |
| Truist Financial Corporation | 4,229 | US$211K | 0.09% |
| Ezcorp, Inc. | 5,932 | US$205K | 0.08% |
| Pnc Financial Services Group, Inc. (the) | 822 | US$202K | 0.08% |
| Rumble Inc. | 20,373 | US$129K | 0.05% |
| Exelixis, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Lam Research Corporation | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Qualcomm Incorporated | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
| Visa Inc. | 0 | US$0 | 0.00% |
Source
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