Team Financial Group, LLC

Team Financial Group, LLC reported 56 holdings worth US$236M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 13, 2026

Team Financial Group, LLC reported 56 holdings worth US$236M as of Jun 30, 2026. Largest: Apple Inc, Costco Wholesale Corporation and Amazon.com, Inc. Filed Jul 13, 2026 (Form 13F).

Holdings
56
Value as reported
US$236M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc2,722US$788K0.33%
Costco Wholesale Corporation492US$460K0.20%
Amazon.com, Inc.1,486US$354K0.15%
Nvidia Corporation1,709US$342K0.15%
Home Depot, Inc. (the)812US$286K0.12%
Procter & Gamble Company (the)1,656US$243K0.10%
Deere & Company0US$00.00%
Meta Platforms, Inc.0US$00.00%
Jones Lang Lasalle Incorporated0US$00.00%
Conocophillips0US$00.00%
International Business Machines Corporation0US$00.00%
Allstate Corporation (the)0US$00.00%
Ge Aerospace0US$00.00%
Broadcom Inc.0US$00.00%
Merck & Company, Inc.0US$00.00%
Phillips 660US$00.00%
Walmart Inc.0US$00.00%
Berkshire Hathaway Inc.0US$00.00%
Rtx Corporation0US$00.00%
Chevron Corporation0US$00.00%
Ge Vernova Inc.0US$00.00%
Coherent Corp.0US$00.00%
Walt Disney Company (the)0US$00.00%
Universal Health Services, Inc.0US$00.00%
Dave Inc.0US$00.00%
Morgan Stanley0US$00.00%
Starbucks Corporation0US$00.00%
Fedex Corporation0US$00.00%
Rockwell Automation, Inc.0US$00.00%
Jp Morgan Chase & Co.0US$00.00%
Pepsico, Inc.0US$00.00%
Alphabet Inc (google) Class C0US$00.00%
Wisdomtree, Inc.0US$00.00%
Norfolk Southern Corporation0US$00.00%
Mcdonald's Corporation0US$00.00%
Omnicom Group Inc.0US$00.00%
Visa Inc.0US$00.00%
Goldman Sachs Group, Inc. (the)0US$00.00%
The Bank Of New York Mellon Corporation0US$00.00%
Beta Technologies, Inc.0US$00.00%
Verizon Communications Inc.0US$00.00%
Duke Energy Corporation (holding Company)0US$00.00%
Diamondback Energy, Inc.0US$00.00%
Genuine Parts Company0US$00.00%
Novo Nordisk A/s Class B0US$00.00%
Tapestry, Inc.0US$00.00%
Abbott Laboratories0US$00.00%
Lockheed Martin Corporation0US$00.00%
Arthur J. Gallagher & Co.0US$00.00%
Lowe's Companies, Inc.0US$00.00%
Westinghouse Air Brake Technologies Corporation0US$00.00%
Modiv Industrial, Inc.0US$00.00%
Warner Bros. Discovery, Inc. - Series A0US$00.00%
Regeneron Pharmaceuticals, Inc.0US$00.00%
Colgate-palmolive Company0US$00.00%
Ford Mtr Co Del0US$00.00%
Ugi Corporation0US$00.00%
Mastercard Incorporated0US$00.00%
Fox Corporation0US$00.00%
Armata Pharmaceuticals, Inc.0US$00.00%
Affirm Holdings, Inc.0US$00.00%
Bp Plc0US$00.00%
Kimberly-clark Corporation0US$00.00%
News Corporation0US$00.00%
Citigroup, Inc.0US$00.00%
Perpetua Resources Corp.0US$00.00%
Qualcomm Incorporated0US$00.00%
Parker-hannifin Corporation0US$00.00%
Floor & Decor Holdings, Inc.0US$00.00%
Fs Kkr Capital Corp.0US$00.00%
Uber Technologies, Inc.0US$00.00%
Prudential Financial, Inc.0US$00.00%
Expedia Group, Inc.0US$00.00%
Dominion Energy, Inc.0US$00.00%
Exxon Mobil Corporation0US$00.00%
Capital One Financial Corporation0US$00.00%
3m Company0US$00.00%
Bank Ozk0US$00.00%
Taiwan Semiconductor Manufacturing Co., Ltd.0US$00.00%
Steel Dynamics, Inc.0US$00.00%
Principal Financial Group Inc0US$00.00%
Coca-cola Company (the)0US$00.00%
Waste Management, Inc.0US$00.00%
Digital Realty Trust, Inc.0US$00.00%
D-wave Quantum Inc.0US$00.00%
Philip Morris International Inc0US$00.00%
F5, Inc.0US$00.00%
Vertex Pharmaceuticals Incorporated0US$00.00%
Kinder Morgan, Inc.0US$00.00%
Johnson & Johnson0US$00.00%
Crowdstrike Holdings, Inc.0US$00.00%
Bank Of America Corporation0US$00.00%
Novartis Ag0US$00.00%
Salesforce, Inc.0US$00.00%
T-mobile Us, Inc.0US$00.00%
Abbvie Inc.0US$00.00%
Eli Lilly And Company0US$00.00%
Oracle Corporation0US$00.00%
Texas Instruments Incorporated0US$00.00%
General Dynamics Corporation0US$00.00%

Every holding of Team Financial Group, LLC

Source

View original at SEC

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