Holdings
Fi3 FINANCIAL ADVISORS, LLC
As of Jun 30, 2026, Fi3 FINANCIAL ADVISORS, LLC reported 183 positions worth US$992M. Largest: General Dynamics Corporation, Emcor Group, Inc. and Applied Industrial Technologies, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| General Dynamics Corporation | 481K | US$817M | +480K | Jun 30, 2026 |
| Emcor Group, Inc. | 21,307 | US$25.6M | +20,793 | Jun 30, 2026 |
| Applied Industrial Technologies, Inc. | 46,397 | US$13.4M | new | Jun 30, 2026 |
| Old Dominion Freight Line, Inc. | 53,747 | US$10.8M | new | Jun 30, 2026 |
| American Express Company | 27,172 | US$6.48M | +26,066 | Jun 30, 2026 |
| Mohawk Industries, Inc. | 17,042 | US$6.36M | +14,885 | Jun 30, 2026 |
| Altria Group, Inc. | 13,851 | US$4.95M | new | Jun 30, 2026 |
| Microsoft Corp. | 4,089 | US$4.72M | −12,354 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 14,897 | US$4.29M | −6,580 | Jun 30, 2026 |
| Burlington Stores, Inc. | 10,628 | US$4.01M | +9,547 | Jun 30, 2026 |