Financial Avengers

Financial Avengers as of Dec. 31, 2025

Portfolio Holdings for Financial Avengers

Financial Avengers holds 145 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corp Common Stock (NVDA) 13.7 $34M 180k 186.50
Amazon.com Common Stock (AMZN) 10.5 $26M 111k 230.82
Alphabet Inc Class Class C Common Stock (GOOG) 10.4 $25M 81k 313.80
Apple Common Stock (AAPL) 10.0 $24M 89k 271.86
Berkshire Hathaway Class Class B Common Stock (BRK.B) 7.6 $19M 37k 502.20
Charles Schwab Corp Common Stock (SCHW) 6.0 $15M 146k 99.91
American Express Common Stock (AXP) 5.8 $14M 38k 369.95
Johnson & Johnson Common Stock (JNJ) 4.2 $10M 49k 206.95
Bank Of America Corp Common Stock (BAC) 4.0 $9.8M 179k 55.00
Shopify Inc Fclass A Foreign Canadian (SHOP) 3.1 $7.6M 47k 160.97
Microsoft Corp Common Stock (MSFT) 3.1 $7.6M 16k 483.62
Disney Walt Common Stock (DIS) 2.3 $5.7M 50k 113.77
Procter & Gamble Common Stock (PG) 2.2 $5.3M 37k 143.31
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG) 1.9 $4.7M 90k 51.77
Verizon Communications I Common Stock (VZ) 1.7 $4.1M 100k 40.73
Vanguard Total Bond Market Etf Uit Exchange Traded (BND) 1.6 $3.9M 53k 74.07
Starbucks Corp Common Stock (SBUX) 1.5 $3.7M 44k 84.21
Adobe Common Stock (ADBE) 1.2 $2.9M 8.4k 349.99
Pfizer Common Stock (PFE) 1.1 $2.7M 110k 24.90
Tesla Common Stock (TSLA) 1.1 $2.6M 5.9k 449.72
Alphabet Inc Class Class A Common Stock (GOOGL) 1.0 $2.5M 7.9k 313.01
Kenvue Common Stock (KVUE) 0.7 $1.7M 101k 17.25
3M Common Stock (MMM) 0.7 $1.7M 10k 160.10
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A) 0.6 $1.5M 2.00 754800.00
Eli Lilly And Common Stock (LLY) 0.6 $1.5M 1.4k 1074.49
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY) 0.5 $1.2M 79k 15.72
Meta Platforms Inc Class A Common Stock (META) 0.3 $734k 1.1k 659.81
Advanced Micro Devic Common Stock (AMD) 0.2 $575k 2.7k 214.16
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (LVMUY) 0.1 $298k 2.0k 150.81
Costco Whsl Corp Common Stock (COST) 0.1 $264k 306.00 863.42
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $261k 809.00 322.17
Ge Aerospace Common Stock (GE) 0.1 $251k 814.00 307.99
Visa Inc Class Class A Common Stock (V) 0.1 $239k 683.00 350.53
Automatic Data Processin Common Stock (ADP) 0.1 $225k 876.00 257.36
At&t Common Stock (T) 0.1 $177k 7.1k 24.84
Ibm Corp Common Stock (IBM) 0.1 $165k 555.00 296.43
Gilead Sciences Common Stock (GILD) 0.1 $163k 1.3k 122.77
Ge Vernova Common Stock (GEV) 0.1 $159k 243.00 654.45
Arch Capital Group Ltd F Foreign Ordinaries (ACGL) 0.1 $157k 1.6k 95.92
Cisco Sys Common Stock (CSCO) 0.1 $154k 2.0k 77.04
Home Depot Common Stock (HD) 0.0 $111k 323.00 344.18
Ford Mtr Co Del Common Stock (F) 0.0 $111k 8.4k 13.12
Netflix Common Stock (NFLX) 0.0 $110k 1.2k 93.76
Abbott Labs Common Stock (ABT) 0.0 $91k 729.00 125.21
Tic Solutions Common Stock (TIC) 0.0 $91k 9.0k 10.11
Unitedhealth Group Common Stock (UNH) 0.0 $90k 274.00 329.80
Thermo Fisher Scientific Common Stock (TMO) 0.0 $88k 151.00 580.46
Broadcom Common Stock (AVGO) 0.0 $79k 230.00 345.36
Dropbox Inc Class Class A Common Stock (DBX) 0.0 $74k 2.7k 27.80
Nike Inc Class B Common Stock (NKE) 0.0 $72k 1.1k 63.73
Corning Common Stock (GLW) 0.0 $70k 797.00 87.52
Lendingclub Corp Common Stock (LC) 0.0 $66k 3.5k 18.94
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML) 0.0 $64k 60.00 1069.87
Texas Instrs Common Stock (TXN) 0.0 $63k 366.00 173.34
Walmart Common Stock (WMT) 0.0 $63k 567.00 111.40
Intuitive Surgical Common Stock (ISRG) 0.0 $62k 110.00 566.36
Autodesk Common Stock (ADSK) 0.0 $59k 200.00 296.01
First Solar Common Stock (FSLR) 0.0 $59k 225.00 261.23
American Elec Pwr Common Stock (AEP) 0.0 $58k 505.00 115.29
Vertex Pharmaceuticals I Common Stock (VRTX) 0.0 $57k 125.00 453.36
Microchip Technology Common Stock (MCHP) 0.0 $55k 862.00 63.73
Iron Mtn Inc New Reit Real Estate Investme (IRM) 0.0 $51k 611.00 83.00
Clorox Common Stock (CLX) 0.0 $48k 475.00 100.90
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG) 0.0 $47k 1.6k 30.17
The Coca-cola Common Stock (KO) 0.0 $46k 657.00 69.88
Danaher Corp Common Stock (DHR) 0.0 $42k 185.00 229.32
Intel Corp Common Stock (INTC) 0.0 $42k 1.1k 36.91
Ebay Common Stock (EBAY) 0.0 $39k 450.00 87.04
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK) 0.0 $39k 2.5k 15.59
Pepsico Common Stock (PEP) 0.0 $38k 263.00 143.62
Equity Residential Reit Real Estate Investme (EQR) 0.0 $35k 559.00 62.98
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL) 0.0 $35k 537.00 65.40
Mongodb Inc Class Class A Common Stock (MDB) 0.0 $34k 80.00 419.69
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM) 0.0 $32k 105.00 303.89
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC) 0.0 $32k 1.6k 20.30
Akre Focus Etf Uit Exchange Traded (AKRE) 0.0 $30k 461.00 65.51
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.0 $30k 75.00 396.31
Hershey Common Stock (HSY) 0.0 $29k 161.00 182.11
Caterpillar Common Stock (CAT) 0.0 $29k 50.00 576.50
Levi Strauss & Co New Class Class A Common Stock (LEVI) 0.0 $26k 1.3k 20.74
Union Pac Corp Common Stock (UNP) 0.0 $26k 112.00 232.20
Us Bancorp Del Common Stock (USB) 0.0 $25k 474.00 53.34
General Mtrs Common Stock (GM) 0.0 $25k 302.00 81.28
Target Corp Equity Class Equity Common Stock (TGT) 0.0 $24k 250.00 97.62
American Healthcare Reitreit Real Estate Investme (AHR) 0.0 $24k 500.00 47.06
State Strt Hlth Cre Slt Sec Spdr Etf Uit Exchange Traded (XLV) 0.0 $23k 151.00 155.15
Applied Matls Common Stock (AMAT) 0.0 $23k 90.00 257.66
Veeva Sys Inc Class Class A Common Stock (VEEV) 0.0 $22k 100.00 223.23
Kinder Morgan Inc Del Common Stock (KMI) 0.0 $22k 807.00 27.48
Cummins Common Stock (CMI) 0.0 $20k 40.00 510.07
Ge Healthcare Technologi Common Stock (GEHC) 0.0 $19k 234.00 82.03
Peoples Bancorp Common Stock (PEBO) 0.0 $19k 634.00 30.03
Delta Air Lines Inc Del Common Stock (DAL) 0.0 $18k 257.00 69.46
Nisource Common Stock (NI) 0.0 $17k 417.00 41.72
Invesco Biotechnology Genome Etf Uit Exchange Traded (PBE) 0.0 $17k 202.00 82.15
Omnicell Common Stock (OMCL) 0.0 $16k 350.00 45.30
Yum Brands Common Stock (YUM) 0.0 $16k 104.00 151.99
Merck & Co Common Stock (MRK) 0.0 $15k 145.00 105.57
State Stret Tec Select Sec Spdr Etf Uit Exchange Traded (XLK) 0.0 $15k 101.00 143.65
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV) 0.0 $14k 101.00 140.95
Warner Bros Discovery Intender Offer Exp: 01/21/26 Common Stock (WBD) 0.0 $14k 485.00 28.82
Amphenol Corp New Class Class A Common Stock (APH) 0.0 $14k 103.00 135.65
Csx Corp Common Stock (CSX) 0.0 $13k 346.00 36.30
Abbvie Common Stock (ABBV) 0.0 $11k 50.00 226.30
Edison Intl Common Stock (EIX) 0.0 $11k 185.00 60.05
Chevron Corp Common Stock (CVX) 0.0 $11k 71.00 152.59
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM) 0.0 $11k 150.00 71.91
Vanguard Information Technology Etf Uit Exchange Traded (VGT) 0.0 $11k 14.00 765.07
American Tower Corp New Reit Real Estate Investme (AMT) 0.0 $11k 60.00 176.75
Public Storage Reit Real Estate Investme (PSA) 0.0 $9.3k 36.00 257.50
Stag Indl Inc Reit Real Estate Investme (STAG) 0.0 $8.4k 228.00 36.72
Consolidated Edison Common Stock (ED) 0.0 $7.9k 80.00 98.88
Lyft Inc Class A Common Stock (LYFT) 0.0 $7.7k 400.00 19.37
Bristol Myers Squibb Common Stock (BMY) 0.0 $7.4k 138.00 53.84
Kyndryl Hldgs Common Stock (KD) 0.0 $7.4k 279.00 26.56
Amgen Common Stock (AMGN) 0.0 $7.0k 21.00 334.43
Airbnb Inc Class A Common Stock (ABNB) 0.0 $6.8k 50.00 135.72
Bank Montreal Que F Foreign Canadian (BMO) 0.0 $6.5k 50.00 129.80
Hermes Intl Sca Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (HESAY) 0.0 $6.2k 25.00 248.00
Mastercard Inc Class Class A Common Stock (MA) 0.0 $6.0k 11.00 548.82
Smucker J M Common Stock (SJM) 0.0 $5.6k 57.00 97.93
Lumen Technologies Common Stock (LUMN) 0.0 $5.6k 717.00 7.77
Box Inc Class A Common Stock (BOX) 0.0 $4.5k 150.00 29.91
Pitney Bowes Common Stock (PBI) 0.0 $4.4k 416.00 10.58
Carters Common Stock (CRI) 0.0 $4.3k 134.00 32.33
American Intl Group Common Stock (AIG) 0.0 $4.2k 49.00 85.35
Roblox Corp Class A Common Stock (RBLX) 0.0 $4.1k 50.00 81.04
Coty Inc Class A Common Stock (COTY) 0.0 $3.8k 1.2k 3.08
Spdr S&p 500 Etf Uit Exchange Traded (SPY) 0.0 $3.4k 5.00 682.00
Medical Pptys Tr Inc Reit Real Estate Investme (MPT) 0.0 $3.4k 680.00 5.00
Sofi Technologies Common Stock (SOFI) 0.0 $2.6k 100.00 26.18
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY) 0.0 $2.3k 200.00 11.50
Brookdale Sr Living Common Stock (BKD) 0.0 $2.2k 200.00 10.79
Quantumscape Corp Class Class A Common Stock (QS) 0.0 $2.1k 200.00 10.42
Wabtec Common Stock (WAB) 0.0 $1.9k 9.00 213.44
The Magnum Ice Cream C F Foreign Ordinaries (MICC) 0.0 $1.9k 121.00 15.85
General Mills Common Stock (GIS) 0.0 $1.8k 39.00 46.62
Leidos Hldgs Common Stock (LDOS) 0.0 $1.8k 10.00 180.40
T-mobile Us Common Stock (TMUS) 0.0 $1.5k 7.00 210.29
Microvision Inc Del Common Stock (MVIS) 0.0 $828.000000 1.0k 0.83
Zoom Communications Inc Class A Common Stock (ZM) 0.0 $431.000000 5.00 86.20
Rivian Automotive Inc Class Class A Common Stock (RIVN) 0.0 $394.000000 20.00 19.70
Viatris Common Stock (VTRS) 0.0 $245.000000 20.00 12.25
Globalstar Common Stock (GSAT) 0.0 $183.000000 3.00 61.00
Walgreens Boots Alliance Common Stock 0.0 $0 367.00 0.00