Financial Avengers

Financial Avengers as of June 30, 2026

Portfolio Holdings for Financial Avengers

Financial Avengers holds 155 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corp Common Stock (NVDA) 13.3 $32M 160k 200.09
Alphabet Inc Class C Common Stock (GOOG) 10.5 $25M 71k 353.33
Amazon.com Common Stock (AMZN) 10.4 $25M 105k 238.34
Apple Common Stock (AAPL) 10.1 $24M 84k 289.36
Berkshire Hathaway Class B Common Stock (BRK.B) 7.6 $18M 37k 500.39
Charles Schwab Corp Common Stock (SCHW) 5.3 $13M 139k 92.27
American Express Common Stock (AXP) 5.1 $12M 36k 338.25
Johnson & Johnson Common Stock (JNJ) 5.0 $12M 48k 253.97
Bank Of America Corp Common Stock (BAC) 4.0 $9.6M 168k 56.98
Microsoft Corp Common Stock (MSFT) 2.6 $6.2M 17k 373.01
Shopify Inc Fclass A Foreign Canadian (SHOP) 2.4 $5.8M 51k 114.18
Procter & Gamble Common Stock (PG) 2.4 $5.7M 39k 146.64
Ishares Broad Usd Investment Grade Corporate Bond Etf Uit Exchange Traded (USIG) 2.3 $5.6M 110k 51.29
Disney Walt Common Stock (DIS) 2.1 $5.0M 52k 96.25
Vanguard Total Bond Market Index Fund Etf Shares Uit Exchange Traded (BND) 2.1 $5.0M 68k 73.41
Verizon Communications I Common Stock (VZ) 1.9 $4.7M 110k 42.34
Starbucks Corp Common Stock (SBUX) 1.9 $4.6M 45k 102.19
Pfizer Common Stock (PFE) 1.3 $3.2M 132k 24.08
Tesla Common Stock (TSLA) 1.0 $2.4M 5.8k 420.60
Alphabet Inc Class A Common Stock (GOOGL) 1.0 $2.3M 6.5k 357.36
Kenvue Common Stock (KVUE) 0.9 $2.1M 107k 19.11
Adobe Common Stock (ADBE) 0.8 $2.0M 9.8k 205.02
3M Common Stock (MMM) 0.8 $2.0M 12k 161.91
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY) 0.7 $1.7M 86k 19.25
Eli Lilly And Common Stock (LLY) 0.7 $1.6M 1.3k 1199.00
Berkshire Hathaway Class A Common Stock (BRK.A) 0.6 $1.5M 2.00 748850.00
Advanced Micro Devices I Common Stock (AMD) 0.4 $871k 1.5k 580.91
Meta Platforms Inc Class A Common Stock (META) 0.3 $670k 1.2k 563.16
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (LVMUY) 0.2 $514k 4.7k 110.60
Ge Aerospace Common Stock (GE) 0.1 $305k 816.00 373.85
Ge Vernova Common Stock (GEV) 0.1 $286k 244.00 1172.46
Costco Whsl Corp Common Stock (COST) 0.1 $285k 304.00 936.11
Intuit Common Stock (INTU) 0.1 $262k 1.0k 261.00
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $259k 791.00 327.52
Visa Inc Class A Common Stock (V) 0.1 $235k 686.00 342.84
Netflix Common Stock (NFLX) 0.1 $229k 3.2k 71.40
Cisco Sys Common Stock (CSCO) 0.1 $206k 1.8k 117.48
Automatic Data Processin Common Stock (ADP) 0.1 $199k 890.00 223.90
Corning Common Stock (GLW) 0.1 $194k 758.00 255.52
Gilead Sciences Common Stock (GILD) 0.1 $170k 1.3k 126.35
Intel Corp Common Stock (INTC) 0.1 $160k 1.1k 139.65
Arch Capital Group Ltd F Foreign Ordinaries (ACGL) 0.1 $159k 1.6k 97.06
Ibm Corp Common Stock (IBM) 0.1 $158k 563.00 280.97
At&t Common Stock (T) 0.1 $149k 7.2k 20.70
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML) 0.0 $119k 60.00 1989.43
Ford Mtr Co Del Common Stock (F) 0.0 $119k 8.6k 13.90
Home Depot Common Stock (HD) 0.0 $116k 328.00 352.27
Unitedhealth Group Common Stock (UNH) 0.0 $115k 277.00 416.24
Texas Instrs Common Stock (TXN) 0.0 $108k 364.00 297.90
Broadcom Common Stock (AVGO) 0.0 $82k 216.00 378.36
Microchip Technology Common Stock (MCHP) 0.0 $80k 872.00 91.24
Iron Mtn Inc New Reit Real Estate Investme (IRM) 0.0 $79k 623.00 126.26
Tic Solutions Common Stock (TIC) 0.0 $73k 9.0k 8.09
Dropbox Inc Class A Common Stock (DBX) 0.0 $66k 2.4k 27.47
Walmart Common Stock (WMT) 0.0 $65k 570.00 113.35
Thermo Fisher Scientific Common Stock (TMO) 0.0 $63k 125.00 503.30
Vertex Pharmaceuticals I Common Stock (VRTX) 0.0 $60k 120.00 496.73
Applied Matls Common Stock (AMAT) 0.0 $58k 80.00 726.92
Vanguard Core Bond Etf Uit Exchange Traded (VCRB) 0.0 $56k 729.00 77.20
Caterpillar Common Stock (CAT) 0.0 $54k 51.00 1054.61
The Coca-cola Common Stock (KO) 0.0 $54k 661.00 81.31
First Solar Common Stock (FSLR) 0.0 $53k 225.00 235.96
Ebay Common Stock (EBAY) 0.0 $51k 453.00 111.64
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM) 0.0 $50k 105.00 477.57
American Elec Pwr Common Stock (AEP) 0.0 $48k 353.00 136.80
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG) 0.0 $48k 1.6k 30.76
Intuitive Surgical Common Stock (ISRG) 0.0 $44k 110.00 397.68
Happen Common Stock (HAPN) 0.0 $42k 2.0k 20.74
Clorox Common Stock (CLX) 0.0 $41k 431.00 95.40
Ishares Esg Aware 40/60 Moderate Allocation Etf Uit Exchange Traded (EAOM) 0.0 $40k 1.3k 31.47
Autodesk Common Stock (ADSK) 0.0 $39k 200.00 194.42
Equity Residential Reit Real Estate Investme (VMRK) 0.0 $39k 571.00 67.97
Ishares Esg U.s. Aggregate Bond Etf Uit Exchange Traded (EAGG) 0.0 $39k 818.00 47.43
Adasina Social Justice All Cap Global Etf Uit Exchange Traded (JSTC) 0.0 $36k 1.6k 22.88
Danaher Corp Common Stock (DHR) 0.0 $35k 186.00 190.49
Target Corp Equity Class Equity Common Stock (TGT) 0.0 $33k 254.00 130.87
Ss&c Technologies Hldgs Common Stock (SSNC) 0.0 $33k 534.00 62.05
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL) 0.0 $33k 544.00 60.09
Levi Strauss & Co New Class A Common Stock (LEVI) 0.0 $32k 1.3k 24.82
Union Pac Corp Common Stock (UNP) 0.0 $31k 114.00 271.16
Pepsico Common Stock (PEP) 0.0 $31k 226.00 135.28
Us Bancorp Del Common Stock (USB) 0.0 $29k 483.00 60.37
Cummins Common Stock (CMI) 0.0 $29k 40.00 717.33
Hershey Common Stock (HSY) 0.0 $29k 163.00 175.50
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK) 0.0 $28k 1.8k 16.03
Mongodb Inc Class A Common Stock (MDB) 0.0 $27k 80.00 335.90
Kinder Morgan Inc Del Common Stock (KMI) 0.0 $26k 821.00 31.99
Akre Focus Etf Uit Exchange Traded (AKRE) 0.0 $25k 461.00 53.19
Ishares U.s. Aerospace &defense Etf Uit Exchange Traded (ITA) 0.0 $24k 100.00 242.75
Delta Air Lines Inc Del Common Stock (DAL) 0.0 $24k 259.00 93.51
State Street Health Careselect Sector Spdr Etf Uit Exchange Traded (XLV) 0.0 $24k 153.00 158.25
Spdr Gold Shares Uit Exchange Traded (GLD) 0.0 $24k 65.00 368.38
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF) 0.0 $24k 192.00 124.17
Invesco Aerospace & Defense Etf Uit Exchange Traded (PPA) 0.0 $23k 130.00 176.84
Nisource Common Stock (NI) 0.0 $20k 422.00 47.54
Peoples Bancorp Common Stock (PEBO) 0.0 $20k 507.00 38.40
State Street Technology Select Sector Spdr Etf Uit Exchange Traded (XLK) 0.0 $19k 101.00 190.57
Invesco Biotechnology & Genome Etf Uit Exchange Traded (PBE) 0.0 $18k 204.00 89.67
Veeva Sys Inc Class A Common Stock (VEEV) 0.0 $18k 100.00 177.47
Merck & Co Common Stock (MRK) 0.0 $17k 132.00 128.11
Yum Brands Common Stock (YUM) 0.0 $17k 105.00 160.62
Csx Corp Common Stock (CSX) 0.0 $17k 349.00 47.50
Ge Healthcare Technologi Common Stock (GEHC) 0.0 $15k 234.00 64.09
Omnicell Common Stock (OMCL) 0.0 $15k 350.00 41.52
Amphenol Corp New Class A Common Stock (APH) 0.0 $14k 81.00 175.73
Vanguard Information Technology Index Fund Etf Shares Uit Exchange Traded (VGT) 0.0 $14k 113.00 119.90
Warner Bros Discovery Inclass Series A Common Stock 0.0 $13k 485.00 26.66
Abbvie Common Stock (ABBV) 0.0 $13k 50.00 253.14
Carters Common Stock (CRI) 0.0 $12k 302.00 41.10
Chevron Corp Common Stock (CVX) 0.0 $12k 72.00 166.75
Public Storage Reit Real Estate Investme (PSA) 0.0 $12k 36.00 322.42
Vanguard Mega Cap Value Index Fund Etf Shares Uit Exchange Traded (MGV) 0.0 $12k 71.00 163.10
Edison Intl Common Stock (EIX) 0.0 $11k 150.00 74.50
Ishares Esg Aware Msci Eafe Etf Uit Exchange Traded (ESGD) 0.0 $10k 102.00 102.38
American Tower Corp New Reit Real Estate Investme (AMT) 0.0 $10k 62.00 162.52
Vanguard Esg U.s. Stock Etf Uit Exchange Traded (ESGV) 0.0 $10k 75.00 132.76
Consolidated Edison Common Stock (ED) 0.0 $9.0k 81.00 110.51
Bank Montreal Que F Foreign Canadian (BMO) 0.0 $8.8k 50.00 176.70
Stag Indl Inc Reit Real Estate Investme (STAG) 0.0 $8.8k 231.00 38.03
Bristol Myers Squibb Common Stock (BMY) 0.0 $8.1k 141.00 57.53
Amgen Common Stock (AMGN) 0.0 $7.9k 22.00 358.14
Pitney Bowes Common Stock (PBI) 0.0 $7.4k 422.00 17.54
Airbnb Inc Class A Common Stock (ABNB) 0.0 $7.2k 50.00 143.10
Smucker J M Common Stock (SJM) 0.0 $6.6k 58.00 112.97
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM) 0.0 $6.0k 150.00 39.84
Lyft Inc Class A Common Stock (LYFT) 0.0 $5.8k 400.00 14.61
Lumen Technologies Common Stock (LUMN) 0.0 $5.5k 717.00 7.68
Mastercard Inc Class A Common Stock (MA) 0.0 $5.4k 11.00 495.36
Hermes Intl Sca Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (HESAY) 0.0 $4.6k 25.00 183.04
Nike Inc Class B Common Stock (NKE) 0.0 $4.5k 109.00 41.14
Roblox Corp Class A Common Stock (RBLX) 0.0 $4.1k 75.00 54.39
Box Inc Class A Common Stock (BOX) 0.0 $4.0k 150.00 26.54
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY) 0.0 $3.7k 5.00 746.80
American Intl Group Common Stock (AIG) 0.0 $3.7k 50.00 73.80
Medical Pptys Tr Inc Reit Real Estate Investme (MPT) 0.0 $3.3k 704.00 4.62
Brookdale Sr Living Common Stock (BKD) 0.0 $3.2k 200.00 16.09
Kyndryl Hldgs Common Stock (KD) 0.0 $3.2k 279.00 11.31
Carnival Corp Ltd F Foreign Ordinaries (CCL) 0.0 $2.9k 100.00 28.57
Coty Inc Class A Common Stock (COTY) 0.0 $2.7k 1.2k 2.16
Space Ex Tech Spacex Class A Common Stock (SPCX) 0.0 $2.6k 15.00 170.87
Wabtec Common Stock (WAB) 0.0 $2.4k 9.00 269.56
Zoom Communications Inc Class A Common Stock (ZM) 0.0 $2.2k 25.00 86.32
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY) 0.0 $2.0k 200.00 10.04
Sofi Technologies Common Stock (SOFI) 0.0 $1.8k 100.00 17.93
Ershares Private-public Crossover Etf Uit Exchange Traded (XOVR) 0.0 $1.7k 80.00 21.05
Quantumscape Corp Class A Common Stock (QS) 0.0 $1.5k 200.00 7.56
T-mobile Us Common Stock (TMUS) 0.0 $1.2k 7.00 175.43
Leidos Hldgs Common Stock (LDOS) 0.0 $1.0k 10.00 103.70
The Magnum Ice Cream C F Foreign Ordinaries (MICC) 0.0 $696.000000 40.00 17.40
Rivian Automotive Inc Class A Common Stock (RIVN) 0.0 $694.000000 40.00 17.35
Ishares Silver Trust Uit Exchange Traded (SLV) 0.0 $535.000000 10.00 53.50
Microvision Inc Del Common Stock 0.0 $327.000000 1.0k 0.33
Viatris Common Stock (VTRS) 0.0 $318.000000 20.00 15.90
Globalstar Common Stock (GSAT) 0.0 $243.999900 3.00 81.33
Walgreens Boots Alliance Common Stock 0.0 $0 367.00 0.00