Grufity logo
Grufity logo

Latest Second Half Financial Partners, LLC Stock Portfolio

$243Million | No. of Holdings #109

Second Half Financial Partners, LLC Performance

2026 Q2+7.70%
YTD+5.28%
2025+6.01%

About Second Half Financial Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Second Half Financial Partners, LLC reported an equity portfolio of $243.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Second Half Financial Partners, LLC are BIL, KOCG, KOCG. The fund has invested 17.6% of it's portfolio in SPDR SERIES TRUST and 11.6% of portfolio in NEOS ETF TRUST. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), QUALCOMM INC (QCOM) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in POWELL INDS INC (POWL), ISHARES TR (IJR) and ALPHABET INC (GOOG). Second Half Financial Partners, LLC opened new stock positions in PACER FDS TR (AFTY), LAMAR ADVERTISING CO (LAMR) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ELI LILLY & CO (LLY) and ISHARES TR (AAXJ).
Second Half Financial Partners, LLC Equity Portfolio Value
Last Reported on: 17 Jul, 2026
$243Million
  as of Jul 17, 2026

Second Half Financial Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Second Half Financial Partners, LLC made a return of 7.7% in the last quarter. In trailing 12 months, it's portfolio return was 9.79%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pacer fds tr1,184,710
lamar advertising co795,810
select sector spdr tr696,179
select sector spdr tr686,998
shopify inc657,791
technipfmc plc637,740
vodafone group plc593,882
micron technology inc404,002
New stocks bought by Second Half Financial Partners, LLC

Additions

Ticker% Inc.
ishares tr77.96
eli lilly & co48.14
ishares tr35.56
ishares tr34.1
spdr series trust30.82
meta platforms inc28.03
select sector spdr tr22.93
verizon communications inc22.56
Additions to existing portfolio by Second Half Financial Partners, LLC

Reductions

Ticker% Reduced
powell inds inc-66.67
ishares tr-26.37
alphabet inc-12.00
rocket cos inc-9.67
state str spdr s&p 500 etf t-8.18
ishares tr-6.07
etf ser solutions-5.55
microsoft corp-5.53
Second Half Financial Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exelixis inc-545,432
exxon mobil corp-1,174,660
qualcomm inc-619,596
select sector spdr tr-449,999
select sector spdr tr-536,782
salesforce inc-618,811
uber technologies inc-204,281
lam research corp-520,048
Second Half Financial Partners, LLC got rid off the above stocks

Sector Distribution

Second Half Financial Partners, LLC has about 78.7% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Industrials
  • Consumer Cyclical
  • Communication Services
Sector%
Others78.7
Healthcare8.6
Technology4
Industrials2.4
Consumer Cyclical1.8
Communication Services1.1

Market Cap. Distribution

Second Half Financial Partners, LLC has about 13.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • SMALL-CAP
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED78.7
SMALL-CAP7.8
MEGA-CAP7.3
LARGE-CAP5.9

Stocks belong to which Index?

About 20.2% of the stocks held by Second Half Financial Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others79.8
S&P 50011.7
RUSSELL 20008.5
Top 5 Winners (%)%
STRL
sterling infrastructure inc
106.1 %
TWLO
twilio inc
63.3 %
CAT
caterpillar inc
49.7 %
AGX
argan inc
46.6 %
POWL
powell inds inc
39.2 %
Top 5 Winners ($)$
KOCG
neos etf trust
3.5 M
ECLN
first tr exchange-traded fd
2.4 M
SPY
state str spdr s&p 500 etf t
1.7 M
KOCG
neos etf trust
1.5 M
QQQ
invesco qqq tr
1.1 M
Top 5 Losers (%)%
T
at&t inc
-27.0 %
NFLX
netflix inc.
-25.3 %
LHX
l3harris technologies inc
-15.8 %
VZ
verizon communications inc
-14.4 %
grayscale bitcoin trust etf
-12.7 %
Top 5 Losers ($)$
NFLX
netflix inc.
-0.2 M
LHX
l3harris technologies inc
-0.2 M
T
at&t inc
-0.1 M
WMT
walmart inc
-0.1 M
VZ
verizon communications inc
0.0 M

Second Half Financial Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Second Half Financial Partners, LLC

Second Half Financial Partners, LLC has 109 stocks in it's portfolio. About 70.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. KOCG was the most profitable stock for Second Half Financial Partners, LLC last quarter.

$243.92MTotal Value
122Positions
17 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Second Half Financial Partners, LLC, last reported on 17 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Second Half Financial Partners, LLC's holding in Ishares Tr over time
0.22%7,876
$524.5K
0.22%
increased 35.56 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Second Half Financial Partners, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Second Half Financial Partners, LLC's holding in Etf Ser Solutions over time
1.5%79,291
$3.66M
1.5%
decreased 3.72 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Second Half Financial Partners, LLC's holding in Etf Ser Solutions over time
1.38%116,967
$3.36M
1.38%
decreased 1.17 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Second Half Financial Partners, LLC's holding in Etf Ser Solutions over time
0.54%23,773
$1.32M
0.54%
decreased 3.94 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Second Half Financial Partners, LLC's holding in Etf Ser Solutions over time
0.35%20,429
$861.9K
0.35%
increased 1.17 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Second Half Financial Partners, LLC's holding in Pacer Fds Tr over time
0.49%26,286
$1.18M
0.49%
new position
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Second Half Financial Partners, LLC's holding in Pacer Fds Tr over time
0.09%2,077
$221.6K
0.09%
new position
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Second Half Financial Partners, LLC's holding in Pacer Fds Tr over time
0.09%6,510
$206.8K
0.09%
new position
BIB
Proshares Tr

Proshares Tr

BIB
Second Half Financial Partners, LLC's holding in Proshares Tr over time
0.1%2,400
$232.2K
0.1%
new position