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Latest Second Half Financial Partners, LLC Stock Portfolio

$222Million– No. of Holdings #96

Second Half Financial Partners, LLC Performance:
2026 Q1: -2.25%YTD: -2.25%2025: 6.01%
Performance for 2026 Q1 is -2.25%, and YTD is -2.25%, and 2025 is 6.01%.

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

On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Second Half Financial Partners, LLC reported an equity portfolio of $222.1 Millions as of 31 Mar, 2026.

The top stock holdings of Second Half Financial Partners, LLC are BIL, KOCG, KOCG. The fund has invested 19.4% of it's portfolio in SPDR SERIES TRUST and 11.2% of portfolio in NEOS ETF TRUST.

The fund managers got completely rid off FIRST TR EXCHANGE TRADED FD (AIRR), QUANTA SVCS INC (PWR) and DIAMONDBACK ENERGY INC (FANG) stocks. They significantly reduced their stock positions in VISA INC (V), WALMART INC (WMT) and JPMORGAN CHASE & CO (JPM). Second Half Financial Partners, LLC opened new stock positions in ROCKET COS INC (RKT), EXPEDIA GROUP INC (EXPE) and QUALCOMM INC (QCOM). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and BERKSHIRE HATHAWAY INC DEL.
Second Half Financial Partners, LLC Equity Portfolio Value
Last Reported on: 12 May, 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 -2.25% in the last quarter. In trailing 12 months, it's portfolio return was 6.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
rocket cos inc838,171
expedia group inc670,274
qualcomm inc619,596
salesforce inc618,811
bristol-myers squibb co594,430
altria group inc587,311
arista networks inc569,699
exelixis inc545,432
New stocks bought by Second Half Financial Partners, LLC

Additions

Ticker% Inc.
select sector spdr tr70.15
select sector spdr tr59.95
ishares tr59.34
berkshire hathaway inc del58.79
ishares tr54.28
ishares tr41.36
coca cola co20.38
alphabet inc20.27
Additions to existing portfolio by Second Half Financial Partners, LLC

Reductions

Ticker% Reduced
visa inc-64.7
walmart inc-39.85
jpmorgan chase & co-38.99
amazon com inc-29.34
linde plc-20.76
microsoft corp-19.26
uber technologies inc-14.74
johnson & johnson-9.67
Second Half Financial Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
first tr exchange traded fd-749,373
copart inc-413,307
select sector spdr tr-321,281
manulife finl corp-209,082
truist finl corp-208,109
first tr exchange traded fd-225,496
diamondback energy inc-474,441
servicenow inc-431,230
Second Half Financial Partners, LLC got rid off the above stocks

Sector Distribution

Second Half Financial Partners, LLC has about 78% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Industrials
  • Consumer Cyclical
  • Communication Services
Sector%
Others78
Healthcare9.3
Technology4.3
Industrials2.3
Consumer Cyclical1.7
Communication Services1.2

Market Cap. Distribution

Second Half Financial Partners, LLC has about 13.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • SMALL-CAP
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED78
SMALL-CAP8.3
MEGA-CAP7.8
LARGE-CAP5.6

Stocks belong to which Index?

About 21.2% 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%
Others78.9
S&P 50012.3
RUSSELL 20008.9
Top 5 Winners (%)%
POWL
powell inds inc
69.7 %
XOM
exxon mobil corp
40.7 %
STRL
sterling infrastructure inc
33.0 %
CAT
caterpillar inc
23.3 %
VZ
verizon communications inc
23.3 %
Top 5 Winners ($)$
XOM
exxon mobil corp
0.3 M
FNDA
schwab strategic tr
0.3 M
POWL
powell inds inc
0.2 M
LHX
l3harris technologies inc
0.2 M
AMLX
amplify etf tr
0.1 M
Top 5 Losers (%)%
MSFT
microsoft corp
-21.2 %
CEG
constellation energy corp
-20.9 %
rumble inc
-19.3 %
PLTR
palantir technologies inc
-16.9 %
TSLA
tesla inc
-16.9 %
Top 5 Losers ($)$
KOCG
neos etf trust
-2.1 M
KOCG
neos etf trust
-1.3 M
NACP
tidal trust iii
-0.6 M
SPY
state str spdr s&p 500 etf t
-0.6 M
ECLN
first tr exchange-traded fd
-0.4 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 96 stocks in it's portfolio. About 72.2% of the portfolio is in top 10 stocks. KOCG proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Second Half Financial Partners, LLC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions