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Financial Avengers, Inc.
Period ended Jun 30, 2026 · Latest filing Aug 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $241,126,507
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORP · COMMON STOCK · 67066G104 · shares: $31,986,223
- ALPHABET INC CLASS C · COMMON STOCK · 02079K107 · shares: $25,221,173
- AMAZON.COM INC · COMMON STOCK · 023135106 · shares: $24,965,638
- APPLE INC · COMMON STOCK · 037833100 · shares: $24,350,737
- BERKSHIRE HATHAWAY CLASS B · COMMON STOCK · 084670702 · shares: $18,283,750
- CHARLES SCHWAB CORP · COMMON STOCK · 808513105 · shares: $12,856,613
- AMERICAN EXPRESS CO · COMMON STOCK · 025816109 · shares: $12,322,206
- JOHNSON & JOHNSON · COMMON STOCK · 478160104 · shares: $12,095,274
- BANK OF AMERICA CORP · COMMON STOCK · 060505104 · shares: $9,577,409
- MICROSOFT CORP · COMMON STOCK · 594918104 · shares: $6,216,625
Reported holdings
158 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VEEVA SYS INC CLASS A | COMMON STOCK | 922475108 | — | 100 shares | $17,747 |
| MERCK & CO. INC. | COMMON STOCK | 58933Y105 | — | 132 shares | $16,910 |
| YUM BRANDS INC | COMMON STOCK | 988498101 | — | 105 shares | $16,865 |
| CSX CORP | COMMON STOCK | 126408103 | — | 349 shares | $16,576 |
| GE HEALTHCARE TECHNOLOGI | COMMON STOCK | 36266G107 | — | 234 shares | $14,996 |
| OMNICELL INC | COMMON STOCK | 68213N109 | — | 350 shares | $14,532 |
| AMPHENOL CORP NEW CLASS A | COMMON STOCK | 032095101 | — | 81 shares | $14,234 |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | UIT EXCHANGE TRADED | 92204A702 | — | 113 shares | $13,549 |
| WARNER BROS DISCOVERY INCLASS SERIES A | COMMON STOCK | 934423104 | — | 485 shares | $12,930 |
| ABBVIE INC | COMMON STOCK | 00287Y109 | — | 50 shares | $12,657 |
| CARTERS INC | COMMON STOCK | 146229109 | — | 302 shares | $12,412 |
| CHEVRON CORP NEW | COMMON STOCK | 166764100 | — | 72 shares | $12,006 |
| PUBLIC STORAGE REIT | REAL ESTATE INVESTME | 74460D109 | — | 36 shares | $11,607 |
| VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | UIT EXCHANGE TRADED | 921910840 | — | 71 shares | $11,580 |
| EDISON INTL | COMMON STOCK | 281020107 | — | 150 shares | $11,175 |
| ISHARES ESG AWARE MSCI EAFE ETF | UIT EXCHANGE TRADED | 46435G516 | — | 102 shares | $10,443 |
| AMERICAN TOWER CORP NEW REIT | REAL ESTATE INVESTME | 03027X100 | — | 62 shares | $10,076 |
| VANGUARD ESG U.S. STOCK ETF | UIT EXCHANGE TRADED | 921910733 | — | 75 shares | $9,957 |
| CONSOLIDATED EDISON INC | COMMON STOCK | 209115104 | — | 81 shares | $8,951 |
| BANK MONTREAL QUE F | FOREIGN CANADIAN | 063671101 | — | 50 shares | $8,835 |
| STAG INDL INC REIT | REAL ESTATE INVESTME | 85254J102 | — | 231 shares | $8,786 |
| BRISTOL MYERS SQUIBB CO | COMMON STOCK | 110122108 | — | 141 shares | $8,112 |
| AMGEN INC | COMMON STOCK | 031162100 | — | 22 shares | $7,879 |
| PITNEY BOWES INC | COMMON STOCK | 724479100 | — | 422 shares | $7,400 |
| AIRBNB INC CLASS A | COMMON STOCK | 009066101 | — | 50 shares | $7,155 |
| SMUCKER J M CO | COMMON STOCK | 832696405 | — | 58 shares | $6,552 |
| TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | 89677Q107 | — | 150 shares | $5,976 |
| LYFT INC CLASS A | COMMON STOCK | 55087P104 | — | 400 shares | $5,844 |
| LUMEN TECHNOLOGIES INC | COMMON STOCK | 550241103 | — | 717 shares | $5,508 |
| MASTERCARD INC CLASS A | COMMON STOCK | 57636Q104 | — | 11 shares | $5,449 |
| HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | AMERICAN DEPOSITORY | 42751Q105 | — | 25 shares | $4,576 |
| NIKE INC CLASS B | COMMON STOCK | 654106103 | — | 109 shares | $4,484 |
| ROBLOX CORP CLASS A | COMMON STOCK | 771049103 | — | 75 shares | $4,079 |
| BOX INC CLASS A | COMMON STOCK | 10316T104 | — | 150 shares | $3,981 |
| STATE STREET SPDR S&P 500 ETF TRUST | UIT EXCHANGE TRADED | 78462F103 | — | 5 shares | $3,734 |
| AMERICAN INTL GROUP INC | COMMON STOCK | 026874784 | — | 50 shares | $3,690 |
| MEDICAL PPTYS TR INC REIT | REAL ESTATE INVESTME | 58463J304 | — | 704 shares | $3,252 |
| BROOKDALE SR LIVING INC | COMMON STOCK | 112463104 | — | 200 shares | $3,218 |
| KYNDRYL HLDGS INC | COMMON STOCK | 50155Q100 | — | 279 shares | $3,155 |
| CARNIVAL CORP LTD F | FOREIGN ORDINARIES | G2004J103 | — | 100 shares | $2,857 |
| COTY INC CLASS A | COMMON STOCK | 222070203 | — | 1,232 shares | $2,662 |
| SPACE EX TECH SPACEX CLASS A | COMMON STOCK | 84615Q103 | — | 15 shares | $2,563 |
| WABTEC | COMMON STOCK | 929740108 | — | 9 shares | $2,426 |
| ZOOM COMMUNICATIONS INC CLASS A | COMMON STOCK | 98980L101 | — | 25 shares | $2,158 |
| PRADA S P A FSPONSORED ADR 1 ADR REPS 2 ORD SHS | AMERICAN DEPOSITORY | 73942H100 | — | 200 shares | $2,008 |
| SOFI TECHNOLOGIES INC | COMMON STOCK | 83406F102 | — | 100 shares | $1,793 |
| ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | UIT EXCHANGE TRADED | 293828877 | — | 80 shares | $1,684 |
| QUANTUMSCAPE CORP CLASS A | COMMON STOCK | 74767V109 | — | 200 shares | $1,512 |
| HERSHEY CO | COMMON STOCK | 427866108 | — | 8 shares | $1,404 |
| T-MOBILE US INC | COMMON STOCK | 872590104 | — | 7 shares | $1,228 |
| LEIDOS HLDGS INC | COMMON STOCK | 525327102 | — | 10 shares | $1,037 |
| THE MAGNUM ICE CREAM C F | FOREIGN ORDINARIES | N5505D105 | — | 40 shares | $696 |
| RIVIAN AUTOMOTIVE INC CLASS A | COMMON STOCK | 76954A103 | — | 40 shares | $694 |
| ISHARES SILVER TRUST | UIT EXCHANGE TRADED | 46428Q109 | — | 10 shares | $535 |
| MICROVISION INC DEL | COMMON STOCK | 594960304 | — | 1,000 shares | $327 |
| VIATRIS INC | COMMON STOCK | 92556V106 | — | 20 shares | $318 |
| GLOBALSTAR INC | COMMON STOCK | 378973507 | — | 3 shares | $244 |
| WALGREENS BOOTS ALLIANCE | COMMON STOCK | 931CVR013 | — | 367 shares | $0 |