Beto Financial Group, LLC reported 82 positions worth $57.84M for the quarter ended Jun 30, 2026, up 5.0% on the prior quarter. It opened 3 new positions, added to 47, trimmed 22 and exited 6. Its largest holding is Micron Technology Inc at 8.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| FMC Fmc Corp | +55.4K | – | $620.21K | 1.07% |
| MCD Mcdonalds Corp | +1,946 | +122.5% | $520.83K | 1.64% |
| RHI Robert Half Inc. | +7,412 | – | $310.04K | 0.536% |
| LLY ELI LILLY & Co | +177 | – | $203.00K | 0.351% |
| NVDA Nvidia Corp | +468 | +10.6% | $95.13K | 1.71% |
| AAPL Apple Inc. | +272 | +2.4% | $88.84K | 6.44% |
| GLD Spdr Gold Trust | +107 | +2.3% | $39.33K | 3% |
| GOOGL Alphabet Inc. | +95 | +2.5% | $33.44K | 2.33% |
| AVGO Broadcom Inc. | +71 | +8.9% | $26.85K | 0.566% |
| AMZN Amazon Com Inc | +99 | +2.6% | $24.75K | 1.66% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RYZ Ryerson Holding Corp | -15.0K | -20.3% | $436.05K | 2.96% |
| MU Micron Technology Inc | -331 | -5.6% | $286.48K | 8.34% |
| GE General Electric Co | -922 | -100.0% | $279.03K | Exited |
| IBM International Business Machines Corp | -934 | -100.0% | $215.99K | Exited |
| FDX Fedex Corp | -553 | -100.0% | $207.89K | Exited |
| GEV GE Vernova Inc. | -198 | -100.0% | $207.04K | Exited |
| NEE Nextera Energy Inc | -2,200 | -100.0% | $205.30K | Exited |
| VZ Verizon Communications Inc | -4,313 | -100.0% | $203.10K | Exited |
| PG PROCTER & GAMBLE Co | -467 | -10.2% | $69.64K | 1.06% |
| ITW Illinois Tool Works Inc | -136 | -2.9% | $36.95K | 2.1% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GE General Electric Co | -922 | $279.03K | 0.507% |
| IBM International Business Machines Corp | -934 | $215.99K | 0.392% |
| FDX Fedex Corp | -553 | $207.89K | 0.378% |
| GEV GE Vernova Inc. | -198 | $207.04K | 0.376% |
| NEE Nextera Energy Inc | -2,200 | $205.30K | 0.373% |
| VZ Verizon Communications Inc | -4,313 | $203.10K | 0.369% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MU Micron Technology Inc | Technology | 5,573 | $4.82M | 8.34% | -331 | -5.6% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 11.4K | $3.73M | 6.44% | +272 | +2.4% | Added | 0% |
| 3 | BRK-A Berkshire Hathaway Inc | Financial Services | 3 | $2.21M | 3.82% | 0 | 0.0% | Unchanged | 0% |
| 4 | MSFT Microsoft Corp | Technology | 5,004 | $2.01M | 3.48% | +48 | +1.0% | Added | 0% |
| 5 | GLD Spdr Gold Trust | Financial Services | 4,715 | $1.73M | 3% | +107 | +2.3% | Added | 0% |
| 6 | RYZ Ryerson Holding Corp | Industrials | 58.9K | $1.71M | 2.96% | -15.0K | -20.3% | Reduced | 0.11% |
| 7 | AMAT Applied Materials Inc | Technology | 3,182 | $1.67M | 2.89% | +3 | +0.1% | Added | 0% |
| 8 | CSCO Cisco Systems, Inc. | Technology | 13.0K | $1.44M | 2.49% | +41 | +0.3% | Added | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,858 | $1.40M | 2.43% | +44 | +1.6% | Added | 0% |
| 10 | ADP Automatic Data Processing Inc | Technology | 5,290 | $1.35M | 2.33% | -128 | -2.4% | Reduced | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 3,825 | $1.35M | 2.33% | +95 | +2.5% | Added | 0% |
| 12 | ITW Illinois Tool Works Inc | Industrials | 4,481 | $1.22M | 2.1% | -136 | -2.9% | Reduced | 0% |
| 13 | JNJ Johnson & Johnson | Healthcare | 4,803 | $1.19M | 2.07% | -2 | 0.0% | Reduced | 0% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 3,119 | $1.06M | 1.83% | -46 | -1.5% | Reduced | 0% |
| 15 | NVDA Nvidia Corp | Technology | 4,866 | $989.16K | 1.71% | +468 | +10.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Beto Financial.
As of its Q2 2026 13F filing, Beto Financial Group, LLC’s five largest positions were Micron Technology Inc (MU) at 8.3%, Apple Inc. (AAPL) at 6.4%, Berkshire Hathaway Inc (BRK-A) at 3.8%, Microsoft Corp (MSFT) at 3.5%, Spdr Gold Trust (GLD) at 3.0% of the reported portfolio.
Beto Financial Group, LLC reported a 13F portfolio worth $57.84M across 82 positions for Q2 2026. That is up 5.0% from the previous quarter.
Its largest purchases by value were Fmc Corp ($620.21K), Mcdonalds Corp ($520.83K), Robert Half Inc. ($310.04K). It opened 3 new positions.
Its largest sales by value were Ryerson Holding Corp ($436.05K), Micron Technology Inc ($286.48K), General Electric Co ($279.03K). It exited 6 positions entirely.
From the Form 13F-HR reports Beto Financial Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.