Finley Financial, LLC reported 17 positions worth $2.13M for the quarter ended Sep 30, 2026, down 10.2% on the prior quarter. It opened 0 new positions, added to 1, trimmed 0 and exited 2. Its largest holding is Amazon Com Inc at 23.3% 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 |
|---|---|---|---|---|
| BIRD Smartbird, Inc. | +15.0K | +150.0% | $52.35K | 4.1% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 2,000 | $496.46K | 23.35% | 0 | 0.0% | Unchanged | 0% |
| 2 | CRDO Credo Technology Group Holding Ltd | Technology | 1,380 | $290.04K | 13.64% | 0 | 0.0% | Unchanged | 0% |
| 3 | UPS United Parcel Service Inc | Industrials | 2,626 | $246.56K | 11.6% | 0 | 0.0% | Unchanged | 0% |
| 4 | LSF Laird Superfood, Inc. | Consumer Staples | 50.0K | $173.00K | 8.14% | 0 | 0.0% | Unchanged | 0.45% |
| 5 | INTC Intel Corp | Technology | 1,284 | $154.08K | 7.25% | 0 | 0.0% | Unchanged | 0% |
| 6 | LRCX Lam Research Corp | Technology | 400 | $136.04K | 6.4% | 0 | 0.0% | Unchanged | 0% |
| 7 | SBUX Starbucks Corp | Consumer Discretionary | 1,008 | $95.64K | 4.5% | 0 | 0.0% | Unchanged | 0% |
| 8 | SPOT Spotify Technology S.A. | Technology | 194 | $95.33K | 4.48% | 0 | 0.0% | Unchanged | 0% |
| 9 | BIRD Smartbird, Inc. | Consumer Discretionary | 25.0K | $87.25K | 4.1% | +15.0K | +150.0% | Added | 0.21% |
| 10 | MCD Mcdonalds Corp | Consumer Discretionary | 361 | $83.69K | 3.94% | 0 | 0.0% | Unchanged | 0% |
| 11 | WMT Walmart Inc. | Consumer Staples | 609 | $63.49K | 2.99% | 0 | 0.0% | Unchanged | 0% |
| 12 | F Ford Motor Co | Consumer Discretionary | 4,725 | $57.98K | 2.73% | 0 | 0.0% | Unchanged | 0% |
| 13 | ORCL Oracle Corp | Technology | 400 | $55.23K | 2.6% | 0 | 0.0% | Unchanged | 0% |
| 14 | HD Home Depot, Inc. | Consumer Discretionary | 145 | $40.96K | 1.93% | 0 | 0.0% | Unchanged | 0% |
| 15 | JNJ Johnson & Johnson | Healthcare | 104 | $26.90K | 1.27% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Finley Financial.
As of its Q3 2026 13F filing, Finley Financial, LLC’s five largest positions were Amazon Com Inc (AMZN) at 23.3%, Credo Technology Group Holding Ltd (CRDO) at 13.6%, United Parcel Service Inc (UPS) at 11.6%, Laird Superfood, Inc. (LSF) at 8.1%, Intel Corp (INTC) at 7.2% of the reported portfolio.
Finley Financial, LLC reported a 13F portfolio worth $2.13M across 17 positions for Q3 2026. That is down 10.2% from the previous quarter.
Its largest purchases by value were Smartbird, Inc. ($52.35K). It opened 0 new positions.
Its largest sales by value were Fidelity Wise Origin Bitcoin Fund ($12.00K), Nu Holdings Ltd. ($10.30K). It exited 2 positions entirely.
From the Form 13F-HR reports Finley Financial, 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.