Second Half Financial Partners, LLC reported 67 positions worth $36.20M for the quarter ended Jun 30, 2026, up 14.8% on the prior quarter. It opened 19 new positions, added to 17, trimmed 18 and exited 10. Its largest holding is Apple Inc. at 10.2% 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 |
|---|---|---|---|---|
| LAMR Lamar Advertising Co | +5,102 | – | $795.81K | 2.2% |
| SHOP Shopify Inc. | +5,761 | – | $657.79K | 1.82% |
| FTI TechnipFMC plc | +9,619 | – | $637.74K | 1.76% |
| VOD Vodafone Group Public Ltd Co | +44.9K | – | $593.88K | 1.64% |
| MU Micron Technology Inc | +350 | – | $404.00K | 1.12% |
| CRDO Credo Technology Group Holding Ltd | +1,158 | – | $314.92K | 0.87% |
| CSX Csx Corp | +5,534 | – | $263.03K | 0.727% |
| TXN Texas Instruments Inc | +873 | – | $260.22K | 0.719% |
| AMD Advanced Micro Devices Inc | +427 | – | $248.05K | 0.685% |
| NUE Nucor Corp | +1,092 | – | $243.24K | 0.672% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -6,924 | -100.0% | $1.17M | Exited |
| QCOM Qualcomm Inc | -4,811 | -100.0% | $619.60K | Exited |
| CRM Salesforce, Inc. | -3,315 | -100.0% | $618.81K | Exited |
| EXEL Exelixis, Inc. | -12.7K | -100.0% | $545.43K | Exited |
| POWL Powell Industries Inc | -1,898 | -66.7% | $543.51K | 0.751% |
| LRCX Lam Research Corp | -2,434 | -100.0% | $520.05K | Exited |
| LMT Lockheed Martin Corp | -418 | -100.0% | $252.64K | Exited |
| PLTR Palantir Technologies Inc. | -1,640 | -100.0% | $239.90K | Exited |
| MCD Mcdonalds Corp | -711 | -100.0% | $220.97K | Exited |
| V Visa Inc. | -707 | -100.0% | $213.68K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LAMR Lamar Advertising Co | +5,102 | $795.81K | 2.2% |
| SHOP Shopify Inc. | +5,761 | $657.79K | 1.82% |
| FTI TechnipFMC plc | +9,619 | $637.74K | 1.76% |
| VOD Vodafone Group Public Ltd Co | +44.9K | $593.88K | 1.64% |
| MU Micron Technology Inc | +350 | $404.00K | 1.12% |
| CRDO Credo Technology Group Holding Ltd | +1,158 | $314.92K | 0.87% |
| CSX Csx Corp | +5,534 | $263.03K | 0.727% |
| TXN Texas Instruments Inc | +873 | $260.22K | 0.719% |
| AMD Advanced Micro Devices Inc | +427 | $248.05K | 0.685% |
| NUE Nucor Corp | +1,092 | $243.24K | 0.672% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -6,924 | $1.17M | 3.73% |
| QCOM Qualcomm Inc | -4,811 | $619.60K | 1.97% |
| CRM Salesforce, Inc. | -3,315 | $618.81K | 1.96% |
| EXEL Exelixis, Inc. | -12.7K | $545.43K | 1.73% |
| LRCX Lam Research Corp | -2,434 | $520.05K | 1.65% |
| LMT Lockheed Martin Corp | -418 | $252.64K | 0.801% |
| PLTR Palantir Technologies Inc. | -1,640 | $239.90K | 0.761% |
| MCD Mcdonalds Corp | -711 | $220.97K | 0.701% |
| V Visa Inc. | -707 | $213.68K | 0.678% |
| UBER Uber Technologies, Inc | -2,840 | $204.28K | 0.648% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 12.8K | $3.70M | 10.22% | +18 | +0.1% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 10.3K | $2.05M | 5.67% | -143 | -1.4% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 4,468 | $1.06M | 2.94% | +523 | +13.3% | Added | 0% |
| 4 | GD General Dynamics Corp | Industrials | 2,936 | $1.04M | 2.87% | 0 | 0.0% | Unchanged | 0% |
| 5 | LHX L3Harris Technologies, Inc. | Industrials | 2,934 | $852.59K | 2.36% | 0 | 0.0% | Unchanged | 0% |
| 6 | RKT Rocket Companies, Inc. | Financial Services | 53.1K | $836.78K | 2.31% | -5,690 | -9.7% | Reduced | 0.01% |
| 7 | EXPE Expedia Group, Inc. | Technology | 3,264 | $835.19K | 2.31% | +361 | +12.4% | Added | 0% |
| 8 | MSFT Microsoft Corp | Technology | 2,222 | $828.83K | 2.29% | -130 | -5.5% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 2,530 | $828.12K | 2.29% | -138 | -5.2% | Reduced | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 771 | $821.26K | 2.27% | -20 | -2.5% | Reduced | 0% |
| 11 | RCL Royal Caribbean Cruises Ltd | Consumer Discretionary | 2,527 | $802.40K | 2.22% | -83 | -3.2% | Reduced | 0% |
| 12 | LAMR Lamar Advertising Co | Real Estate | 5,102 | $795.81K | 2.2% | +5,102 | – | New | 0.01% |
| 13 | ANET Arista Networks, Inc. | Technology | 4,626 | $785.87K | 2.17% | -14 | -0.3% | Reduced | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 6,623 | $750.10K | 2.07% | -67 | -1.0% | Reduced | 0% |
| 15 | MO Altria Group, Inc. | Consumer Staples | 10.3K | $738.42K | 2.04% | +1,363 | +15.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Second Half Financial Partners.
As of its Q2 2026 13F filing, Second Half Financial Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 10.2%, Nvidia Corp (NVDA) at 5.7%, Amazon Com Inc (AMZN) at 2.9%, General Dynamics Corp (GD) at 2.9%, L3Harris Technologies, Inc. (LHX) at 2.4% of the reported portfolio.
Second Half Financial Partners, LLC reported a 13F portfolio worth $36.20M across 67 positions for Q2 2026. That is up 14.8% from the previous quarter.
Its largest purchases by value were Lamar Advertising Co ($795.81K), Shopify Inc. ($657.79K), TechnipFMC plc ($637.74K). It opened 19 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($1.17M), Qualcomm Inc ($619.60K), Salesforce, Inc. ($618.81K). It exited 10 positions entirely.
From the Form 13F-HR reports Second Half Financial Partners, 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.