FINANCIAL DISCOVERY GROUP INC
FINANCIAL DISCOVERY GROUP INC reported 21 positions worth $46.9M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: SGOV (29.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGOV | SH | $13.7M | 29.29% | 136,457 | — | — | |
| ▸ 2 | BOND | SH | $5.0M | 10.64% | 54,104 | — | — | |
| ▸ 3 | XLP | SH | $3.6M | 7.59% | 42,844 | — | — | |
| ▸ 4 | CTA | SH | $3.2M | 6.88% | 124,445 | — | — | |
| ▸ 5 | XLE | SH | $3.1M | 6.71% | 59,273 | — | — | |
| ▸ 6 | XLU | SH | $3.1M | 6.68% | 69,100 | — | — | |
| ▸ 7 | XLV | SH | $2.9M | 6.26% | 18,508 | — | — | |
| ▸ 8 | SHV | SH | $2.4M | 5.16% | 21,916 | — | — | |
| ▸ 9 | SPHD | SH | $1.8M | 3.73% | 34,451 | — | — | |
| ▸ 10 | IWD | SH | $1.7M | 3.70% | 7,154 | — | — |
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Frequently Asked Questions
What stocks does FINANCIAL DISCOVERY GROUP INC hold as of Q2 2026?
FINANCIAL DISCOVERY GROUP INC reported 21 positions worth $46.9M in its Q2 2026 13F filing. Largest positions: SGOV (29.3%), BOND (10.6%), XLP (7.6%), CTA (6.9%) and XLE (6.7%).
What did FINANCIAL DISCOVERY GROUP INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FINANCIAL DISCOVERY GROUP INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.