Financially Speaking Inc

13F filer · CIK 0002040901

Reported Jul 27, 2026

Net seller this quarter

13F portfolio value$20.6MU.S. long equity reported on 13F

Positions890 new · 2 closed

Net flow last quarter-$762Buys minus sells

Top 10 positions weight50.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202689 positions
FLDRFlanders Corp	$7.54M	36.61%	Not reported	0.0%	Q4 2024
PLTRPalantir Technologies Inc.	$757K	3.68%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$439K	2.13%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$348K	1.69%	0.00%	Not reported	Q4 2024
XELXcel Energy Inc	$302K	1.47%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$218K	1.06%	0.00%	Not reported	Q4 2024
MDTMedtronic plc	$214K	1.04%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$204K	0.99%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$198K	0.96%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$188K	0.91%	0.00%	Not reported	Q4 2024
OXYOccidental Petroleum Corp	$120K	0.58%	0.00%	Not reported	Q4 2024
USBUS Bancorp \de\	$115K	0.56%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$110K	0.53%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$90.8K	0.44%	0.00%	Not reported	Q4 2024
TTTrane Technologies plc	$83.3K	0.40%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$81.7K	0.40%	0.00%	Not reported	Q4 2024
PSXPhillips 66	$79.3K	0.39%	0.00%	Not reported	Q4 2024
LINLinde PLC	$69.4K	0.34%	0.00%	Not reported	Q4 2024
LIILennox International Inc	$61.7K	0.30%	0.00%	Not reported	Q4 2024
ROSTRoss Stores, Inc.	$61.5K	0.30%	0.00%	Not reported	Q4 2024
VZVerizon Communications Inc	$61.2K	0.30%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$52.6K	0.26%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$50.2K	0.24%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$47K	0.23%	0.00%	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$44.2K	0.21%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$43.1K	0.21%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$38.9K	0.19%	0.00%	Not reported	Q4 2024
KMBKimberly Clark Corp	$36.4K	0.18%	0.00%	Not reported	Q4 2024
NOCNorthrop Grumman Corp	$36.2K	0.18%	0.00%	Not reported	Q4 2024
SBUXStarbucks Corp	$35.8K	0.17%	0.00%	Not reported	Q4 2024
SHLDSears Holdings Corp	$34.5K	0.17%	0.00%	-0.4%	Q2 2025
SYKStryker Corp	$32.9K	0.16%	0.00%	Not reported	Q4 2024
INTCIntel Corp	$30.1K	0.15%	0.00%	Not reported	Q4 2024
MKCMccormick & Co Inc	$29.3K	0.14%	Not reported	Not reported	Q4 2024
RIVNRivian Automotive, Inc. / DE	$27.6K	0.13%	0.00%	Not reported	Q4 2024
NDSNNordson Corp	$26.6K	0.13%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$25.3K	0.12%	0.00%	Not reported	Q3 2025
BACBank of America Corp	$24.5K	0.12%	0.00%	Not reported	Q4 2024
SLViShares Silver Trust	$22.8K	0.11%	0.00%	Not reported	Q4 2024
GILDGilead Sciences, Inc.	$22K	0.11%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$21.2K	0.10%	0.00%	Not reported	Q4 2024
ALVAutoliv Inc	$17K	0.08%	0.00%	Not reported	Q4 2024
IOTSamsara Inc.	$15.8K	0.08%	Not reported	Not reported	Q4 2024
BPBP PLC	$15.5K	0.08%	Not reported	Not reported	Q4 2024
APAAPA Corp	$14.6K	0.07%	0.00%	Not reported	Q4 2024
GBTCGrayscale Bitcoin Trust ETF	$14.5K	0.07%	0.00%	Not reported	Q4 2024
LOWLowes Companies Inc	$14.4K	0.07%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$14.1K	0.07%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$13.3K	0.06%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$12.9K	0.06%	0.00%	Not reported	Q4 2024

Q1 2026Reported Apr 7, 202691 positions
FLDRFlanders Corp	$7.54M	36.60%	Not reported	-56.9%	Q4 2024
PLTRPalantir Technologies Inc.	$757K	3.68%	0.00%	-26.1%	Q4 2024
NVDANvidia Corp	$439K	2.13%	0.00%	-50.4%	Q4 2024
XOMExxonMobil Holdings Corp	$348K	1.69%	0.00%	Not reported	Q4 2024
XELXcel Energy Inc	$302K	1.47%	0.00%	+0.1%	Q4 2024
JNJJohnson & Johnson	$218K	1.06%	0.00%	Not reported	Q4 2024
MDTMedtronic plc	$214K	1.04%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$204K	0.99%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$198K	0.96%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$188K	0.91%	0.00%	Not reported	Q4 2024
OXYOccidental Petroleum Corp	$120K	0.58%	0.00%	-20.9%	Q4 2024
USBUS Bancorp \de\	$115K	0.56%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$110K	0.53%	0.00%	-33.7%	Q4 2024
MCDMcdonalds Corp	$90.8K	0.44%	0.00%	Not reported	Q4 2024
TTTrane Technologies plc	$83.3K	0.40%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$81.7K	0.40%	0.00%	-3.9%	Q4 2024
PSXPhillips 66	$79.3K	0.39%	0.00%	+0.7%	Q4 2024
LINLinde PLC	$69.4K	0.34%	0.00%	Not reported	Q4 2024
LIILennox International Inc	$61.7K	0.30%	0.00%	Not reported	Q4 2024
ROSTRoss Stores, Inc.	$61.5K	0.30%	0.00%	Not reported	Q4 2024
VZVerizon Communications Inc	$61.2K	0.30%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$52.6K	0.26%	0.00%	+0.3%	Q4 2024
TAt&T Inc.	$50.2K	0.24%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$47K	0.23%	0.00%	-4.1%	Q4 2024
TMOThermo Fisher Scientific Inc.	$44.2K	0.21%	0.00%	-10.0%	Q4 2024
AMDAdvanced Micro Devices Inc	$43.1K	0.21%	0.00%	-6.2%	Q4 2024
AMZNAmazon Com Inc	$38.9K	0.19%	0.00%	-70.6%	Q4 2024
KMBKimberly Clark Corp	$36.4K	0.18%	0.00%	Not reported	Q4 2024
NOCNorthrop Grumman Corp	$36.2K	0.18%	0.00%	Not reported	Q4 2024
SBUXStarbucks Corp	$35.8K	0.17%	0.00%	Not reported	Q4 2024
SHLDSears Holdings Corp	$34.6K	0.17%	0.00%	Not reported	Q2 2025
SYKStryker Corp	$32.9K	0.16%	0.00%	Not reported	Q4 2024
INTCIntel Corp	$30.1K	0.15%	0.00%	Not reported	Q4 2024
MKCMccormick & Co Inc	$29.3K	0.14%	Not reported	Not reported	Q4 2024
RIVNRivian Automotive, Inc. / DE	$27.6K	0.13%	0.00%	Not reported	Q4 2024
NDSNNordson Corp	$26.6K	0.13%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$25.3K	0.12%	0.00%	Not reported	Q3 2025
BACBank of America Corp	$24.5K	0.12%	0.00%	+0.6%	Q4 2024
SLViShares Silver Trust	$22.8K	0.11%	0.00%	Not reported	Q4 2024
GILDGilead Sciences, Inc.	$22K	0.11%	0.00%	-13.2%	Q4 2024
MRKMerck & Co., Inc.	$21.2K	0.10%	0.00%	Not reported	Q4 2024
ALVAutoliv Inc	$17K	0.08%	0.00%	Not reported	Q4 2024
IOTSamsara Inc.	$15.8K	0.08%	Not reported	Not reported	Q4 2024
BPBP PLC	$15.5K	0.08%	Not reported	Not reported	Q4 2024
APAAPA Corp	$14.6K	0.07%	0.00%	-30.8%	Q4 2024
GBTCGrayscale Bitcoin Trust ETF	$14.5K	0.07%	0.00%	Not reported	Q4 2024
LOWLowes Companies Inc	$14.4K	0.07%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$14.1K	0.07%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$13.3K	0.06%	0.00%	-18.2%	Q4 2024
QCOMQualcomm Inc	$12.9K	0.06%	0.00%	Not reported	Q4 2024

Q4 2025Reported Feb 10, 2026119 positions
SPYSPDR S&P 500 ETF Trust	$27.9M	18.04%	Not reported	New	Q4 2025
FLDRFlanders Corp	$17.5M	11.34%	Not reported	+223.8%	Q4 2024
SILGolden Minerals Co	$1.4M	0.91%	Not reported	-62.8%	Q3 2025
PLTRPalantir Technologies Inc.	$1.25M	0.81%	0.00%	-27.0%	Q4 2024
PPLTabrdn Platinum ETF Trust	$1.24M	0.80%	0.00%	New	Q4 2025
NVDANvidia Corp	$945K	0.61%	0.00%	-1.4%	Q4 2024
MCKMckesson Corp	$656K	0.42%	0.00%	Not reported	Q4 2024
XELXcel Energy Inc	$281K	0.18%	0.00%	+0.1%	Q4 2024
XOMExxonMobil Holdings Corp	$247K	0.16%	0.00%	Not reported	Q4 2024
MDTMedtronic plc	$237K	0.15%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$188K	0.12%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$184K	0.12%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$181K	0.12%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$177K	0.11%	0.00%	-1.0%	Q4 2024
MOAltria Group, Inc.	$164K	0.11%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$147K	0.10%	0.00%	+8.5%	Q4 2024
USBUS Bancorp \de\	$118K	0.08%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$112K	0.07%	Not reported	+36.0%	Q2 2025
NETCloudflare, Inc.	$108K	0.07%	Not reported	Not reported	Q2 2025
OXYOccidental Petroleum Corp	$96K	0.06%	0.00%	+0.6%	Q4 2024
AAPLApple Inc.	$91K	0.06%	0.00%	+0.3%	Q4 2024
MCDMcdonalds Corp	$89.2K	0.06%	0.00%	Not reported	Q4 2024
BABoeing Co	$86.8K	0.06%	0.00%	+14.3%	Q4 2024
TTTrane Technologies plc	$77.8K	0.05%	0.00%	Not reported	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$70.3K	0.05%	0.00%	+57.9%	Q2 2025
LIILennox International Inc	$64.6K	0.04%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$64.3K	0.04%	Not reported	-98.1%	Q4 2024
LINLinde PLC	$59.7K	0.04%	0.00%	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$57.9K	0.04%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$57.9K	0.04%	0.00%	Not reported	Q4 2024
PSXPhillips 66	$55.7K	0.04%	0.00%	+0.9%	Q4 2024
PGPROCTER & GAMBLE Co	$52.1K	0.03%	0.00%	+0.3%	Q4 2024
ROSTRoss Stores, Inc.	$51.2K	0.03%	0.00%	Not reported	Q4 2024
VZVerizon Communications Inc	$49.7K	0.03%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$48.4K	0.03%	0.00%	-3.0%	Q4 2024
NVDLNovadel Pharma Inc	$44K	0.03%	Not reported	Not reported	Q2 2025
TAt&T Inc.	$43K	0.03%	0.00%	Not reported	Q4 2024
PNCPNC Financial Services Group, Inc.	$41.7K	0.03%	0.00%	Not reported	Q4 2024
MKCMccormick & Co Inc	$39.5K	0.03%	Not reported	Not reported	Q4 2024
KMBKimberly Clark Corp	$38K	0.02%	0.00%	Not reported	Q4 2024
RIVNRivian Automotive, Inc. / DE	$36.2K	0.02%	0.00%	Not reported	Q4 2024
SYKStryker Corp	$35.1K	0.02%	0.00%	Not reported	Q4 2024
GEVGE Vernova Inc.	$34.6K	0.02%	0.00%	+1666.7%	Q4 2024
SBUXStarbucks Corp	$33.7K	0.02%	0.00%	-1.0%	Q4 2024
NOCNorthrop Grumman Corp	$30.2K	0.02%	0.00%	-36.1%	Q4 2024
BACBank of America Corp	$27.5K	0.02%	0.00%	+0.4%	Q4 2024
HDHome Depot, Inc.	$26.5K	0.02%	0.00%	Not reported	Q3 2025
INTCIntel Corp	$25.2K	0.02%	0.00%	+69.2%	Q4 2024
NDSNNordson Corp	$24K	0.02%	0.00%	Not reported	Q4 2024
CELHCelsius Holdings, Inc.	$22.9K	0.01%	0.00%	Not reported	Q4 2024

Q3 2025Reported Nov 6, 2025118 positions
SHLDSears Holdings Corp	$5.66M	3.72%	0.07%	-9.1%	Q2 2025
FLDRFlanders Corp	$5.41M	3.55%	Not reported	-41.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.44M	2.26%	Not reported	+6603.9%	Q4 2024
SILGolden Minerals Co	$3.23M	2.12%	Not reported	New	Q3 2025
PLTRPalantir Technologies Inc.	$1.75M	1.15%	0.00%	-12.2%	Q4 2024
NVDANvidia Corp	$959K	0.63%	0.00%	-8.6%	Q4 2024
MCKMckesson Corp	$618K	0.41%	0.00%	Not reported	Q4 2024
XELXcel Energy Inc	$307K	0.20%	0.00%	+0.1%	Q4 2024
MDTMedtronic plc	$235K	0.15%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$231K	0.15%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$192K	0.13%	0.00%	+13.7%	Q4 2024
MOAltria Group, Inc.	$188K	0.12%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$172K	0.11%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$165K	0.11%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$141K	0.09%	0.00%	+9.5%	Q4 2024
AMZNAmazon Com Inc	$129K	0.08%	0.00%	+7.3%	Q4 2024
NETCloudflare, Inc.	$118K	0.08%	Not reported	-21.4%	Q2 2025
OXYOccidental Petroleum Corp	$110K	0.07%	0.00%	+0.5%	Q4 2024
USBUS Bancorp \de\	$107K	0.07%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$91.8K	0.06%	Not reported	+25.0%	Q2 2025
MCDMcdonalds Corp	$88.7K	0.06%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$85.1K	0.06%	0.00%	Not reported	Q4 2024
TTTrane Technologies plc	$84.4K	0.06%	0.00%	Not reported	Q4 2024
BABoeing Co	$75.5K	0.05%	0.00%	-16.1%	Q4 2024
LIILennox International Inc	$70.4K	0.05%	0.00%	Not reported	Q4 2024
LINLinde PLC	$66.5K	0.04%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$58.3K	0.04%	0.00%	Not reported	Q4 2024
PSXPhillips 66	$58.3K	0.04%	0.00%	+0.7%	Q4 2024
PGPROCTER & GAMBLE Co	$55.7K	0.04%	0.00%	+0.3%	Q4 2024
VZVerizon Communications Inc	$53.6K	0.04%	0.00%	Not reported	Q4 2024
NOCNorthrop Grumman Corp	$50.6K	0.03%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$48.9K	0.03%	0.00%	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$48.5K	0.03%	0.00%	Not reported	Q4 2024
KMBKimberly Clark Corp	$46.9K	0.03%	0.00%	Not reported	Q4 2024
NVDLNovadel Pharma Inc	$46.8K	0.03%	Not reported	Not reported	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$46.6K	0.03%	0.00%	+26.7%	Q2 2025
ROSTRoss Stores, Inc.	$43.3K	0.03%	0.00%	Not reported	Q4 2024
PNCPNC Financial Services Group, Inc.	$40.2K	0.03%	0.00%	Not reported	Q4 2024
MKCMccormick & Co Inc	$38.8K	0.03%	Not reported	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$37.7K	0.02%	0.00%	Not reported	Q4 2024
SYKStryker Corp	$37K	0.02%	0.00%	Not reported	Q4 2024
UBERUber Technologies, Inc	$34.3K	0.02%	0.00%	-10.3%	Q2 2025
SBUXStarbucks Corp	$34.2K	0.02%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$31.2K	0.02%	0.00%	New	Q3 2025
CELHCelsius Holdings, Inc.	$28.7K	0.02%	0.00%	Not reported	Q4 2024
RIVNRivian Automotive, Inc. / DE	$27K	0.02%	0.00%	Not reported	Q4 2024
BACBank of America Corp	$25.6K	0.02%	0.00%	+0.6%	Q4 2024
GBTCGrayscale Bitcoin Trust ETF	$24.7K	0.02%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$22.8K	0.01%	0.00%	Not reported	Q4 2024
NDSNNordson Corp	$22.7K	0.01%	0.00%	Not reported	Q4 2024

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