Financial Avengers, Inc.
Long book
$219.3M
Q1 2026
Positions
151
Top-10 weight
74%
concentration
Last quarter
+12.1%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsFinancial Avengers, Inc. is a diversified fundamental manager, running a $219.3M US long book across 151 positions.
The portfolio is concentrated: the top 10 names carry 74% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, AMAZON.COM INC, APPLE INC, ALPHABET INC-CL C, BERKSHIRE HATHAWAY INC-CL B.
Over the last 9 quarters its long book ran on average 0.2pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+7.7%
Q2 2024
+1.2%
Q3 2024
+7.3%
Q4 2024
-6.4%
Q1 2025
+10.8%
Q2 2025
+10.6%
Q3 2025
+5.8%
Q4 2025
-7.0%
Q1 2026
+12.1%
Sector allocation
Technology 43%
Financials 25%
Consumer discretionary 13%
Healthcare 9%
Other 4%
Communications 3%
Services media 3%
Industrials 1%
Long book by quarter
What does Financial Avengers, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 165.0K | $28.8M | 13.1% | -8.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 107.0K | $22.3M | 10.2% | -3.8% |
| AAPL APPLE INC | Technology | 86.0K | $21.8M | 10.0% | -3.8% |
| GOOG ALPHABET INC-CL C | Technology | 73.6K | $21.1M | 9.6% | -8.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 36.3K | $17.4M | 7.9% | -2.3% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 140.4K | $13.2M | 6.0% | -4.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 47.1K | $11.5M | 5.2% | -4.8% |
| AXP AMERICAN EXPRESS CO | Financials | 36.9K | $11.1M | 5.1% | -3.5% |
| BAC BANK OF AMERICA CORP | Financials | 170.9K | $8.3M | 3.8% | -4.3% |
| MSFT MICROSOFT CORP | Technology | 15.6K | $5.8M | 2.6% | 0.0% |
| SHOP SHOPIFY INC - CLASS A | Technology | 47.6K | $5.6M | 2.6% | +0.4% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 109.0K | $5.5M | 2.5% | +8.7% |
| PG PROCTER & GAMBLE CO/THE | Other | 37.5K | $5.4M | 2.5% | +0.7% |
| DIS WALT DISNEY CO/THE | Services media | 50.6K | $4.9M | 2.2% | +0.6% |
| SBUX STARBUCKS CORP | Consumer discretionary | 43.8K | $3.9M | 1.8% | -0.8% |
| PFE PFIZER INC | Healthcare | 118.1K | $3.3M | 1.5% | +7.5% |
| TSLA TESLA INC | Industrials | 5.9K | $2.2M | 1.0% | Held |
| ADBE ADOBE INC | Technology | 8.6K | $2.1M | 0.9% | +1.9% |
| GOOGL ALPHABET INC-CL A | Technology | 6.6K | $1.9M | 0.9% | -15.7% |
| KVUE KENVUE INC | Other | 107.2K | $1.8M | 0.8% | +6.6% |
| MMM 3M CO | Healthcare | 10.4K | $1.5M | 0.7% | -0.6% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 0.7% | Held |
| LLY ELI LILLY & CO | Healthcare | 1.2K | $1.1M | 0.5% | -9.9% |
| META META PLATFORMS INC-CLASS A | Technology | 1.1K | $641K | 0.3% | +0.7% |
| AMD ADVANCED MICRO DEVICES | Technology | 2.0K | $412K | 0.2% | -24.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 304 | $303K | 0.1% | -0.7% |
| JPM JPMORGAN CHASE & CO | Financials | 788 | $232K | 0.1% | -2.6% |
| GE GENERAL ELECTRIC | Industrials | 815 | $231K | 0.1% | +0.1% |
| GEV GE VERNOVA INC | Industrials | 243 | $212K | 0.1% | Held |
| T AT&T INC | Communications | 7.2K | $208K | 0.1% | +0.8% |
| V VISA INC-CLASS A SHARES | Services media | 684 | $207K | 0.1% | +0.1% |
| GILD GILEAD SCIENCES INC | Healthcare | 1.3K | $186K | 0.1% | +0.6% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 882 | $179K | 0.1% | +0.7% |
| ACGL ARCH CAPITAL GROUP LTD | Financials | 1.6K | $157K | 0.1% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 2.0K | $155K | 0.1% | Held |
| IBM INTL BUSINESS MACHINES CORP | Technology | 559 | $136K | 0.1% | +0.7% |
| NFLX NETFLIX INC | Services media | 1.3K | $124K | 0.1% | +9.8% |
| GLW CORNING INC | Industrials | 798 | $109K | 0.0% | +0.1% |
| HD HOME DEPOT INC | Consumer discretionary | 325 | $107K | 0.0% | +0.6% |
| F FORD MOTOR CO | Industrials | 8.5K | $98K | 0.0% | +0.8% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 60 | $79K | 0.0% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 276 | $75K | 0.0% | +0.7% |
| WMT WALMART INC | Consumer discretionary | 568 | $71K | 0.0% | +0.2% |
| TXN TEXAS INSTRUMENTS INC | Technology | 362 | $70K | 0.0% | -1.1% |
| AVGO BROADCOM INC | Technology | 216 | $67K | 0.0% | -6.1% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 130 | $64K | 0.0% | -13.9% |
| DBX DROPBOX INC-CLASS A | Technology | 2.6K | $60K | 0.0% | Held |
| NKE NIKE INC -CL B | Other | 1.1K | $60K | 0.0% | +0.7% |
| TIC TIC SOLUTIONS INC | Services media | 9.0K | $59K | 0.0% | Held |
| MCHP MICROCHIP TECHNOLOGY INC | Technology | 868 | $56K | 0.0% | +0.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 19, 2026 | 151 | $219.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR/ARESTATEMENT | Mar 4, 2026 | 145 | $244.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 140 | $232.5M | SEC ↗ | |
| Q3 2025 | 13F-HR | Nov 17, 2025 | 140 | $232.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 141 | $215.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 149 | $197.4M | SEC ↗ | |
| Q1 2025 | 13F-HR/ARESTATEMENT | May 15, 2025 | 150 | $197.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 18, 2025 | 161 | $212.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 18, 2024 | 177 | $203.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 156 | $188.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 153 | $189.0M | canonical | SEC ↗ |
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