Financial Partners Group, LLC current holdings: USA Stocks
Financial Partners Group, LLC reported $0.23 billion in share positions in stocks (listed in the US), 60 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are MSFT, GOOGL, JPM.
- MSFT: Country of operation United States; Class COM; Shares 28,765; Value $14,307,772.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 78,871; Value $13,899,468.
- JPM: Country of operation United States; Class COM; Shares 46,413; Value $13,455,545.
- BRKB: Country of operation —; Class CL B NEW; Shares 27,399; Value $13,309,613.
Form 13F-HR as filed (SEC CIK 1965246): quarter ended 2025-06-30, filed 2025-07-17. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
MSFT
MICROSOFT CORP | United States | COM | 28,765 | $14,307,772 | 6.02% | 2025-06-30 | 2025-07-17 | +2.32% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 78,871 | $13,899,468 | 5.85% | 2025-06-30 | 2025-07-17 | +93.45% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 46,413 | $13,455,545 | 5.66% | 2025-06-30 | 2025-07-17 | +15.55% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 27,399 | $13,309,613 | 5.60% | 2025-06-30 | 2025-07-17 | |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 62,076 | $12,703,233 | 5.35% | 2025-06-30 | 2025-07-17 | +89.80% |
|---|
ECL
ECOLAB INC | United States | COM | 40,815 | $10,997,318 | 4.63% | 2025-06-30 | 2025-07-17 | +3.13% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 70,529 | $10,099,083 | 4.25% | 2025-06-30 | 2025-07-17 | +42.73% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 31,037 | $9,682,760 | 4.08% | 2025-06-30 | 2025-07-17 | +20.18% |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 90,247 | $9,109,554 | 3.83% | 2025-06-30 | 2025-07-17 | -6.94% |
|---|
CAT
CATERPILLAR INC | United States | COM | 22,978 | $8,920,361 | 3.75% | 2025-06-30 | 2025-07-17 | +112.94% |
|---|
PEP
PEPSICO INC | United States | COM | 67,304 | $8,886,784 | 3.74% | 2025-06-30 | 2025-07-17 | -2.54% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 79,724 | $8,594,292 | 3.62% | 2025-06-30 | 2025-07-17 | |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 87,517 | $8,518,950 | 3.59% | 2025-06-30 | 2025-07-17 | +232.71% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 17,616 | $8,158,649 | 3.43% | 2025-06-30 | 2025-07-17 | +10.60% |
|---|
FDX
FEDEX CORP | United States | COM | 35,563 | $8,083,878 | 3.40% | 2025-06-30 | 2025-07-17 | +56.94% |
|---|
AAPL
APPLE INC | United States | COM | 33,344 | $6,841,140 | 2.88% | 2025-06-30 | 2025-07-17 | |
|---|
CCI
CROWN CASTLE INC | United States | COM | 65,839 | $6,763,628 | 2.85% | 2025-06-30 | 2025-07-17 | -34.71% |
|---|
EOG
EOG RES INC | United States | COM | 40,005 | $4,784,971 | 2.01% | 2025-06-30 | 2025-07-17 | +16.76% |
|---|
HD
HOME DEPOT INC | United States | COM | 12,516 | $4,588,752 | 1.93% | 2025-06-30 | 2025-07-17 | -21.44% |
|---|
AMZN
AMAZON COM INC | United States | COM | 19,093 | $4,188,814 | 1.76% | 2025-06-30 | 2025-07-17 | +12.43% |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 47,166 | $4,111,461 | 1.73% | 2025-06-30 | 2025-07-17 | -0.09% |
|---|
MRK
MERCK & CO INC | United States | COM | 36,216 | $2,866,827 | 1.21% | 2025-06-30 | 2025-07-17 | +88.58% |
|---|
MO
ALTRIA GROUP INC | United States | COM | 43,512 | $2,551,094 | 1.07% | 2025-06-30 | 2025-07-17 | +17.21% |
|---|
FHN
FIRST HORIZON CORPORATION | United States | COM | 118,484 | $2,511,857 | 1.06% | 2025-06-30 | 2025-07-17 | +8.96% |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 24,142 | $2,202,732 | 0.93% | 2025-06-30 | 2025-07-17 | +8.61% |
|---|
OXY
OCCIDENTAL PETE CORP | United States | COM | 48,146 | $2,022,620 | 0.85% | 2025-06-30 | 2025-07-17 | +30.78% |
|---|
FTNT
FORTINET INC | United States | COM | 18,706 | $1,977,599 | 0.83% | 2025-06-30 | 2025-07-17 | +66.44% |
|---|
TFC
TRUIST FINL CORP | United States | COM | 45,982 | $1,976,787 | 0.83% | 2025-06-30 | 2025-07-17 | +8.03% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 41,371 | $1,957,672 | 0.82% | 2025-06-30 | 2025-07-17 | +16.15% |
|---|
VMC
VULCAN MATLS CO | United States | COM | 7,066 | $1,842,829 | 0.78% | 2025-06-30 | 2025-07-17 | -6.93% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 41,059 | $1,776,625 | 0.75% | 2025-06-30 | 2025-07-17 | +6.26% |
|---|
OC
OWENS CORNING NEW | United States | COM | 11,994 | $1,649,431 | 0.69% | 2025-06-30 | 2025-07-17 | -13.93% |
|---|
LUV
SOUTHWEST AIRLS CO | United States | COM | 46,644 | $1,513,132 | 0.64% | 2025-06-30 | 2025-07-17 | +29.72% |
|---|
STLD
STEEL DYNAMICS INC | United States | COM | 11,129 | $1,424,624 | 0.60% | 2025-06-30 | 2025-07-17 | +73.35% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 1,406 | $1,391,856 | 0.59% | 2025-06-30 | 2025-07-17 | -6.60% |
|---|
RF
REGIONS FINANCIAL CORP NEW | United States | COM | 58,920 | $1,385,802 | 0.58% | 2025-06-30 | 2025-07-17 | +14.33% |
|---|
JBHT
HUNT J B TRANS SVCS INC | United States | COM | 9,435 | $1,354,887 | 0.57% | 2025-06-30 | 2025-07-17 | +59.67% |
|---|
ORCL
ORACLE CORP | United States | COM | 6,190 | $1,353,323 | 0.57% | 2025-06-30 | 2025-07-17 | -36.98% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 4,511 | $1,329,814 | 0.56% | 2025-06-30 | 2025-07-17 | -25.37% |
|---|
LOW
LOWES COS INC | United States | COM | 5,943 | $1,318,644 | 0.55% | 2025-06-30 | 2025-07-17 | -15.60% |
|---|
NUE
NUCOR CORP | United States | COM | 9,631 | $1,247,546 | 0.53% | 2025-06-30 | 2025-07-17 | +82.37% |
|---|
BA
BOEING CO | United States | COM | 4,002 | $838,540 | 0.35% | 2025-06-30 | 2025-07-17 | -10.43% |
|---|
HUM
HUMANA INC | United States | COM | 2,871 | $701,903 | 0.30% | 2025-06-30 | 2025-07-17 | +58.24% |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 5,760 | $679,710 | 0.29% | 2025-06-30 | 2025-07-17 | -3.21% |
|---|
KO
COCA COLA CO | United States | COM | 7,678 | $543,247 | 0.23% | 2025-06-30 | 2025-07-17 | +22.74% |
|---|
TGT
TARGET CORP | United States | COM | 5,405 | $533,204 | 0.22% | 2025-06-30 | 2025-07-17 | +58.57% |
|---|
RTX
RTX CORPORATION | United States | COM | 3,552 | $518,664 | 0.22% | 2025-06-30 | 2025-07-17 | +28.02% |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 1,714 | $499,906 | 0.21% | 2025-06-30 | 2025-07-17 | +13.95% |
|---|
MPC
MARATHON PETE CORP | United States | COM | 2,396 | $398,065 | 0.17% | 2025-06-30 | 2025-07-17 | +136.01% |
|---|
INTC
INTEL CORP | United States | COM | 17,705 | $396,593 | 0.17% | 2025-06-30 | 2025-07-17 | +417.54% |
|---|
NXPI
NXP SEMICONDUCTORS N V | | COM | 1,785 | $390,005 | 0.16% | 2025-06-30 | 2025-07-17 | +8.23% |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 7,704 | $356,619 | 0.15% | 2025-06-30 | 2025-07-17 | +35.80% |
|---|
SO
SOUTHERN CO | United States | COM | 3,037 | $278,906 | 0.12% | 2025-06-30 | 2025-07-17 | -9.13% |
|---|
WMT
WALMART INC | United States | COM | 2,848 | $278,467 | 0.12% | 2025-06-30 | 2025-07-17 | +9.22% |
|---|
ATO
ATMOS ENERGY CORP | United States | COM | 1,534 | $236,405 | 0.10% | 2025-06-30 | 2025-07-17 | +2.26% |
|---|
FISV
FISERV INC | United States | COM | 1,293 | $222,927 | 0.09% | 2025-06-30 | 2025-07-17 | — split 2025-10-29, ratio not on file |
|---|
ULTA
ULTA BEAUTY INC | United States | COM | 468 | $218,940 | 0.09% | 2025-06-30 | 2025-07-17 | +17.12% |
|---|
USB
US BANCORP DEL | United States | COM NEW | 4,755 | $215,168 | 0.09% | 2025-06-30 | 2025-07-17 | +28.49% |
|---|
XPO
XPO INC | United States | COM | 1,628 | $205,601 | 0.09% | 2025-06-30 | 2025-07-17 | +40.45% |
|---|
BBCP
CONCRETE PUMPING HLDGS INC | United States | COM | 10,000 | $61,500 | 0.03% | 2025-06-30 | 2025-07-17 | +57.72% |
|---|
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