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Henderson Brothers Financial Partners, LLC Historic Quarter Change: USA Stocks, New

Henderson Brothers Financial Partners, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 2 quarters from 2025-03-31 to 2026-06-30, Henderson Brothers Financial Partners, LLC opened 18 positions, added to 36, reduced 37 and sold out of 18.

  • Q1 2026: Stock EQIX; Country of operation United States; Class COM; Shares before 0.
  • Q1 2026: Stock NEE; Country of operation United States; Class COM; Shares before 0.
  • Q1 2026: Stock VZ; Country of operation United States; Class COM; Shares before 0.
  • Q1 2026: Stock GLTR; Country of operation United States; Class PHYSCL PRECS MET; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2064329), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-03-31 to 2026-03-31, filed 2026-05-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026EQIX
EQUINIX INC
United StatesCOM0533+533$0$522,564+$522,5642026-05-04
Q1 2026NEE
NEXTERA ENERGY INC
United StatesCOM04,545+4,545$0$422,138+$422,1382026-05-04
Q1 2026VZ
VERIZON COMMUNICATIONS INC
United StatesCOM07,672+7,672$0$385,167+$385,1672026-05-04
Q1 2026GLTR
ABRDN PRECIOUS METALS BASKET
United StatesPHYSCL PRECS MET01,700+1,700$0$371,824+$371,8242026-05-04
Q1 2026GE
GE AEROSPACE
United StatesCOM NEW01,088+1,088$0$308,866+$308,8662026-05-04
Q1 2026PNC
PNC FINL SVCS GROUP INC
United StatesCOM01,480+1,480$0$308,166+$308,1662026-05-04
Q1 2026BLK
BLACKROCK INC
United StatesCOM0320+320$0$307,747+$307,7472026-05-04
Q1 2026ABNB
AIRBNB INC
United StatesCOM CL A02,430+2,430$0$306,863+$306,8632026-05-04
Q1 2026SYY
SYSCO CORP
United StatesCOM04,040+4,040$0$288,172+$288,1722026-05-04
Q1 2026RJF
RAYMOND JAMES FINL INC
United StatesCOM01,814+1,814$0$262,650+$262,6502026-05-04
Q1 2026IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM01,037+1,037$0$251,359+$251,3592026-05-04
Q1 2026UBER
UBER TECHNOLOGIES INC
United StatesCOM03,380+3,380$0$243,126+$243,1262026-05-04
Q1 2026TXN
TEXAS INSTRS INC
United StatesCOM01,155+1,155$0$224,231+$224,2312026-05-04
Q1 2026DE
DEERE & CO
United StatesCOM0398+398$0$224,195+$224,1952026-05-04
Q1 2026COST
COSTCO WHOLESALE CORPORATION
United StatesCOM0224+224$0$223,199+$223,1992026-05-04
Q1 2026KEYS
KEYSIGHT TECHNOLOGIES INC
United StatesCOM0757+757$0$213,754+$213,7542026-05-04
Q1 2026GEV
GE VERNOVA INC
United StatesCOM0240+240$0$209,498+$209,4982026-05-04
Q1 2026CVX
CHEVRON CORPORATION
United StatesCOM0974+974$0$201,521+$201,5212026-05-04

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