Henderson Brothers Financial Partners, LLC historic quarter change: USA Stocks, Reduced
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.
- Q2 2026: Stock GLDM; Country of operation United States; Class SPDR GLD MINIS; Shares before 126,440.
- Q2 2026: Stock DKS; Country of operation United States; Class COM; Shares before 21,240.
- Q2 2026: Stock AVGO; Country of operation United States; Class COM; Shares before 13,313.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 12,196.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | 126,440 | 51,599 | -74,841 | $11,719,734 | $4,098,006 | -$7,621,728 | 2026-08-13 |
|---|
| Q2 2026 | DKS
DICKS SPORTING GOODS INC | United States | COM | 21,240 | 9,692 | -11,548 | $4,211,680 | $2,198,243 | -$2,013,437 | 2026-08-13 |
|---|
| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 13,313 | 6,343 | -6,970 | $4,120,512 | $2,396,075 | -$1,724,437 | 2026-08-13 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 12,196 | 5,421 | -6,775 | $2,126,987 | $1,084,694 | -$1,042,293 | 2026-08-13 |
|---|
| Q2 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 6,197 | 2,370 | -3,827 | $1,777,725 | $837,425 | -$940,300 | 2026-08-13 |
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| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 7,906 | 3,968 | -3,938 | $1,341,202 | $542,460 | -$798,742 | 2026-08-13 |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 6,036 | 2,713 | -3,323 | $1,531,916 | $785,072 | -$746,844 | 2026-08-13 |
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| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 6,599 | 2,924 | -3,675 | $1,374,372 | $696,908 | -$677,464 | 2026-08-13 |
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| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 3,557 | 1,744 | -1,813 | $1,316,421 | $650,404 | -$666,017 | 2026-08-13 |
|---|
| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,309 | 1,141 | -1,168 | $1,106,471 | $570,946 | -$535,525 | 2026-08-13 |
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| Q2 2026 | T
AT&T INC | United States | COM | 27,712 | 13,623 | -14,089 | $803,376 | $281,997 | -$521,379 | 2026-08-13 |
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| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 3,968 | 2,013 | -1,955 | $1,167,113 | $658,854 | -$508,259 | 2026-08-13 |
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| Q2 2026 | TJX
TJX COS INC NEW | United States | COM | 4,928 | 2,046 | -2,882 | $787,005 | $309,977 | -$477,028 | 2026-08-13 |
|---|
| Q2 2026 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 9,226 | 4,653 | -4,573 | $813,364 | $351,347 | -$462,017 | 2026-08-13 |
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| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 1,399 | 662 | -737 | $800,403 | $372,901 | -$427,502 | 2026-08-13 |
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| Q2 2026 | WMT
WALMART INC | United States | COM | 5,885 | 2,983 | -2,902 | $731,445 | $337,886 | -$393,559 | 2026-08-13 |
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| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 1,369 | 570 | -799 | $969,978 | $607,068 | -$362,910 | 2026-08-13 |
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| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 6,215 | 3,051 | -3,164 | $747,605 | $392,061 | -$355,544 | 2026-08-13 |
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| Q2 2026 | LMT
LOCKHEED MARTIN CORP | United States | COM | 1,097 | 624 | -473 | $663,164 | $317,975 | -$345,189 | 2026-08-13 |
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| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 2,681 | 1,288 | -1,393 | $655,342 | $327,114 | -$328,228 | 2026-08-13 |
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| Q2 2026 | PEP
PEPSICO INC | United States | COM | 3,708 | 1,830 | -1,878 | $575,882 | $247,816 | -$328,066 | 2026-08-13 |
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| Q2 2026 | ORCL
ORACLE CORP | United States | COM | 3,858 | 2,032 | -1,826 | $567,584 | $297,810 | -$269,774 | 2026-08-13 |
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| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 764 | 361 | -403 | $702,707 | $432,993 | -$269,714 | 2026-08-13 |
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| Q2 2026 | ARIS
ARIS MINING CORPORATION | Canada | COM | 24,000 | 12,000 | -12,000 | $445,680 | $178,920 | -$266,760 | 2026-08-13 |
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| Q2 2026 | MCK
MCKESSON CORP | United States | COM | 544 | 282 | -262 | $470,770 | $213,086 | -$257,684 | 2026-08-13 |
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| Q2 2026 | CSCO
CISCO SYS INC | United States | COM | 10,089 | 4,636 | -5,453 | $782,764 | $544,525 | -$238,239 | 2026-08-13 |
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| Q2 2026 | WM
WASTE MGMT INC DEL | United States | COM | 2,155 | 1,189 | -966 | $495,257 | $265,039 | -$230,218 | 2026-08-13 |
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| Q2 2026 | NEE
NEXTERA ENERGY INC | United States | COM | 4,545 | 2,300 | -2,245 | $422,138 | $201,870 | -$220,268 | 2026-08-13 |
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| Q2 2026 | EQIX
EQUINIX INC | United States | COM | 533 | 295 | -238 | $522,564 | $307,563 | -$215,001 | 2026-08-13 |
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| Q2 2026 | EQX
EQUINOX GOLD CORP | | COM | 22,050 | 11,025 | -11,025 | $318,844 | $107,163 | -$211,681 | 2026-08-13 |
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| Q2 2026 | VMC
VULCAN MATLS CO | United States | COM | 1,678 | 845 | -833 | $456,943 | $249,295 | -$207,648 | 2026-08-13 |
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| Q2 2026 | MA
MASTERCARD INCORPORATED | United States | CL A | 1,110 | 734 | -376 | $554,625 | $376,983 | -$177,642 | 2026-08-13 |
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| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 7,672 | 5,103 | -2,569 | $385,167 | $216,077 | -$169,090 | 2026-08-13 |
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| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 3,203 | 2,037 | -1,166 | $462,716 | $298,749 | -$163,967 | 2026-08-13 |
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| Q2 2026 | MU
MICRON TECHNOLOGY INC | United States | COM | 3,800 | 977 | -2,823 | $1,283,796 | $1,127,740 | -$156,056 | 2026-08-13 |
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| Q2 2026 | GE
GE AEROSPACE | United States | COM NEW | 1,088 | 535 | -553 | $308,866 | $200,028 | -$108,838 | 2026-08-13 |
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| Q2 2026 | SYY
SYSCO CORP | United States | COM | 4,040 | 2,426 | -1,614 | $288,172 | $202,764 | -$85,408 | 2026-08-13 |
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