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Flavin Financial Services, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002052798

$175.5M

disclosed book value

81

positions

5.3%

largest position share

Positions, as of 2026-06-30

top 81 of 81 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1JPSTJ P MORGAN EXCHANGE TRADED F184,873$9.3M5.3%
2FBNDFIDELITY MERRIMACK STR TR176,177$8.0M4.6%
3TFLRT ROWE PRICE EXCHANGE-TRADED155,733$7.9M4.5%
4AAPLAPPLE INC26,632$7.7M4.4%
5IBTHISHARES TR322,566$7.2M4.1%
6GOOGALPHABET INC19,330$6.8M3.9%
7MSFTMICROSOFT CORP17,912$6.7M3.8%
8JPMJPMORGAN CHASE & CO17,657$5.8M3.3%
9FDHYFIDELITY COVINGTON TRUST113,813$5.6M3.2%
10WMTWALMART INC45,780$5.2M3%
11BRK/BBERKSHIRE HATHAWAY INC DEL9,177$4.6M2.6%
12IVVISHARES TR5,068$3.8M2.2%
13UNHUNITEDHEALTH GROUP INC9,082$3.8M2.2%
14SHYGISHARES TR87,140$3.7M2.1%
15CSCOCISCO SYS INC31,195$3.7M2.1%
16QQQINVESCO QQQ TR4,726$3.5M2%
17PNCPNC FINL SVCS GROUP INC13,966$3.4M2%
18HDHOME DEPOT INC9,556$3.4M1.9%
19NVDANVIDIA CORPORATION16,717$3.3M1.9%
20DGROISHARES TR42,095$3.2M1.8%
21VVISA INC9,223$3.2M1.8%
22NEENEXTERA ENERGY INC35,638$3.1M1.8%
23MRKMERCK & CO INC23,296$3.0M1.7%
24LMTLOCKHEED MARTIN CORP5,863$3.0M1.7%
25IJRISHARES TR18,860$2.8M1.6%
26ORCLORACLE CORP18,455$2.7M1.5%
27PGPROCTER & GAMBLE CO17,207$2.5M1.4%
28PSXPHILLIPS 6612,996$2.2M1.3%
29MCDMCDONALDS CORP7,510$2.0M1.2%
30METAMETA PLATFORMS INC3,474$2.0M1.1%
31UPSUNITED PARCEL SVCS INC17,965$1.9M1.1%
32RSGREPUBLIC SVCS INC8,752$1.9M1.1%
33QQQMINVESCO EXCH TRADED FD TR II6,039$1.8M1%
34COSTCOSTCO WHOLESALE CORPORATION1,887$1.8M1%
35AMGNAMGEN INC4,831$1.7M1%
36VTIVANGUARD INDEX FDS4,627$1.7M1%
37FLDRFIDELITY MERRIMACK STR TR32,755$1.6M0.9%
38PEPPEPSICO INC11,898$1.6M0.9%
39AMZNAMAZON COM INC6,713$1.6M0.9%
40JNJJOHNSON & JOHNSON6,239$1.6M0.9%
41ONEQFIDELITY COMWLTH TR14,567$1.5M0.9%
42MGCVANGUARD WORLD FD5,284$1.4M0.8%
43NOCNORTHROP GRUMMAN CORP2,648$1.3M0.8%
44JQUAJ P MORGAN EXCHANGE TRADED F15,836$1.1M0.7%
45GOOGLALPHABET INC3,135$1.1M0.6%
46MUSAMURPHY USA INC2,007$1.1M0.6%
47VZVERIZON COMMUNICATIONS INC22,240$941,6320.5%
48FQALFIDELITY COVINGTON TRUST11,450$931,5810.5%
49LOWLOWES COS INC4,138$912,4900.5%
50PSAPUBLIC STORAGE2,819$897,3090.5%
51AMDADVANCED MICRO DEVICES INC1,447$840,3030.5%
52FPEIFIRST TR EXCH TRADED FD III39,264$757,4030.4%
53COFCAPITAL ONE FINL CORP3,772$756,7850.4%
54ABBVABBVIE INC2,563$644,9720.4%
55AVGOBROADCOM INC1,707$644,7320.4%
56SYYSYSCO CORP7,400$618,5180.4%
57SBUXSTARBUCKS CORP5,849$597,7080.3%
58NVONOVO-NORDISK A S11,760$563,7800.3%
59GDGENERAL DYNAMICS CORP1,550$549,0720.3%
60BSJQINVESCO EXCH TRD SLF IDX FD21,714$498,4450.3%
61IWFISHARES TR3,901$484,3830.3%
62SDVYFIRST TR EXCHANGE TRADED FD11,072$477,6460.3%
63KRKROGER CO8,535$473,9490.3%
64SPXLDIREXION SHARES ETF TRUST1,732$468,8000.3%
65CHUBB LIMITED1,338$455,9100.3%
66UNPUNION PAC CORP1,601$435,5560.2%
67ADPAUTOMATIC DATA PROCESSING IN1,848$413,8600.2%
68INTCINTEL CORP2,797$390,5420.2%
69KVUEKENVUE INC20,338$388,6650.2%
70ITWILLINOIS TOOL WKS INC1,383$374,0920.2%
71APDAIR PRODUCTS AND CHEMICALS I1,214$355,9210.2%
72BGIGETF SER SOLUTIONS9,618$345,1900.2%
73DFIVDIMENSIONAL ETF TRUST6,377$344,4860.2%
74MAMASTERCARD INCORPORATED569$292,3150.2%
75DIASTATE STR SPDR DOW JONES IND519$271,1200.2%
76ACCENTURE PLC IRELAND2,108$262,3200.1%
77MEDTRONIC PLC3,162$247,3260.1%
78SCHDSCHWAB STRATEGIC TR7,466$236,7340.1%
79XLVSELECT SECTOR SPDR TR1,490$236,4030.1%
80EXMOCEXXON MOBIL CORP1,657$226,4830.1%
81HPEHEWLETT PACKARD ENTERPRISE C4,549$205,2040.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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