Evid Invest
Holders — by stockHoldings — by fund

Turner Financial Group, 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 2149918

$100.5M

disclosed book value

112

positions

15.6%

largest position share

Positions, as of 2026-06-30

top 100 of 112 · 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
1TSLATESLA INC37,311$15.7M15.6%
2TIDAL TRUST I451,206$9.0M8.9%
3EA SERIES TRUST145,473$5.3M5.3%
4AMDADVANCED MICRO DEVICES INC7,558$4.4M4.4%
5T ROWE PRICE EXCHANGE-TRADED70,896$3.7M3.6%
6TSLLDIREXION SHARES ETF TRUST257,501$3.6M3.6%
7SGOLETFS GOLD TR69,974$2.7M2.7%
8MUMICRON TECHNOLOGY INC1,888$2.2M2.2%
9PHYLPGIM ETF TR54,769$1.9M1.9%
10ARKKARK ETF TR23,521$1.9M1.9%
11JPIEJ P MORGAN EXCHANGE TRADED F36,668$1.7M1.7%
12ARKGARK ETF TR38,834$1.6M1.6%
13NVDANVIDIA CORPORATION7,673$1.5M1.5%
14T ROWE PRICE EXCHANGE-TRADED26,234$1.3M1.3%
15MSFTMICROSOFT CORP3,438$1.3M1.3%
16SPCXSPACE EXPLORATION TECHN CORP7,190$1.2M1.2%
17DIASTATE STR SPDR DOW JONES IND2,279$1.2M1.2%
18MARMARRIOTT INTL INC NEW2,843$1.1M1%
19ARK ETF TR7,292$964,1481%
20TIDAL TRUST I52,132$938,8890.9%
21LRCXLAM RESEARCH CORP2,146$929,8830.9%
22TERTERADYNE INC1,799$870,4090.9%
23TIDAL TRUST I23,874$864,2420.9%
24GOOGALPHABET INC2,375$839,0110.8%
25AVGOBROADCOM INC2,118$799,9920.8%
26SUSCISHARES TR34,293$793,9320.8%
27AAPLAPPLE INC2,671$772,9930.8%
28QYLDGLOBAL X FDS40,498$746,3740.7%
29CSCOCISCO SYS INC6,303$740,3450.7%
30CRWDCROWDSTRIKE HLDGS INC956$729,3400.7%
31METAMETA PLATFORMS INC1,278$720,0500.7%
32VIGIVANGUARD WHITEHALL FDS7,636$713,0880.7%
33KLACKLA CORP2,201$664,1510.7%
34PROSHARES TR77,934$632,8200.6%
35NUVEEN S&P 500 DYNAMIC OVERW32,791$611,2320.6%
36AMATAPPLIED MATLS INC833$602,2350.6%
37SIVRABRDN SILVER ETF TRUST10,559$593,6410.6%
38TEMTEMPUS AI INC10,043$581,8020.6%
39GLWCORNING INC2,266$578,7040.6%
40CAHCARDINAL HEALTH INC2,434$578,3220.6%
41ROUNDHILL ETF TRUST7,516$555,0460.6%
42GOFGUGGENHEIM STRATEGIC OPPORTU50,317$549,4620.5%
43ARK ETF TR15,958$544,4870.5%
44MSTRSTRATEGY INC6,057$526,5510.5%
45CIENCIENA CORP1,052$516,0560.5%
46MPWRMONOLITHIC PWR SYS INC366$505,8050.5%
47FLEX LTD3,087$500,3110.5%
48CRUSCIRRUS LOGIC INC3,145$467,1350.5%
49ESMLISHARES TR8,232$460,4160.5%
50DIREXION SHARES ETF TRUST3,917$445,3400.4%
51MSTR 8 PERPSTRATEGY INC7,474$439,6340.4%
52CVLTCOMMVAULT SYS INC3,014$427,2380.4%
53ARK ETF TR10,772$425,0530.4%
54BMNRBITMINE IMMERSION TECHS INC31,331$417,0210.4%
55GOOGLALPHABET INC1,159$414,1720.4%
56VCYTVERACYTE INC6,757$396,8370.4%
57PRLBPROTO LABS INC4,843$394,7410.4%
58LIVANOVA PLC4,765$391,8470.4%
59QTUMETF SER SOLUTIONS2,369$391,8240.4%
60ABRDN HEALTHCARE INVESTORS17,646$387,8570.4%
61COHRCOHERENT CORP966$380,9060.4%
62AMZNAMAZON COM INC1,582$377,1520.4%
63SSRMSSR MINING IN13,203$373,3750.4%
64ANETARISTA NETWORKS INC2,069$351,4640.3%
65NVENT ELEC PLC2,060$349,3200.3%
66FIXCOMFORT SYS USA INC171$337,9300.3%
67EXELEXELIXIS INC6,167$335,5680.3%
68WDCWESTERN DIGITAL CORP523$333,9060.3%
69DIREXION SHARES ETF TRUST15,095$333,4490.3%
70FTNTFORTINET INC2,087$320,6800.3%
71DIREXION SHARES ETF TRUST12,594$317,3730.3%
72VTIVANGUARD INDEX FDS840$310,7850.3%
73VMIVALMONT INDS INC526$303,8130.3%
74NVDLGRANITESHARES ETF TR10,170$303,1590.3%
75VOYA GLBL EQTY DIV & PREM OP49,374$303,1550.3%
76LSCCLATTICE SEMICONDUCTOR CORP1,929$295,0480.3%
77DIREXION SHARES ETF TRUST8,876$294,8610.3%
78SANMSANMINA CORP1,162$294,0640.3%
79ENTREPRENEURSHARES SERIES TR13,582$285,9010.3%
80WTSWATTS WATER TECHNOLOGIES INC729$285,3070.3%
81MRVLMARVELL TECHNOLOGY INC956$284,6840.3%
82SEAGATE TECHNOLOGY HLDNGS PL294$283,2440.3%
83PENPENUMBRA INC882$278,5630.3%
84DELLDELL TECHNOLOGIES INC643$277,4290.3%
85EXMOCEXXON MOBIL CORP2,025$276,8090.3%
86KEYSKEYSIGHT TECHNOLOGIES INC784$274,4550.3%
87NPOENPRO INC726$273,7080.3%
88HLHECLA MINING COMPANY17,606$271,6550.3%
89ONTOONTO INNOVATION INC696$263,2140.3%
90AVEMAMERICAN CENTY ETF TR2,718$262,2740.3%
91AYIACUITY INC692$260,8130.3%
92JOHNSON CONTROLS INTERNATION1,738$253,8920.3%
93LFSTLIFESTANCE HEALTH GROUP INC23,418$250,8080.2%
94ISRGINTUITIVE SURGICAL INC629$250,2700.2%
95CDECOEUR MNG INC15,244$248,7790.2%
96VRTVERTIV HOLDINGS CO743$248,6200.2%
97PANWPALO ALTO NETWORKS INC724$246,9970.2%
98FLSFLOWSERVE CORP3,327$246,7380.2%
99FABRINET422$236,9850.2%
100VEEVVEEVA SYS INC1,317$233,8110.2%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
Turner Financial Group, Inc. — 13F Holdings & Portfolio | EvidInvest | EvidInvest