FLOYD FINANCIAL GROUP LLC - Portfolio Stock Holdings
FLOYD FINANCIAL GROUP LLC disclosed 71 stock positions in a recent SEC 13F filing. $137,825,362 of stock holdings were filed, with the largest holdings including JCPB, JEPI, and NVDA. This filing represented positions held on March 31, 2026, and was filed on April 24, 2026.We estimate the fund has a total AUM of $164,475,000 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
71Est. Stock Holding Value:
$137,825,362Top Stock Holdings By Sector
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Portfolio Stock Holdings - FLOYD FINANCIAL GROUP LLC
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% of Portfolio
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