FLOYD FINANCIAL GROUP LLC - Portfolio Stock Holdings
FLOYD FINANCIAL GROUP LLC disclosed 70 stock positions in a recent SEC 13F filing. $152,310,901 of stock holdings were filed, with the largest holdings including JEPI, JCPB, and NVDA. This filing represented positions held on June 30, 2026, and was filed on July 22, 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:
June 30, 2026No. of Stocks:
70Est. Stock Holding Value:
$152,310,901Top Stock Holdings By Sector
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Portfolio Stock Holdings - FLOYD FINANCIAL GROUP LLC
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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