StockDriftsStockDriftsTop 50 Financial Partners Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | 4.66% | 207.0K | $20.9M | new | — | 2022-12-31 | |
| MSFT | MICROSOFT CORP | 3.95% | 74.0K | $17.7M | new | — | 2022-12-31 | |
| PG | PROCTER AND GAMBLE CO | 3.73% | 110.6K | $16.8M | new | — | 2022-12-31 | |
| JPM | JPMORGAN CHASE & CO | 3.59% | 120.1K | $16.1M | new | — | 2022-12-31 | |
| GS | GOLDMAN SACHS GROUP INC | 3.53% | 46.2K | $15.9M | new | — | 2022-12-31 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 3.24% | 32.8K | $14.5M | new | — | 2022-12-31 | |
| CVX | CHEVRON CORP NEW | 3.17% | 79.2K | $14.2M | new | — | 2022-12-31 | |
| MRK | MERCK & CO INC | 3.15% | 127.5K | $14.1M | new | — | 2022-12-31 | |
| PFE | PFIZER INC | 2.9% | 254.6K | $13.0M | new | — | 2022-12-31 | |
| IQV | IQVIA HLDGS INC | 2.86% | 62.7K | $12.8M | new | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Financial Partners Capital Management Llc reports $449.21M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are PM (4.7%), MSFT (4.0%) and PG (3.7%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from Financial Partners Capital Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1049650). View Financial Partners Capital Management Llc’s 13F filings on SEC