StockDriftsStockDriftsTop 43 Flower City Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | 37.03% | 251.5K | $86.5M | +3.04%(+7.42K) | $210.97(+63.96%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 30.27% | 852.4K | $70.7M | +3.08%(+25.47K) | $55.03(+47.87%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 7.17% | 23.9K | $16.7M | +0.26%(+62) | $434.21(+62.27%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.97% | 12.1K | $9.3M | -0.33%(-40) | $444.89(+73.08%) | 2026-09-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 2.86% | 43.0K | $6.7M | +4.83%(+1.98K) | $110.62(+37.08%) | 2026-09-30 | |
| EFA | ISHARES TR | 2.52% | 56.6K | $5.9M | -0.41%(-232) | $78.28(+31.42%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.99% | 14.0K | $4.7M | -0.32%(-45) | $184.08(+86.30%) | 2026-09-30 | |
| VIOO | VANGUARD ADMIRAL FDS INC | 1.61% | 29.8K | $3.8M | +3.43%(+986) | $93.06(+35.87%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 1.59% | 123.6K | $3.7M | -1.63%(-2.05K) | $18.77(+60.56%) | 2026-09-30 | |
| VV | VANGUARD INDEX FDS | 1.48% | 9.8K | $3.5M | -0.70%(-69) | $307.36(+14.96%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.25% | +65.35% | — | — | +53.66% |
| Top 20 Holdings Unweighted | +18.44% | +66.16% | — | — | +47.19% |
Flower City Capital reports $233.61M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are VONE (37.0%), VEU (30.3%) and VOO (7.2%). The top 20 holdings account for 95.99% of reported assets. Its disclosed equity book has returned +65.35% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Flower City Capital, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Flower City Capital’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1808394). View Flower City Capital’s 13F filings on SEC