StockDriftsStockDriftsTop 49 Flower City Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | 36.4% | 244.1K | $82.7M | +1.38%(+3.31K) | $207.01(+68.24%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 30.49% | 826.9K | $69.3M | +1.06%(+8.64K) | $54.16(+59.07%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.2% | 23.8K | $16.4M | -1.28%(-309) | $433.53(+64.39%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.01% | 12.2K | $9.1M | -0.84%(-103) | $444.89(+75.08%) | 2026-06-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 2.79% | 41.1K | $6.3M | -1.34%(-557) | $108.49(+47.42%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.6% | 56.8K | $5.9M | -1.31%(-752) | $78.28(+38.81%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.79% | 14.0K | $4.1M | -6.72%(-1.01K) | $184.08(+65.89%) | 2026-06-30 | |
| VIOO | VANGUARD ADMIRAL FDS INC | 1.74% | 28.8K | $4.0M | -0.21%(-61) | $91.73(+52.06%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 1.63% | 125.6K | $3.7M | -0.21%(-269) | $18.77(+62.53%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 1.5% | 9.9K | $3.4M | +5.47%(+513) | $307.36(+16.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.54% | +58.26% | — | — | +52.09% |
| Top 20 Holdings Unweighted | +16.51% | +58.15% | — | — | +42.87% |
Flower City Capital reports $227.12M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are VONE (36.4%), VEU (30.5%) and VOO (7.2%). The top 20 holdings account for 95.5% of reported assets. Its disclosed equity book has returned +58.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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