AI Portfolio Summary
In 2025 Q4, Financial Avengers, Inc. maintained a portfolio of 139 distinct positions.
Total Positions
139
Quarter
2025 Q4
Top Holding
NVDA (14.9%)
Top 10 Concentration
75.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 139
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORP
|
Technology | 14.91% | 14.91% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
185,832 | $34,672,616 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 10.81% | 10.81% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
114,440 | $25,127,591 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 10.05% | 10.05% |
#3
Prev: #3
|
6.0 | no change | no change |
P
S
|
91,751 | $23,362,628 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC ...
|
Communication Services | 8.67% | 8.67% |
#4
Prev: #4
|
5.0 | no change | no change |
P
S
|
82,816 | $20,169,821 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 8.06% | 8.06% |
#5
Prev: #5
|
4.7 | no change | no change |
P
S
|
37,266 | $18,735,108 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHW
CHARLES SCHWAB ...
|
Financial Services | 6.12% | 6.12% |
#6
Prev: #6
|
3.4 | no change | no change |
P
S
|
149,182 | $14,242,452 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 5.58% | 5.58% |
#7
Prev: #7
|
3.2 | no change | no change |
P
S
|
39,075 | $12,979,111 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK OF AMERICA...
|
Financial Services | 4.04% | 4.04% |
#8
Prev: #8
|
2.6 | no change | no change |
P
S
|
181,908 | $9,384,659 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 3.92% | 3.92% |
#9
Prev: #9
|
2.6 | no change | no change |
P
S
|
49,161 | $9,115,386 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.53% | 3.53% |
#10
Prev: #10
|
2.4 | no change | no change |
P
S
|
15,849 | $8,209,040 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHOP
SHOPIFY INC ...
|
Technology | 2.88% | 2.88% |
#11
Prev: #11
|
2.2 | no change | no change |
P
S
|
45,115 | $6,704,540 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 2.48% | 2.48% |
#12
Prev: #12
|
2.0 | no change | no change |
P
S
|
50,435 | $5,774,841 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 2.45% | 2.45% |
#13
Prev: #13
|
2.0 | no change | no change |
P
S
|
37,109 | $5,701,839 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.81% | 1.81% |
#14
Prev: #14
|
1.7 | no change | no change |
P
S
|
95,508 | $4,197,576 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USIG
ISHARES BRD USD...
|
ETF | 1.64% | 1.64% |
#15
Prev: #15
|
1.7 | no change | no change |
P
S
|
72,825 | $3,802,923 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 1.58% | 1.58% |
#16
Prev: #16
|
1.6 | no change | no change |
P
S
|
43,534 | $3,682,971 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD TOTAL ...
|
ETF | 1.32% | 1.32% |
#17
Prev: #17
|
1.5 | no change | no change |
P
S
|
41,317 | $3,072,716 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADBE
ADOBE INC
|
Technology | 1.27% | 1.27% |
#18
Prev: #18
|
1.5 | no change | no change |
P
S
|
8,335 | $2,947,226 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.12% | 1.12% |
#19
Prev: #19
|
1.4 | no change | no change |
P
S
|
5,870 | $2,610,506 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PFE
PFIZER INC
|
Healthcare | 1.08% | 1.08% |
#20
Prev: #20
|
1.4 | no change | no change |
P
S
|
98,292 | $2,504,489 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC ...
|
Communication Services | 0.84% | 0.84% |
#21
Prev: #21
|
1.3 | no change | no change |
P
S
|
8,079 | $1,964,034 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KVUE
KENVUE INC
|
Consumer Defensive | 0.75% | 0.75% |
#22
Prev: #22
|
1.3 | no change | no change |
P
S
|
106,903 | $1,735,036 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.65% | 0.65% |
#23
Prev: #23
|
1.3 | no change | no change |
P
S
|
2 | $1,508,400 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MMM
3M CO
|
Industrials | 0.64% | 0.64% |
#24
Prev: #24
|
1.3 | no change | no change |
P
S
|
9,569 | $1,484,916 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY AND C...
|
Healthcare | 0.47% | 0.47% |
#25
Prev: #25
|
1.2 | no change | no change |
P
S
|
1,421 | $1,084,582 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RYCEY
ROLLS-ROYCE HOL...
|
Industrials | 0.46% | 0.46% |
#26
Prev: #26
|
1.2 | no change | no change |
P
S
|
66,400 | $1,075,680 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.32% | 0.32% |
#27
Prev: #27
|
1.1 | no change | no change |
P
S
|
1,022 | $750,288 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.21% | 0.21% |
#28
Prev: #28
|
1.1 | no change | no change |
P
S
|
3,000 | $485,370 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.12% | 0.12% |
#29
Prev: #29
|
1.0 | no change | no change |
P
S
|
308 | $285,048 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.11% | 0.11% |
#30
Prev: #30
|
1.0 | no change | no change |
P
S
|
872 | $255,882 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.11% | 0.11% |
#31
Prev: #31
|
1.0 | no change | no change |
P
S
|
806 | $254,114 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GE
GE AEROSPACE
|
Industrials | 0.11% | 0.11% |
#32
Prev: #32
|
1.0 | no change | no change |
P
S
|
813 | $244,553 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC ...
|
Financial Services | 0.10% | 0.10% |
#33
Prev: #33
|
1.0 | no change | no change |
P
S
|
681 | $232,574 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
T
AT&T INC
|
Communication Services | 0.09% | 0.09% |
#34
Prev: #34
|
1.0 | no change | no change |
P
S
|
7,053 | $199,181 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
IBM CORP
|
Technology | 0.07% | 0.07% |
#35
Prev: #35
|
1.0 | no change | no change |
P
S
|
552 | $155,870 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACGL
ARCH CAPITAL GR...
|
Financial Services | 0.06% | 0.06% |
#36
Prev: #36
|
1.0 | no change | no change |
P
S
|
1,665 | $151,065 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.06% | 0.06% |
#37
Prev: #37
|
1.0 | no change | no change |
P
S
|
243 | $149,582 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.06% | 0.06% |
#38
Prev: #38
|
1.0 | no change | no change |
P
S
|
1,319 | $146,402 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFLX
NETFLIX INC
|
ETF | 0.06% | 0.06% |
#39
Prev: #39
|
1.0 | no change | no change |
P
S
|
120 | $143,870 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.06% | 0.06% |
#40
Prev: #40
|
1.0 | no change | no change |
P
S
|
2,000 | $136,862 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.06% | 0.06% |
#41
Prev: #41
|
1.0 | no change | no change |
P
S
|
321 | $130,083 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TIC
ACUREN CORP
|
Industrials | 0.05% | 0.05% |
#42
Prev: #42
|
1.0 | no change | no change |
P
S
|
9,000 | $119,790 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.05% | 0.05% |
#43
Prev: #43
|
1.0 | no change | no change |
P
S
|
331 | $114,216 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FTNT
FORTINET INC
|
Technology | 0.04% | 0.04% |
#44
Prev: #44
|
1.0 | no change | no change |
P
S
|
1,200 | $100,896 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
F
FORD MTR CO DEL
|
Consumer Cyclical | 0.04% | 0.04% |
#45
Prev: #45
|
1.0 | no change | no change |
P
S
|
8,378 | $100,196 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
ABBOTT LABS
|
Healthcare | 0.04% | 0.04% |
#46
Prev: #46
|
1.0 | no change | no change |
P
S
|
725 | $97,145 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.04% | 0.04% |
#47
Prev: #47
|
1.0 | no change | no change |
P
S
|
529 | $97,135 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DBX
DROPBOX INC ...
|
Technology | 0.04% | 0.04% |
#48
Prev: #48
|
1.0 | no change | no change |
P
S
|
2,900 | $87,609 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LVMUY
LVMH MOET HENNE...
|
Consumer Cyclical | 0.04% | 0.04% |
#49
Prev: #49
|
1.0 | no change | no change |
P
S
|
690 | $84,394 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADSK
AUTODESK INC
|
Technology | 0.03% | 0.03% |
#50
Prev: #50
|
1.0 | no change | no change |
P
S
|
250 | $79,418 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 139 holdings