Flower City Capital

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
46
Quarter
2025 Q4
Top Holding
VONE (37.5%)
Top 10 Concentration
91.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 46
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
VONE
VANGUARD SCOTTS...
ETF 37.51% 37.27% #1
Prev: #1
10.0 8,747 3.8%
P
S
238,010 $73,554,575 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VEU
VANGUARD INTL E...
ETF 29.83% 29.54% #2
Prev: #2
10.0 25,336 3.3%
P
S
795,236 $58,497,567 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 7.58% 7.83% #3
Prev: #3
3.0 no change no change
P
S
23,712 $14,870,508 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 4.33% 4.50% #4
Prev: #4
1.7 -93 -0.7%
P
S
12,399 $8,492,543 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VSS
VANGUARD INTL E...
ETF 2.95% 3.02% #5
Prev: #5
3.2 1,002 2.5%
P
S
40,378 $5,787,438 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EFA
ISHARES TR
ETF 2.85% 2.93% #6
Prev: #6
1.1 -53 -0.1%
P
S
58,263 $5,594,996 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.09% 2.15% #7
Prev: #7
0.8 -637 -4.1%
P
S
15,073 $4,097,812 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB STRATEGI...
ETF 1.74% 1.65% #8
Prev: #8
2.7 10,360 8.9%
P
S
126,843 $3,413,353 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIOO
VANGUARD ADMIRA...
ETF 1.57% 1.58% #9
Prev: #9
2.6 1,296 4.9%
P
S
27,813 $3,086,178 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.79% 0.89% #10
Prev: #10
2.3 2 0.1%
P
S
3,212 $1,553,540 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 0.79% 0.79% #11
Prev: #11
2.3 293 1.2%
P
S
24,710 $1,543,613 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.70% 0.74% #12
Prev: #12
0.3 -14 -0.2%
P
S
7,346 $1,370,029 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.64% 0.61% #13 1
Prev: #14
2.3 280 8.1%
P
S
3,722 $1,247,875 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.52% 0.54% #14 1
Prev: #15
0.2 -139 -3.1%
P
S
4,411 $1,018,148 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTWO
VANGUARD SCOTTS...
ETF 0.48% 0.50% #15 1
Prev: #16
0.2 no change no change
P
S
9,506 $946,038 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.43% 0.36% #16 1
Prev: #17
2.2 6,779 23.7%
P
S
35,335 $849,450 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.36% 0.29% #17 4
Prev: #21
0.1 no change no change
P
S
2,240 $701,120 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 0.35% #18
Prev: #—
2.1 9,310 no change
NEW
9,310 $689,592 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VXUS
VANGUARD STAR F...
Bond/Debt 0.34% 0.61% #19 6
Prev: #13
0.3 -6,676 -43.2%
P
S
8,768 $661,458 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 0.31% 0.33% #20 1
Prev: #19
0.1 -2 -0.2%
P
S
1,262 $615,680 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CVX
CHEVRON CORP NE...
Energy 0.30% 0.34% #21 3
Prev: #18
0.1 -226 -5.6%
P
S
3,818 $581,902 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VT
VANGUARD INTL E...
ETF 0.29% 0.29% #22 2
Prev: #20
2.1 15 0.4%
P
S
3,968 $559,691 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPLG
SPDR SERIES TRU...
ETF 0.25% 0.25% #23 1
Prev: #22
2.1 274 4.7%
P
S
6,096 $489,022 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TPG
TPG INC
Financial Services 0.23% #24
Prev: #—
2.1 7,160 no change
NEW
7,160 $457,095 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.21% 0.18% #25 2
Prev: #27
0.1 -69 -4.9%
P
S
1,341 $420,806 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TPL
TEXAS PACIFIC L...
Energy 0.00% 0.18%
Sold All 😨
(Was: #28)
0.3 -366 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WPM
WHEATON PRECIOU...
Basic Materials 0.00% 0.13%
Sold All 😨
(Was: #36)
0.3 -2,127 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 46 holdings

Unlock Full Flower City Capital Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics