Portfolio (Quarterly)
Guide ↗
Second Half Financial Partners, LLC
· CIK 0001946654| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | LIN | LINDE PLC | Basic Materials | 523.0 | $259K | 0.12% | -137.0 | -20.8% | $495.76 | +2.4% |
| 22 | ILF | ISHARES TR | — | 6,801.0 | $242K | 0.11% | -406.0 | -5.6% | $35.52 | -0.6% |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,640.0 | $240K | 0.11% | -155.0 | -8.6% | $146.28 | -9.4% |
| 24 | DUK | DUKE ENERGY CORP NEW | Utilities | 1,799.0 | $236K | 0.11% | -110.0 | -5.8% | $130.96 | -4.3% |
| 25 | MCD | MCDONALDS CORP | Consumer Cyclical | 711.0 | $221K | 0.10% | -24.0 | -3.3% | $310.79 | -9.6% |
| 26 | V | VISA INC | Financial Services | 707.0 | $214K | 0.10% | -1K | -64.7% | $302.24 | +8.4% |
| 27 | UBER | UBER TECHNOLOGIES INC | Technology | 2,840.0 | $204K | 0.09% | -491.0 | -14.7% | $71.93 | -1.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
41.5%
Technology
20.5%
Industrials
10.3%
Consumer Cyclical
7.6%
Communication Services
5.5%
Healthcare
4.5%
Consumer Defensive
3.7%
Utilities
3.5%
Energy
2.4%
Basic Materials
0.5%