Teamwork Financial Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1629931
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.1B
incl. option notional
Equity Holdings
ⓘ$1.1B
Option Notional
ⓘ$30.8M
$0 puts / $30.8M calls
Holdings
215
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Teamwork Financial Advisors, LLC disclosed 215 positions worth $1.1B in its Form 13F-HR for Q2 2026 — $1.1B in common stock plus $30.8M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 4.2% of the equity portfolio, followed by $AMZN. During the quarter the fund opened 27 new positions and exited 28 — including a new stake in $LLY and a full exit from $PPG. The portfolio is most concentrated in Technology (33.5% of disclosed assets). All figures are sourced directly from Teamwork Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1629931.
AI Fund Analysis
Stable
$AAPL4.2% weight
Held 10 quarters
$AMZN3.8% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
3.5% weight
Held 10 quarters
$NVDA3.1% weight
Held 10 quarters
$GOOG2.3% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
$ADBE7 quarters accumulating
$CRM6 quarters accumulating
ISHARES TR - CORE DIV GRWT
6 quarters accumulating
$HOOD5 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryMaterials
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$XOMCALL$8M notional
$AMZNCALL$6M notional
$AAPLCALL$6M notional
$NVDACALL$4M notional
$VLOCALL$1M notional
$METACALL$1M notional
$BRK.BCALL$550K notional
$SYYCALL$527K notional
$CVXCALL$464K notional
$TSLACALL$336K notional
$MNSTCALL$279K notional
$JPMCALL$262K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$45.1M156,029 sh - 74.6#152
Quality
$40.1M168,407 sh SPDR SERIES TRUST - ST STR BLO 1 ETF
—Quality
$37.2M405,781 sh- 90.2
Quality
$33.6M167,945 sh CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$28.1M569,657 shTIDAL TRUST III - FUND GRA MID ETF
—Quality
$26.0M825,676 sh- 80.2
Quality
$24.5M68,458 sh - 78.8
Quality
$24.2M41,602 sh SPDR SERIES TRUST - ST STR SP AERO
—Quality
$24.0M84,616 shGLOBAL X FDS - US INFR DEV ETF
—Quality
$23.7M403,005 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $45.1M | 156,029 |
| AMAZON COM INC$AMZN | 74.6#152 | $40.1M | 168,407 |
| SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $37.2M | 405,781 |
| NVIDIA CORP$NVDA | 90.2 | $33.6M | 167,945 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $28.1M | 569,657 |
| TIDAL TRUST III - FUND GRA MID ETF | — | $26.0M | 825,676 |
| Alphabet Inc.$GOOG | 80.2 | $24.5M | 68,458 |
 ADVANCED MICRO DEVICES INC$AMD | 78.8 | $24.2M | 41,602 |
| SPDR SERIES TRUST - ST STR SP AERO | — | $24.0M | 84,616 |
| GLOBAL X FDS - US INFR DEV ETF | — | $23.7M | 403,005 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Teamwork Financial Advisors, LLC's 215 positions.
Showing top 10 of 215 holdings.
Sector Allocation
Technology
$359.0M
Other
$255.6M
Financials
$122.8M
Industrials
$93.7M
Consumer Discretionary
$69.1M
Materials
$48.4M
Energy
$35.1M
Healthcare
$30.9M
Full Holdings — Teamwork Financial Advisors, LLC (Q2 2026)
All 215 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $45.1M | 4.2% | +2% | 76.1 |
| 2 | $AMZN | AMAZON COM INC | $40.1M | 3.8% | -6% | 74.6 |
| 3 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $37.2M | 3.5% | +65% | — |
| 4 | $NVDA | NVIDIA CORP | $33.6M | 3.1% | -2% | 90.2 |
| 5 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $28.1M | 2.6% | +5% | — |
| 6 | — | TIDAL TRUST III - FUND GRA MID ETF | $26.0M | 2.4% | +3% | — |
| 7 | $GOOG | Alphabet Inc. | $24.5M | 2.3% | +0% | 80.2 |
| 8 | $AMD | ADVANCED MICRO DEVICES INC | $24.2M | 2.3% | -53% | 78.8 |
| 9 | — | SPDR SERIES TRUST - ST STR SP AERO | $24.0M | 2.2% | +13% | — |
| 10 | — | GLOBAL X FDS - US INFR DEV ETF | $23.7M | 2.2% | +12% | — |
| 11 |  $MSFT | MICROSOFT CORP | $23.2M | 2.2% | -2% | 83.7 |
| 12 | $HOOD | Robinhood Markets, Inc. | $21.9M | 2.0% | +3% | 75.8 |
| 13 | — | PACER FDS TR - DEVELOPED MRKT | $20.8M | 1.9% | +9% | — |
| 14 |  $KLAC | KLA CORP | $20.7M | 1.9% | +698% | 84.4 |
| 15 |  $TSLA | Tesla, Inc. | $19.7M | 1.8% | +13% | 50.1 |
| 16 |  $META | Meta Platforms, Inc. | $19.4M | 1.8% | +7% | 80.9 |
| 17 |  $GEV | GE Vernova Inc. | $18.7M | 1.7% | -15% | 70.1 |
| 18 |  $ANET | Arista Networks, Inc. | $17.7M | 1.6% | -11% | 86 |
| 19 |  $PWR | QUANTA SERVICES, INC. | $16.7M | 1.6% | -13% | 62.6 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $16.2M | 1.5% | -3% | 35.6 |
| 21 |  $CAT | CATERPILLAR INC | $15.8M | 1.5% | -13% | 67.8 |
| 22 |  $NOW | ServiceNow, Inc. | $15.4M | 1.4% | +389% | 76 |
| 23 |  $AVGO | Broadcom Inc. | $14.5M | 1.4% | -10% | 86.4 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $14.2M | 1.3% | +1% | 67 |
| 25 |  $GE | GENERAL ELECTRIC CO | $14.0M | 1.3% | +7% | 74.8 |
| 26 |  $GS | GOLDMAN SACHS GROUP INC | $13.7M | 1.3% | -5% | — |
| 27 |  $DE | DEERE & CO | $13.6M | 1.3% | +16% | 57.4 |
| 28 |  $NFLX | NETFLIX INC | $13.4M | 1.3% | +4% | 86.7 |
| 29 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $13.3M | 1.2% | +11% | 70.9 |
| 30 |  $AXP | AMERICAN EXPRESS CO | $13.1M | 1.2% | +5% | 73.2 |
| 31 |  $UNH | UNITEDHEALTH GROUP INC | $13.0M | 1.2% | +1855% | 66.8 |
| 32 |  $MNST | Monster Beverage Corp | $12.8M | 1.2% | +0% | 77 |
| 33 |  $LLY | ELI LILLY & Co | $12.8M | 1.2% | NEW | 89.3 |
| 34 |  $TPL | Texas Pacific Land Corp | $12.6M | 1.2% | +94% | 79.1 |
| 35 |  $ETN | Eaton Corp plc | $12.5M | 1.2% | -6% | — |
| 36 |  $PKG | PACKAGING CORP OF AMERICA | $12.4M | 1.1% | +13% | 70 |
| 37 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $12.4M | 1.1% | +23% | — |
| 38 |  $PLTR | Palantir Technologies Inc. | $12.4M | 1.1% | +8% | 85.8 |
| 39 |  $UNP | UNION PACIFIC CORP | $12.0M | 1.1% | +9% | 74 |
| 40 |  $__PARK_1390777 | Bank of New York Mellon Corp | $12.0M | 1.1% | -14% | 36.7 |
| 41 |  $PM | Philip Morris International Inc. | $11.9M | 1.1% | +2663% | 80.5 |
| 42 |  $TJX | TJX COMPANIES INC /DE/ | $11.9M | 1.1% | +9% | 70.7 |
| 43 |  $VST | Vistra Corp. | $11.7M | 1.1% | -1% | 62.9 |
| 44 |  $APD | Air Products & Chemicals, Inc. | $11.6M | 1.1% | +3% | 41.2 |
| 45 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $11.6M | 1.1% | -20% | 74.4 |
| 46 |  $OKE | ONEOK INC /NEW/ | $11.0M | 1.0% | +3% | 72 |
| 47 |  $MP | MP Materials Corp. / DE | $10.6M | 1.0% | NEW | 23.5 |
| 48 |  $ORCL | ORACLE CORP | $10.4M | 1.0% | +330% | 67.2 |
| 49 |  $XOM | EXXON MOBIL CORP | $10.4M | 1.0% | -0% | 61.8 |
| 50 |  $CF | CF Industries Holdings, Inc. | $10.1M | 0.9% | NEW | 76.8 |
| 51 | — | TIDAL TRUST I - FUND GRAN US ETF | $8.5M | 0.8% | -0% | — |
| 52 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $8.3M | 0.8% | +6% | — |
| 53 |  $V | VISA INC. | $8.2M | 0.8% | +3% | 83.5 |
| 54 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8.2M | 0.8% | -6% | — |
| 55 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $8.0M | 0.8% | NEW | — |
| 56 | $XOMCALL | EXXON MOBIL CORP | $8.0M | — | +0% | 61.8 |
| 57 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $7.4M | 0.7% | -1% | — |
| 58 |  $MU | MICRON TECHNOLOGY INC | $6.4M | 0.6% | +51% | 88.4 |
| 59 | $AMZNCALL | AMAZON COM INC | $6.0M | — | -19% | 74.6 |
| 60 | $AAPLCALL | Apple Inc. | $5.6M | — | -20% | 76.1 |
| 61 |  $GOOGL | Alphabet Inc. | $5.5M | 0.5% | -1% | 80.2 |
| 62 |  $VLO | VALERO ENERGY CORP/TX | $4.8M | 0.5% | -20% | 51.4 |
| 63 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $4.8M | 0.5% | +7% | — |
| 64 |  $SOFI | SoFi Technologies, Inc. | $4.5M | 0.4% | +17% | 53.8 |
| 65 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $4.4M | 0.4% | +5% | — |
| 66 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $3.9M | 0.4% | +1% | — |
| 67 | $NVDACALL | NVIDIA CORP | $3.8M | — | -54% | 90.2 |
| 68 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $3.5M | 0.3% | -0% | 66.4 |
| 69 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $3.4M | 0.3% | -18% | — |
| 70 |  $LAC | LITHIUM AMERICAS CORP. | $3.4M | 0.3% | +4% | — |
| 71 | — | GLOBAL X FDS - GLB X MLP ENRG I | $3.4M | 0.3% | +3% | — |
| 72 |  $AMAT | APPLIED MATERIALS INC /DE | $3.3M | 0.3% | +71% | 74.8 |
| 73 | $ADBE | ADOBE INC. | $3.3M | 0.3% | +16% | 80.4 |
| 74 | — | PACER FDS TR - US LRG CP CASH | $3.3M | 0.3% | -1% | — |
| 75 |  $NTRA | Natera, Inc. | $2.9M | 0.3% | NEW | 46.4 |
| 76 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $2.7M | 0.3% | +5% | — |
| 77 | — | TIDAL TRUST I - SOFI SELECT 500 | $2.7M | 0.3% | -3% | — |
| 78 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 0.3% | -2% | 64.5 |
| 79 |  $CRWD | CrowdStrike Holdings, Inc. | $2.6M | 0.3% | -89% | 55 |
| 80 | — | SPDR SERIES TRUST - ST STR P500ETF | $2.3M | 0.2% | -1% | — |
| 81 |  $FANG | Diamondback Energy, Inc. | $2.2M | 0.2% | -1% | 81.4 |
| 82 |  $UBER | Uber Technologies, Inc | $2.2M | 0.2% | +5% | 79.3 |
| 83 | $CRM | Salesforce, Inc. | $2.0M | 0.2% | +17% | 75.2 |
| 84 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.0M | 0.2% | +2% | — |
| 85 | — | PACER FDS TR - METAURUS CAP 400 | $1.9M | 0.2% | +7% | — |
| 86 |  $ALAB | Astera Labs, Inc. | $1.9M | 0.2% | -38% | 77.7 |
| 87 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.9M | 0.2% | +0% | — |
| 88 | — | PACER FDS TR - DATA & DIGI REVO | $1.8M | 0.2% | +4% | — |
| 89 |  $PATH | UiPath, Inc. | $1.8M | 0.2% | +6% | 67.7 |
| 90 | — | BITMINE IMMERSION TECHS INC - COM NEW | $1.8M | 0.2% | +39% | — |
| 91 |  $NBIS | Nebius Group N.V. | $1.7M | 0.2% | -35% | — |
| 92 | — | TEMA ETF TRUST - ELECTRIFICATION | $1.7M | 0.2% | +4% | — |
| 93 |  $MSTR | Strategy Inc | $1.7M | 0.2% | +25% | 25.4 |
| 94 | — | ISHARES TR - CORE DIV GRWTH | $1.7M | 0.2% | +5% | — |
| 95 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.5M | 0.1% | -79% | 60.5 |
| 96 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.1% | +0% | — |
| 97 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.4M | 0.1% | +2% | — |
| 98 |  $MELI | MERCADOLIBRE INC | $1.2M | 0.1% | +52% | 77.5 |
| 99 | $VLOCALL | VALERO ENERGY CORP/TX | $1.2M | — | NEW | 51.4 |
| 100 | — | ISHARES TR - CORE S&P500 ETF | $1.2M | 0.1% | -37% | — |
| 101 |  $CVX | CHEVRON CORP | $1.2M | 0.1% | -89% | 54.7 |
| 102 |  $CRWV | CoreWeave, Inc. | $1.1M | 0.1% | NEW | 46.5 |
| 103 | — | ISHARES TR - CORE HIGH DV ETF | $1.1M | 0.1% | +392% | — |
| 104 | $METACALL | Meta Platforms, Inc. | $1.0M | — | +50% | 80.9 |
| 105 |  $IREN | IREN Ltd | $1.0M | 0.1% | +29% | — |
| 106 |  $O | REALTY INCOME CORP | $982,531 | 0.1% | +9% | 74.6 |
| 107 | — | ISHARES INC - US PWR INFRA ETF | $875,260 | 0.1% | -2% | — |
| 108 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $858,828 | 0.1% | +1% | 63.2 |
| 109 |  $PANW | Palo Alto Networks Inc | $748,197 | 0.1% | -84% | 66.5 |
| 110 |  $VICI | VICI PROPERTIES INC. | $710,596 | 0.1% | +8% | 76.2 |
| 111 |  $ASML | ASML HOLDING NV | $710,377 | 0.1% | -1% | — |
| 112 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $659,739 | 0.1% | +5% | 66.7 |
| 113 |  $WMT | Walmart Inc. | $646,522 | 0.1% | -4% | 63.2 |
| 114 | — | ISHARES TR - MSCI USA MMENTM | $583,515 | 0.1% | +0% | — |
| 115 |  $SPY | SPDR S&P 500 ETF TRUST | $561,148 | 0.1% | +13% | — |
| 116 |  $CACI | CACI INTERNATIONAL INC /DE/ | $556,839 | 0.1% | +0% | 66.7 |
| 117 | $BRK.BCALL | BERKSHIRE HATHAWAY INC | $550,429 | — | -39% | 64.5 |
| 118 |  $DELL | Dell Technologies Inc. | $548,816 | 0.1% | NEW | 76 |
| 119 |  $RKLB | Rocket Lab Corp | $544,031 | 0.1% | +0% | 37.2 |
| 120 |  $MO | ALTRIA GROUP, INC. | $540,920 | 0.1% | -0% | 72.1 |
| 121 |  $HD | HOME DEPOT, INC. | $537,296 | 0.1% | +64% | 69.2 |
| 122 |  $EPR | EPR PROPERTIES | $537,288 | 0.1% | -4% | 64 |
| 123 |  $SYY | SYSCO CORP | $527,808 | 0.1% | NEW | 58.4 |
| 124 | $SYYCALL | SYSCO CORP | $526,554 | — | NEW | 58.4 |
| 125 |  $GLD | SPDR GOLD TRUST | $525,678 | 0.1% | +10% | — |
| 126 |  $VZ | VERIZON COMMUNICATIONS INC | $518,553 | 0.1% | -1% | 71.6 |
| 127 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $516,967 | 0.1% | +10% | — |
| 128 |  $ABBV | AbbVie Inc. | $505,287 | 0.1% | +2% | 59.3 |
| 129 |  $WPC | W. P. Carey Inc. | $495,602 | 0.1% | -4% | 62.1 |
| 130 |  $PSX | Phillips 66 | $494,713 | 0.1% | +0% | 47.6 |
| 131 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $491,949 | 0.1% | -4% | — |
| 132 | — | ISHARES TR - CORE S&P SCP ETF | $469,222 | 0.0% | -4% | — |
| 133 |  $T | AT&T INC. | $466,958 | 0.0% | -3% | 71.9 |
| 134 | — | SPDR SERIES TRUST - ST STR P500GRW | $465,139 | 0.0% | -1% | — |
| 135 | $CVXCALL | CHEVRON CORP | $464,128 | — | -63% | 54.7 |
| 136 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $452,967 | 0.0% | +0% | — |
| 137 |  $IRM | IRON MOUNTAIN INC | $452,547 | 0.0% | +0% | 50.7 |
| 138 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $450,889 | 0.0% | -16% | — |
| 139 | — | PACER FDS TR - US CASH COWS 100 | $449,785 | 0.0% | -17% | — |
| 140 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $443,178 | 0.0% | +0% | — |
| 141 |  $KMI | KINDER MORGAN, INC. | $437,256 | 0.0% | +0% | 74.6 |
| 142 |  $IAU | ISHARES GOLD TRUST | $414,928 | 0.0% | -2% | — |
| 143 |  $ISRG | INTUITIVE SURGICAL INC | $407,223 | 0.0% | -9% | 81.4 |
| 144 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $406,706 | 0.0% | -2% | — |
| 145 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $400,564 | 0.0% | +7% | — |
| 146 |  $JNJ | JOHNSON & JOHNSON | $398,221 | 0.0% | +4% | 72.8 |
| 147 | — | ALPS ETF TR - ALERIAN MLP | $397,614 | 0.0% | -2% | — |
| 148 |  $ENB | ENBRIDGE INC | $378,712 | 0.0% | +16% | — |
| 149 |  $LYV | Live Nation Entertainment, Inc. | $373,727 | 0.0% | -0% | 55 |
| 150 |  $LRCX | LAM RESEARCH CORP | $370,499 | 0.0% | -38% | 82.4 |
| 151 |  $AMGN | AMGEN INC | $362,120 | 0.0% | -90% | 79.5 |
| 152 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $362,072 | 0.0% | -9% | — |
| 153 | $TSLACALL | Tesla, Inc. | $336,480 | — | -76% | 50.1 |
| 154 |  $NET | Cloudflare, Inc. | $332,357 | 0.0% | -80% | 52.6 |
| 155 |  $WWD | Woodward, Inc. | $324,186 | 0.0% | -6% | 70.2 |
| 156 |  $AXON | AXON ENTERPRISE, INC. | $322,351 | 0.0% | -32% | 55.6 |
| 157 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $318,831 | 0.0% | +0% | — |
| 158 |  $CSCO | CISCO SYSTEMS, INC. | $315,179 | 0.0% | NEW | 72.3 |
| 159 |  $ET | Energy Transfer LP | $314,709 | 0.0% | -3% | 64.5 |
| 160 |  $BA | BOEING CO | $309,335 | 0.0% | +0% | 51.8 |
| 161 |  $LMT | LOCKHEED MARTIN CORP | $292,918 | 0.0% | -5% | 65 |
| 162 |  $SNOW | Snowflake Inc. | $283,005 | 0.0% | NEW | 49.6 |
| 163 | $MNSTCALL | Monster Beverage Corp | $278,748 | — | -57% | 77 |
| 164 |  $EMR | EMERSON ELECTRIC CO | $268,264 | 0.0% | -93% | 65.9 |
| 165 |  $QCOM | QUALCOMM INC/DE | $265,264 | 0.0% | -34% | 81.9 |
| 166 | $JPMCALL | JPMORGAN CHASE & CO | $261,864 | — | -68% | 35.6 |
| 167 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $261,173 | 0.0% | -40% | — |
| 168 | $HOODCALL | Robinhood Markets, Inc. | $260,728 | — | -70% | 75.8 |
| 169 |  $ASTS | AST SpaceMobile, Inc. | $259,293 | 0.0% | NEW | 29.6 |
| 170 | — | VANGUARD WORLD FD - INF TECH ETF | $258,135 | 0.0% | NEW | — |
| 171 |  $S | SentinelOne, Inc. | $253,243 | 0.0% | +3% | 41.4 |
| 172 | — | ISHARES TR - ISHARES SEMICDTR | $251,853 | 0.0% | NEW | — |
| 173 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $251,449 | 0.0% | -30% | — |
| 174 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $249,947 | 0.0% | NEW | — |
| 175 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $244,985 | 0.0% | NEW | — |
| 176 |  $NVO | NOVO NORDISK A S | $244,062 | 0.0% | -95% | — |
| 177 |  $BTI | British American Tobacco p.l.c. | $243,519 | 0.0% | +0% | — |
| 178 |  $ATO | ATMOS ENERGY CORP | $231,875 | 0.0% | +0% | 72 |
| 179 |  $MLM | MARTIN MARIETTA MATERIALS INC | $231,833 | 0.0% | +1% | 67.6 |
| 180 |  $SLV | iShares Silver Trust | $230,510 | 0.0% | -2% | — |
| 181 |  $MRVL | Marvell Technology, Inc. | $229,970 | 0.0% | NEW | 77.3 |
| 182 |  $PEP | PEPSICO INC | $227,176 | 0.0% | -19% | 62.7 |
| 183 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $225,226 | 0.0% | +353% | — |
| 184 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $220,260 | 0.0% | -11% | — |
| 185 |  $MPLX | MPLX LP | $220,251 | 0.0% | +0% | 76.5 |
| 186 | — | ISHARES TR - RUSSELL 2000 ETF | $219,328 | 0.0% | NEW | — |
| 187 |  $KO | COCA COLA CO | $213,536 | 0.0% | -18% | 74 |
| 188 |  $PFE | PFIZER INC | $212,121 | 0.0% | NEW | 69 |
| 189 |  $IVZ | Invesco Ltd. | $212,080 | 0.0% | NEW | — |
| 190 |  $RTX | RTX Corp | $211,738 | 0.0% | -9% | 70 |
| 191 | — | ISHARES TR - CORE S&P US VLU | $210,717 | 0.0% | NEW | — |
| 192 |  $MS | MORGAN STANLEY | $207,368 | 0.0% | NEW | — |
| 193 |  $SCHW | SCHWAB CHARLES CORP | $205,113 | 0.0% | +0% | 77.2 |
| 194 |  $MA | Mastercard Inc | $204,280 | 0.0% | NEW | 81.7 |
| 195 | $AXPCALL | AMERICAN EXPRESS CO | $202,950 | — | -57% | 73.2 |
| 196 | — | PGIM ETF TR - AAA CLO ETF | $200,056 | 0.0% | NEW | — |
| 197 | $__PARK_1390777CALL | Bank of New York Mellon Corp | $187,993 | — | -58% | 36.7 |
| 198 | $GECALL | GENERAL ELECTRIC CO | $186,865 | — | -64% | 74.8 |
| 199 | $GOOGLCALL | Alphabet Inc. | $176,665 | — | -83% | 80.2 |
| 200 | $PLTRCALL | Palantir Technologies Inc. | $175,005 | — | -72% | 85.8 |
| 201 | $VCALL | VISA INC. | $171,545 | — | +0% | 83.5 |
| 202 | $OKECALL | ONEOK INC /NEW/ | $156,492 | — | -57% | 72 |
| 203 | $ANETCALL | Arista Networks, Inc. | $152,892 | — | -55% | 86 |
| 204 | $CDNSCALL | CADENCE DESIGN SYSTEMS INC | $150,128 | — | -67% | 74.4 |
| 205 | $PNCCALL | PNC FINANCIAL SERVICES GROUP, INC. | $147,732 | — | NEW | 70.9 |
| 206 | $ETNCALL | Eaton Corp plc | $127,836 | — | -67% | — |
| 207 | $DECALL | DEERE & CO | $126,866 | — | NEW | 57.4 |
| 208 |  $OBDC | Blue Owl Capital Corp | $124,601 | 0.0% | +6% | — |
| 209 | $TJXCALL | TJX COMPANIES INC /DE/ | $121,200 | — | -64% | 70.7 |
| 210 | $NFLXCALL | NETFLIX INC | $99,960 | — | -70% | 86.7 |
| 211 | $VSTCALL | Vistra Corp. | $79,315 | — | -71% | 62.9 |
| 212 | $MSFTCALL | MICROSOFT CORP | $74,604 | — | -87% | 83.7 |
| 213 | $PWRCALL | QUANTA SERVICES, INC. | $72,004 | — | -89% | 62.6 |
| 214 | $AVGOCALL | Broadcom Inc. | $37,775 | — | -80% | 86.4 |
| 215 |  $FTHM | Fathom Holdings Inc. | $12,526 | 0.0% | +0% | 33.6 |
New Positions (27)
$LLY ELI LILLY & Co$12.8M$MP MP Materials Corp. / DE$10.6M$CF CF Industries Holdings, Inc.$10.1M$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$8.0M$NTRA Natera, Inc.$2.9M$VLOCALL VALERO ENERGY CORP/TX$1.2M$CRWV CoreWeave, Inc.$1.1M$DELL Dell Technologies Inc.$548,816$SYY SYSCO CORP$527,808$SYYCALL SYSCO CORP$526,554$CSCO CISCO SYSTEMS, INC.$315,179$SNOW Snowflake Inc.$283,005$ASTS AST SpaceMobile, Inc.$259,293 VANGUARD WORLD FD - INF TECH ETF$258,135
ISHARES TR - ISHARES SEMICDTR$251,853
Exited Positions (28)
$PPG PPG INDUSTRIES INC
$RDDT Reddit, Inc.
$EOG EOG RESOURCES INC
$ABT ABBOTT LABORATORIES
$GRMN GARMIN LTD
$RBRK Rubrik, Inc.$FANGCALL Diamondback Energy, Inc.$APDCALL Air Products & Chemicals, Inc.$EPDCALL ENTERPRISE PRODUCTS PARTNERS L.P.$AMDCALL ADVANCED MICRO DEVICES INC$CRWDCALL CrowdStrike Holdings, Inc.$COSTCALL COSTCO WHOLESALE CORP /NEW SPDR SERIES TRUST
$SPGI S&P Global Inc. VANGUARD INDEX FDS
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Teamwork Financial Advisors, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Teamwork Financial Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Teamwork Financial Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Teamwork Financial Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Teamwork Financial Advisors, LLC (SEC CIK: 1629931), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Teamwork Financial Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.