S Harris Financial Group, LLC
Sector Allocation
- Other53.7%$69.3M
- Technology17.5%$22.6M
- Financials11.0%$14.2M
- Consumer Discretionary4.7%$6.1M
- Healthcare3.4%$4.3M
- Industrials2.6%$3.4M
- Consumer Staples2.1%$2.7M
- Energy1.4%$1.8M
- Communication Services1.0%$1.2M
- Materials0.9%$1.2M
AUM History
13fpro.ai/research/fund/s-harris-financial-group-llc-2112907
Conviction and streaks
Diversifying · top 10 = 56.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- FIDELITY$16.6M
- FIRST$12.7M
- J$10.1M
- FIDELITY$9.3M
JPM
$5.9M- VANGUARD$5.3M
NVDA
$3.9MMSFT
$3.9M- FIDELITY$3.2M
AMZN
$2.2M- ISHARES$2.2M
GOOGL
$2.1MALL
$1.7MAAPL
$1.4MMETA
$1.3M- EATON$1.3M
- EATON$1.2M
- ISHARES$1.1M
- FIRST$1.1M
SPY
$1.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/s-harris-financial-group-llc-2112907
S Harris Financial Group, LLC 13F holdings — Q2 2026
$129.0M portfolio (+17.7% QoQ) · 124 holdings · Q2 2026 13F · top 10 are 57% of the stock portfolio
- 1
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$16.6M
12.9% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
$12.7M
9.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
J P MORGAN EXCHANGE TRADED F - INCOME ETF
$10.1M
7.8% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
FIDELITY COVINGTON TRUST - ENHANCED INTL
$9.3M
7.2% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $5.9M
4.6% of stocks
+0.1%This quarter-5.4%Since filed3+ qtrsHeld- 6
VANGUARD INDEX FDS - S&P 500 ETF SHS
$5.3M
4.1% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $3.9M
3.0% of stocks
+2%This quarter+4.4%Since filed3+ qtrsHeld$3.9M
3.0% of stocks
+1%This quarter+39.5%Since filed3+ qtrsHeld- 9
FIDELITY COVINGTON TRUST - EMERG MKTS MLTFT
$3.2M
2.5% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $2.2M
1.7% of stocks
+4%This quarter+7.3%Since filed3+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $16.6M | 12.9% | +16% | — | — | — | — | |
| 2 | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $12.7M | 9.8% | +4% | — | — | — | — | |
| 3 | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $10.1M | 7.8% | +9% | — | — | — | — | |
| 4 | FIDELITY COVINGTON TRUST - ENHANCED INTL | $9.3M | 7.2% | +11% | — | — | — | — | |
| 5 | $5.9M | 4.6% | +0.1% | -5.4% | 3+ qtrs | 71.8#170 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $5.3M | 4.1% | -0.6% | — | — | — | — | |
| 7 | $3.9M | 3.0% | +2% | +4.4% | 3+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $3.9M | 3.0% | +1% | +39.5% | 3+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | FIDELITY COVINGTON TRUST - EMERG MKTS MLTFT | $3.2M | 2.5% | -0.5% | — | — | — | — | |
| 10 | $2.2M | 1.7% | +4% | +7.3% | 3+ qtrsAdded 2 qtrs in a row | 67.5#361 | Estimated buy price is Pro: unlock with a free trial |
All holdings — S Harris Financial Group, LLC (Q2 2026)
124 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $2.2M | 1.7% | 2,931 | -0.5% | — | — | 13F |
| 12 | Alphabet Inc. | Technology | $2.1M | 1.6% | 5,910 | -3% | 3+ qtrs | 77.7 | 13F | |
| 13 | ALLSTATE CORP | Financials | $1.7M | 1.3% | 7,161 | -0.0% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Apple Inc. | Technology | $1.4M | 1.1% | 4,960 | +9% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Meta Platforms, Inc. | Technology | $1.3M | 1.0% | 2,324 | +0.4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | EATON VANCE TAX-MANAGED DIVE - COM | — | $1.3M | 1.0% | 86K | +2% | — | — | 13F |
| 17 | — | EATON VANCE TAX-MANAGED GLOB - COM | — | $1.2M | 0.9% | 122K | +1% | — | — | 13F |
| 18 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $1.1M | 0.8% | 11K | +3% | — | — | 13F |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $1.1M | 0.8% | 22K | New | — | — | 13F |
| 20 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.0M | 0.8% | 1,385 | +0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | KLA CORP | Technology | $995K | 0.8% | 3,297 | +858% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | VISA INC. | Financials | $961K | 0.7% | 2,802 | +4% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $961K | 0.7% | 2,012 | -3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BANK OF AMERICA CORP /DE/ | Financials | $954K | 0.7% | 17K | +1% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | APPLIED MATERIALS INC /DE | Technology | $933K | 0.7% | 1,291 | +1% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WMT | Walmart Inc. | Consumer Staples | $918K | 0.7% | 8,109 | -0.6% | |||
| 27 | $MS | MORGAN STANLEY | Financials | $911K | 0.7% | 4,356 | +0.8% | |||
| 28 | $AVGO | Broadcom Inc. | Technology | $907K | 0.7% | 2,400 | -2% | |||
| 29 | $GOOG | Alphabet Inc. | Technology | $872K | 0.7% | 2,467 | +5% | |||
| 30 | $TSLA | Tesla, Inc. | Consumer Discretionary | $857K | 0.7% | 2,038 | +4% | |||
| 31 | $MA | Mastercard Inc | Financials | $842K | 0.7% | 1,639 | +3% | |||
| 32 | — | ISHARES TR - CORE MSCI EAFE | — | $832K | 0.6% | 8,610 | +0.2% | |||
| 33 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $701K | 0.5% | 3,492 | +2% | |||
| 34 | — | ISHARES TR - ISHARES SEMICDTR | — | $696K | 0.5% | 1,086 | — | |||
| 35 | $CAT | CATERPILLAR INC | Industrials | $682K | 0.5% | 640 | -6% | |||
| 36 | $AZN | ASTRAZENECA PLC | Healthcare | $649K | 0.5% | 3,425 | +4% | |||
| 37 | $VLO | VALERO ENERGY CORP/TX | Energy | $647K | 0.5% | 2,484 | +1% | |||
| 38 | $DE | DEERE & CO | Industrials | $606K | 0.5% | 955 | -0.8% | |||
| 39 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $605K | 0.5% | 1,041 | New | |||
| 40 | $NFLX | NETFLIX INC | Communication Services | $567K | 0.4% | 7,943 | -3% | |||
| 41 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $565K | 0.4% | 767 | -16% | |||
| 42 | $ORCL | ORACLE CORP | Technology | $563K | 0.4% | 3,842 | +4% | |||
| 43 | $LIN | LINDE PLC | Materials | $562K | 0.4% | 1,082 | +2% | |||
| 44 | $LLY | ELI LILLY & Co | Healthcare | $519K | 0.4% | 433 | -21% | |||
| 45 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $508K | 0.4% | 374 | +3% | |||
| 46 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $505K | 0.4% | 1,432 | -13% | |||
| 47 | $NOW | ServiceNow, Inc. | Technology | $497K | 0.4% | 5,007 | -0.1% | |||
| 48 | $BA | BOEING CO | Industrials | $468K | 0.4% | 2,160 | +0.1% | |||
| 49 | $WM | WASTE MANAGEMENT INC | Utilities | $453K | 0.3% | 2,032 | -3% | |||
| 50 | $ASML | ASML HOLDING NV | Technology | $438K | 0.3% | 220 | +10% | |||
| 51 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $436K | 0.3% | 4,517 | New | |||
| 52 | $MRK | Merck & Co., Inc. | Healthcare | $436K | 0.3% | 3,390 | +6% | |||
| 53 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $433K | 0.3% | 864 | +24% | |||
| 54 | $ETN | Eaton Corp plc | Industrials | $429K | 0.3% | 1,007 | +3% | |||
| 55 | $DHR | DANAHER CORP /DE/ | Healthcare | $419K | 0.3% | 2,202 | +2% | |||
| 56 | $LRCX | LAM RESEARCH CORP | Technology | $412K | 0.3% | 951 | -9% | |||
| 57 | $RIO | RIO TINTO PLC | Materials | $392K | 0.3% | 4,132 | -2% | |||
| 58 | $DIS | Walt Disney Co | Communication Services | $387K | 0.3% | 4,018 | +7% | |||
| 59 | $MNST | Monster Beverage Corp | Consumer Staples | $375K | 0.3% | 3,900 | +6% | |||
| 60 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $365K | 0.3% | 1,915 | -17% | |||
| 61 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $364K | 0.3% | 2,302 | -1% | |||
| 62 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $350K | 0.3% | 4,233 | +5% | |||
| 63 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $350K | 0.3% | 3,628 | -1% | |||
| 64 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $345K | 0.3% | 369 | +4% | |||
| 65 | $CVS | CVS HEALTH Corp | Healthcare | $344K | 0.3% | 3,328 | +4% | |||
| 66 | $JNJ | JOHNSON & JOHNSON | Healthcare | $341K | 0.3% | 1,341 | +6% | |||
| 67 | $CVX | CHEVRON CORP | Energy | $338K | 0.3% | 2,040 | +1% | |||
| 68 | $DASH | DoorDash, Inc. | Consumer Discretionary | $333K | 0.3% | 1,804 | New | |||
| 69 | $CSCO | CISCO SYSTEMS, INC. | Technology | $330K | 0.3% | 2,809 | -9% | |||
| 70 | $O | REALTY INCOME CORP | Real Estate | $318K | 0.3% | 5,134 | -14% | |||
| 71 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $315K | 0.2% | 2,304 | +4% | |||
| 72 | $APH | AMPHENOL CORP /DE/ | Technology | $313K | 0.2% | 1,775 | New | |||
| 73 | $AZO | AUTOZONE INC | Consumer Discretionary | $310K | 0.2% | 97 | — | |||
| 74 | $SPGI | S&P Global Inc. | Financials | $306K | 0.2% | 750 | -12% | |||
| 75 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $305K | 0.2% | 615 | -0.2% | |||
| 76 | $ICE | Intercontinental Exchange, Inc. | Financials | $296K | 0.2% | 2,408 | +0.8% | |||
| 77 | $GEV | GE Vernova Inc. | Industrials | $294K | 0.2% | 250 | New | |||
| 78 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $290K | 0.2% | 1,223 | +24% | |||
| 79 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $290K | 0.2% | 4,688 | +27% | |||
| 80 | $PM | Philip Morris International Inc. | Consumer Staples | $289K | 0.2% | 1,596 | +1% | |||
| 81 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $286K | 0.2% | 6,766 | -1% | |||
| 82 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $284K | 0.2% | 3,823 | -2% | |||
| 83 | $MU | MICRON TECHNOLOGY INC | Technology | $282K | 0.2% | 244 | New | |||
| 84 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $280K | 0.2% | 559 | -0.4% | |||
| 85 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $274K | 0.2% | 12K | -0.9% | |||
| 86 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $273K | 0.2% | 738 | +3% | |||
| 87 | $VMC | Vulcan Materials CO | Materials | $272K | 0.2% | 920 | New | |||
| 88 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $271K | 0.2% | 2,650 | +3% | |||
| 89 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $271K | 0.2% | 721 | -8% | |||
| 90 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $264K | 0.2% | 1,801 | +10% | |||
| 91 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $261K | 0.2% | 8,258 | -3% | |||
| 92 | $EME | EMCOR Group, Inc. | Industrials | $258K | 0.2% | 311 | -11% | |||
| 93 | $NVS | NOVARTIS AG | Healthcare | $257K | 0.2% | 1,640 | -4% | |||
| 94 | $WTRG | Essential Utilities, Inc. | Utilities | $252K | 0.2% | 6,586 | — | |||
| 95 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $248K | 0.2% | 1,143 | New | |||
| 96 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $239K | 0.2% | 10K | +2% | |||
| 97 | $SNPS | SYNOPSYS INC | Technology | $236K | 0.2% | 530 | -30% | |||
| 98 | $SHOP | SHOPIFY INC. | Technology | $233K | 0.2% | 2,041 | -10% | |||
| 99 | $UBS | UBS Group AG | Financials | $233K | 0.2% | 4,700 | New | |||
| 100 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $231K | 0.2% | 3,045 | +0.5% | |||
| 101 | $NXPI | NXP Semiconductors N.V. | Technology | $227K | 0.2% | 809 | New | |||
| 102 | — | ISHARES INC - CORE MSCI EMKT | — | $222K | 0.2% | 2,684 | New | |||
| 103 | $CRM | Salesforce, Inc. | Technology | $222K | 0.2% | 1,417 | -31% | |||
| 104 | $TRGP | Targa Resources Corp. | Energy | $221K | 0.2% | 823 | +0.5% | |||
| 105 | $STT | STATE STREET CORP | Financials | $219K | 0.2% | 1,292 | New | |||
| 106 | $DUK | Duke Energy CORP | Utilities | $219K | 0.2% | 1,729 | +1% | |||
| 107 | $BGC | BGC Group, Inc. | Financials | $215K | 0.2% | 20K | — | |||
| 108 | $ABBV | AbbVie Inc. | Healthcare | $214K | 0.2% | 852 | New | |||
| 109 | $QCOM | QUALCOMM INC/DE | Technology | $214K | 0.2% | 1,157 | -27% | |||
| 110 | $SYK | STRYKER CORP | Healthcare | $213K | 0.2% | 678 | -8% | |||
| 111 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $213K | 0.2% | 954 | New | |||
| 112 | $KO | COCA COLA CO | Consumer Staples | $210K | 0.2% | 2,585 | New | |||
| 113 | $TDG | TransDigm Group INC | Industrials | $209K | 0.2% | 157 | New | |||
| 114 | $HUBB | HUBBELL INC | Technology | $207K | 0.2% | 396 | New | |||
| 115 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $206K | 0.2% | 2,000 | New | |||
| 116 | $FTNT | Fortinet, Inc. | Technology | $204K | 0.2% | 1,331 | New | |||
| 117 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $204K | 0.2% | 327 | +21% | |||
| 118 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $203K | 0.2% | 11K | -2% | |||
| 119 | $FDX | FEDEX CORP | Industrials | $201K | 0.2% | 642 | -5% | |||
| 120 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $200K | 0.2% | 4,707 | New | |||
| 121 | $NEE | NEXTERA ENERGY INC | Utilities | $200K | 0.2% | 2,283 | -3% | |||
| 122 | $SAN | Banco Santander, S.A. | Financials | $156K | 0.1% | 11K | -5% | |||
| 123 | $ABEV | AMBEV S.A. | Consumer Staples | $33K | 0.0% | 11K | -6% | |||
| 124 | $XRX | Xerox Holdings Corp | Technology | $33K | 0.0% | 10K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 55 added to, 43 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
- FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT$1.1M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$605K
first bought this quarter
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT$436K
first bought this quarter
$DASHDoorDash, Inc.$333K
first bought this quarter
$APHAMPHENOL CORP /DE/$313K
first bought this quarter
$GEVGE Vernova Inc.$294K
first bought this quarter
+15 more in the Excel export
Added to (55)
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+16%
now $16.6M
- FIDELITY COVINGTON TRUST - ENHANCED INTL+11%
now $9.3M
$KLACKLA CORP+858%
now $995K · held 3+ qtrs
- J P MORGAN EXCHANGE TRADED F - INCOME ETF+9%
now $10.1M
- FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF+4%
now $12.7M
now $1.4M · held 3+ qtrs, 2 adds in a row
+49 more in the Excel export
Trimmed (43)
$LLYELI LILLY & Co-21%
now $519K · held 3+ qtrs
$QQQINVESCO QQQ TRUST, SERIES 1-16%
now $565K · held 3+ qtrs, 2 trims in a row
$SNPSSYNOPSYS INC-30%
now $236K · held 3+ qtrs
$CRMSalesforce, Inc.-31%
now $222K · held 3+ qtrs, 2 trims in a row
$HDHOME DEPOT, INC.-13%
now $505K · held 3+ qtrs
$QCOMQUALCOMM INC/DE-27%
now $214K · held 2 qtrs
+37 more in the Excel export
Holdings by quarter
Every 13F S Harris Financial Group, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow S Harris Financial Group?
Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of S Harris Financial Group's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+5.6%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
S Harris Financial Group, LLC disclosed 124 positions worth $129.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 21 new positions and exited 4. The portfolio is most concentrated in Other (53.7% of disclosed assets). All figures are sourced directly from S Harris Financial Group, LLC’s Form 13F-HR filing with the SEC under CIK 2112907.
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