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FINANCIAL SENSE ADVISORS, INC. 13F portfolio summary

FINANCIAL SENSE ADVISORS, INC. of FINANCIAL SENSE ADVISORS, INC. has 137 current stock holdings with a reported portfolio value of $508.4M. The portfolio 1 year return is +26.64%. Top holdings include VOO (7.88%), EMB (6.43%), FCX (4.61%), TSLA (4.43%), FLOT (3.39%).

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FINANCIAL SENSE ADVISORS, INC.

FINANCIAL SENSE ADVISORS, INC.
Latest filing: 2026-06-30

FINANCIAL SENSE ADVISORS, INC. runs FINANCIAL SENSE ADVISORS, INC. and currently holds 137 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $508.44M. Their top holdings are VOO, EMB, FCX, TSLA, FLOT. The top five represent 26.7% of reported portfolio weight. FINANCIAL SENSE ADVISORS, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, FINANCIAL SENSE ADVISORS, INC. initiated 16 new positions. They added to 42 existing positions. They trimmed 37 positions. Their current best-performing preview position is VSAT with returns of +96.09%.

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Top 5 Holdings
VOO7.9%
EMB6.4%
FCX4.6%
TSLA4.4%
FLOT3.4%
Top 5: 26.7%
Portfolio Returns
1 Year
+26.64%
#0/1000
3 Year
+88.96%
#0/1000
5 Year
+104.02%
#0/1000

Portfolio Value

$508.44M

Alpha Score

73.8

#0 of 1000

Holdings

137

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137 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VOO
VANGUARD INDEX FDS
7.88%$390.18$703.77+80.37%
Trimmed
-2.05%
EMB
ISHARES TR
6.43%$94.49$94.72+0.24%
Added
+28.69%
FCX
FREEPORT MCMORAN INC
4.61%$46.40$76.67+65.24%
Added
+4.27%
TSLA
TESLA INC
4.43%$241.34$362.86+50.35%
Trimmed
-0.30%
FLOT
ISHARES TR
3.39%$51.08$51.02-0.12%
Trimmed
-12.69%
CVX
CHEVRON CORPORATION
3.15%$164.45$205.26+24.82%
Added
+1299.78%
XOP
SPDR SERIES TRUST
2.72%$154.26$189.44+22.81%
New Buy
ILF
ISHARES TR
2.06%$33.75$34.69+2.79%
New Buy
MSFT
MICROSOFT CORP
2.00%$313.54$483.24+54.12%
Added
+124.56%
MP
MP MATERIALS CORP
1.95%$56.01$60.07+7.25%
New Buy

Showing 1-10 of 137