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FINLEY FINANCIAL, LLC 13F portfolio summary

FINLEY FINANCIAL, LLC of FINLEY FINANCIAL, LLC has 107 current stock holdings with a reported portfolio value of $213.6M. The portfolio 1 year return is +18.80%. Top holdings include IUSB (0.00%), LQD (0.00%), AGG (0.00%), IAGG (0.00%), MDY (0.00%).

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FINLEY FINANCIAL, LLC

FINLEY FINANCIAL, LLC
Latest filing: 2026-03-31

FINLEY FINANCIAL, LLC runs FINLEY FINANCIAL, LLC and currently holds 107 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $213.59M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FINLEY FINANCIAL, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FINLEY FINANCIAL, LLC's portfolio at FINLEY FINANCIAL, LLC has delivered returns of +18.80%. Their 3-year annualized return is +13.69%. Looking at the 5-year horizon, FINLEY FINANCIAL, LLC has achieved +13.69% annualized returns at FINLEY FINANCIAL, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.80%
#0/1000
3 Year
+13.69%
#0/1000
5 Year
+13.69%
#0/1000

Portfolio Value

$213.59M

Alpha Score

13.1

#0 of 1000

Holdings

107

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change