Flagship Capital Management Inc.

CIK 2106796 · View on SEC EDGAR ↗

Portfolio value
$158.4M
#7,221 of 9,443 by 13F value · top 76.5%
Positions
50
As of
June 30, 2026

Portfolio value QoQ: +16.4% 13F does not disclose cash

Top 10 holdings weight
60.92%
Top 25 holdings weight
89.40%
Positions above 1%
27
Effective number of positions
16.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.7% Est. buys $3,549,024 · sells $1,032,398

New positions
2
Increased
29
Decreased
12
Closed
0
On this page

Sector breakdown

Technology
16.8%
Communication Services
14.3%
Financial Services
7.3%
Healthcare
5.3%
Energy
4.4%
Financials
2.6%
Consumer Discretionary
2.4%
Industrials
1.6%
Retail
1.5%
Telecommunication
1.4%
Consumer products
0.8%
Materials
0.3%
Utilities
0.2%
Other/Unmapped
41.0%

Full portfolio 50 positions

Type Streak 8Q trend
XLK XLK $26,398,642 16.67% 138,561 $7,774,833 Down ×2
GOOGL Alphabet Inc. - Class A Common Stock $15,513,077 9.79% 43,409 $3,000,190 Down ×2
AAPL Apple Inc. - Common Stock $14,763,202 9.32% 51,020 $1,804,685 Down ×2
V Visa Inc. $7,617,284 4.81% 22,202 $989,161 Up ×2
DGRO $6,907,804 4.36% 91,144 $549,566 Up ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $6,486,833 4.10% 13,583 $1,935,660 Up ×1
DBEU $5,527,065 3.49% 102,435 $541,304 Up ×1
JAAA $4,889,906 3.09% 96,849 $74,584 Up ×2
JBBB $4,195,684 2.65% 88,610 $143,146 Up ×2
XOM Exxon Mobil Corporation Common Stock $4,187,323 2.64% 30,627 $-1,024,971 Down ×1
META Meta Platforms, Inc. - Class A Common Stock $3,972,323 2.51% 7,052 $66,390 Up ×1
BLK BlackRock, Inc. Common Stock $3,875,087 2.45% 4,030 $3,243 Up ×1
MSFT Microsoft Corporation - Common Stock $3,621,532 2.29% 9,709 $337,724 Up ×2
TD Toronto Dominion Bank (The) Common Stock $3,608,292 2.28% 29,715 $848,649 Up ×1
AMGN Amgen Inc. - Common Stock $3,409,360 2.15% 9,415 $175,859 Up ×2
XLI XLI $3,254,676 2.05% 17,571 $412,918
CVS CVS Health Corporation Common Stock $2,987,533 1.89% 28,879 $977,004 Up ×2
JPST $2,746,058 1.73% 54,302 $86,930 Up ×1
MTUM $2,694,709 1.70% 7,860 $974,664 Up ×2
EXPE Expedia Group, Inc. - Common Stock $2,633,773 1.66% 10,293 $266,458 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $2,593,442 1.64% 7,340 $473,547 Down ×2
XLV XLV $2,537,925 1.60% 15,996 $195,684 Up ×2
PSX Phillips 66 Common Stock $2,465,072 1.56% 14,582 $-191,309 Up ×1
AMZN Amazon.com, Inc. - Common Stock $2,413,193 1.52% 10,125 $423,173 Up ×2
VZ Verizon Communications Inc. Common Stock $2,293,727 1.45% 54,174 $-403,218 Up ×2
IDMO $1,780,967 1.12% 29,540 $206,511 Up ×2
HCA HCA Healthcare, Inc. Common Stock $1,625,062 1.03% 4,168 Up ×1
UFPI UFP Industries, Inc. - Common Stock $1,503,290 0.95% 16,567 $-29,310 Down ×2
SCHX $1,447,626 0.91% 49,189 $210,877 Up ×1
LEN Lennar Corporation Class A Common Stock $1,233,922 0.78% 13,636 $4,615 Down ×2
UBER Uber Technologies, Inc. Common Stock $1,096,904 0.69% 15,201 $-25,276 Down ×2
COWZ $1,074,194 0.68% 17,270 $977 Up ×2
NVDA NVIDIA Corporation - Common Stock $1,003,053 0.63% 5,013 $134,715 Up ×1
NKE Nike, Inc. Common Stock $775,024 0.49% 18,880 $-637,911 Down ×2
CMCSA Comcast Corporation - Class A Common Stock $546,311 0.34% 22,253 $-144,968 Down ×2
NUE Nucor Corporation Common Stock $543,510 0.34% 2,440 $88,631 Down ×2
IBM International Business Machines Corporation Common Stock $410,964 0.26% 1,461 $57,187 Up ×2
JSCP $406,390 0.26% 8,620 $141,510 Up ×2
COLM Columbia Sportswear Company - Common Stock $402,572 0.25% 6,512 $-84,799 Down ×2
SGVT $355,870 0.22% 3,533 $2,942 Up ×2
CVX Chevron Corporation Common Stock $355,058 0.22% 2,142 $-88,122
MRK Merck & Company, Inc. Common Stock (new) $346,558 0.22% 2,697 $22,742 Up ×1
SCHA $340,176 0.21% 9,415 $70,395 Up ×1
Q Qnity Electronics, Inc. Common Stock $325,408 0.21% 1,993 $97,829 Up ×1
WTRG Essential Utilities, Inc. Common Stock $290,964 0.18% 7,595 $-14,887
FULT Fulton Financial Corporation - Common Stock $246,520 0.16% 10,191 $39,235
IVV $236,685 0.15% 316 $30,246
GBLI Global Indemnity Group, LLC - Class A Common Shares $212,304 0.13% 8,482 $-18,661
QQQ Invesco QQQ Trust, Series 1 $212,083 0.13% 288 Up ×1
PSEC Prospect Capital Corporation - Closed End Fund $23,100 0.01% 10,000 $-3,000

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
HCA $1,625,062 4,168 1.03%
QQQ $212,083 288 0.13%

Top movers (QoQ)

Security Action Shares Δ Value Δ
XLK Trimmed -2K +$7.8M
GOOGL Trimmed -105 +$3.0M
TSM Bought more +116 +$1.9M
AAPL Trimmed -40 +$1.8M
XOM Trimmed -95 -$1.0M
V Bought more +272 +$989K
CVS Bought more +885 +$977K
MTUM Bought more +693 +$975K
TD Bought more +140 +$849K
NKE Trimmed -8K -$638K