Flagship Capital Management Inc.

CIK 2106796 · Ver em SEC EDGAR ↗

Valor do portfólio
$158.4M
#7.218 de 9.443 por valor 13F · top 76.4%
Posições
50
Em
30 de Junho de 2026

Valor do portfólio QoQ: +16.4% 13F não divulga caixa

Peso das 10 principais posições
60,92%
Peso das 25 principais posições
89,40%
Posições acima de 1%
27
Número efetivo de posições
16,2

Baseado apenas em participações de ações longas 13F (caixa, títulos, posições vendidas não divulgadas)

Giro Q2 2026: 0,7% Est. compras $3.549.024 · vendas $1.032.398

Novas posições
2
Aumentou
29
Diminuído
12
Fechado
0
Nesta página

Distribuição setorial

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%
Outros/Não mapeado
41,0%

Portfólio completo 50 posições

Tipo Sequência Tendência de 8T
XLK XLK $26.398.642 16,67% 138.561 $7.774.833 Baixa ×2
GOOGL Alphabet Inc. - Class A Common Stock $15.513.077 9,79% 43.409 $3.000.190 Baixa ×2
AAPL Apple Inc. - Common Stock $14.763.202 9,32% 51.020 $1.804.685 Baixa ×2
V Visa Inc. $7.617.284 4,81% 22.202 $989.161 Alta ×2
DGRO $6.907.804 4,36% 91.144 $549.566 Alta ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $6.486.833 4,10% 13.583 $1.935.660 Alta ×1
DBEU $5.527.065 3,49% 102.435 $541.304 Alta ×1
JAAA $4.889.906 3,09% 96.849 $74.584 Alta ×2
JBBB $4.195.684 2,65% 88.610 $143.146 Alta ×2
XOM Exxon Mobil Corporation Common Stock $4.187.323 2,64% 30.627 $-1.024.971 Baixa ×1
META Meta Platforms, Inc. - Class A Common Stock $3.972.323 2,51% 7.052 $66.390 Alta ×1
BLK BlackRock, Inc. Common Stock $3.875.087 2,45% 4.030 $3.243 Alta ×1
MSFT Microsoft Corporation - Common Stock $3.621.532 2,29% 9.709 $337.724 Alta ×2
TD Toronto Dominion Bank (The) Common Stock $3.608.292 2,28% 29.715 $848.649 Alta ×1
AMGN Amgen Inc. - Common Stock $3.409.360 2,15% 9.415 $175.859 Alta ×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 Alta ×2
JPST $2.746.058 1,73% 54.302 $86.930 Alta ×1
MTUM $2.694.709 1,70% 7.860 $974.664 Alta ×2
EXPE Expedia Group, Inc. - Common Stock $2.633.773 1,66% 10.293 $266.458 Alta ×1
GOOG Alphabet Inc. - Class C Capital Stock $2.593.442 1,64% 7.340 $473.547 Baixa ×2
XLV XLV $2.537.925 1,60% 15.996 $195.684 Alta ×2
PSX Phillips 66 Common Stock $2.465.072 1,56% 14.582 $-191.309 Alta ×1
AMZN Amazon.com, Inc. - Common Stock $2.413.193 1,52% 10.125 $423.173 Alta ×2
VZ Verizon Communications Inc. Common Stock $2.293.727 1,45% 54.174 $-403.218 Alta ×2
IDMO $1.780.967 1,12% 29.540 $206.511 Alta ×2
HCA HCA Healthcare, Inc. Common Stock $1.625.062 1,03% 4.168 Alta ×1
UFPI UFP Industries, Inc. - Common Stock $1.503.290 0,95% 16.567 $-29.310 Baixa ×2
SCHX $1.447.626 0,91% 49.189 $210.877 Alta ×1
LEN Lennar Corporation Class A Common Stock $1.233.922 0,78% 13.636 $4.615 Baixa ×2
UBER Uber Technologies, Inc. Common Stock $1.096.904 0,69% 15.201 $-25.276 Baixa ×2
COWZ $1.074.194 0,68% 17.270 $977 Alta ×2
NVDA NVIDIA Corporation - Common Stock $1.003.053 0,63% 5.013 $134.715 Alta ×1
NKE Nike, Inc. Common Stock $775.024 0,49% 18.880 $-637.911 Baixa ×2
CMCSA Comcast Corporation - Class A Common Stock $546.311 0,34% 22.253 $-144.968 Baixa ×2
NUE Nucor Corporation Common Stock $543.510 0,34% 2.440 $88.631 Baixa ×2
IBM International Business Machines Corporation Common Stock $410.964 0,26% 1.461 $57.187 Alta ×2
JSCP $406.390 0,26% 8.620 $141.510 Alta ×2
COLM Columbia Sportswear Company - Common Stock $402.572 0,25% 6.512 $-84.799 Baixa ×2
SGVT $355.870 0,22% 3.533 $2.942 Alta ×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 Alta ×1
SCHA $340.176 0,21% 9.415 $70.395 Alta ×1
Q Qnity Electronics, Inc. Common Stock $325.408 0,21% 1.993 $97.829 Alta ×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 Alta ×1
PSEC Prospect Capital Corporation - Closed End Fund $23.100 0,01% 10.000 $-3.000

Maiores novas apostas

Novas posições abertas neste trimestre, maiores primeiro.

Título Valor Ações % do portfólio
HCA $1.625.062 4.168 1,03%
QQQ $212.083 288 0,13%

Maiores variações (QoQ)

Título Movimento Ações Δ Valor Δ
XLK Reduziu -2K +$7.8M
GOOGL Reduziu -105 +$3.0M
TSM Comprou mais +116 +$1.9M
AAPL Reduziu -40 +$1.8M
XOM Reduziu -95 -$1.0M
V Comprou mais +272 +$989K
CVS Comprou mais +885 +$977K
MTUM Comprou mais +693 +$975K
TD Comprou mais +140 +$849K
NKE Reduziu -8K -$638K