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Flavin Financial Services, Inc.

Q1 2026 · 13F-HR

Flavin Financial Services, Inc.holdings as filed

Filed 2026-05-07 · accession 0002052798-26-000006

$148.6M
Reported value
72
Positions
2026-03-31
Period end
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The Brief · Flavin Financial Services, Inc. · Q1 2026

AI · grounded in 13F

Flavin Financial Services, Inc. increased its position in AVGO by 153.53%. The fund also accumulated shares in LMT by 2.45% and PSX by 1.83%. Meanwhile, the fund trimmed its holding in COF by 1.12%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$9.0M6.08%178,486CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$7.5M5.08%165,493CommonNONE
46436E841IBTHISHARES TR$7.2M4.85%321,631CommonNONE
87283Q883TFLRT ROWE PRICE ETF INC$6.8M4.59%135,372CommonNONE
037833100AAPLAPPLE INC$5.9M3.99%23,342CommonNONE
594918104MSFTMICROSOFT CORP$5.6M3.79%15,234CommonNONE
316092618FDHYFIDELITY COVINGTON TRUST$5.4M3.63%111,008CommonNONE
931142103WMTWALMART INC$4.9M3.30%39,508CommonNONE
02079K107GOOGALPHABET INC$4.9M3.29%17,065CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.6M3.08%15,580CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.6M2.43%7,533CommonNONE
46434V407SHYGISHARES TR$3.2M2.19%76,780CommonNONE
65339F101NEENEXTERA ENERGY INC$3.2M2.17%34,650CommonNONE
67066G104NVDANVIDIA CORPORATION$3.1M2.07%17,651CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.1M2.06%5,062CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.9M1.94%13,877CommonNONE
46434V621DGROISHARES TR$2.8M1.89%40,118CommonNONE
464287200IVVISHARES TR$2.8M1.89%4,302CommonNONE
437076102HDHOME DEPOT INC$2.7M1.79%8,102CommonNONE
46090E103QQQINVESCO QQQ TR$2.5M1.68%4,327CommonNONE
17275R102CSCOCISCO SYS INC$2.5M1.68%32,154CommonNONE
68389X105ORCLORACLE CORP$2.4M1.65%16,623CommonNONE
58933Y105MRKMERCK & CO INC$2.4M1.63%20,133CommonNONE
718546104PSXPHILLIPS 66$2.4M1.60%13,030CommonNONE
464287804IJRISHARES TR$2.4M1.60%19,071CommonNONE
92826C839VVISA INC$2.3M1.57%7,701CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.2M1.48%8,123CommonNONE
742718109PGPROCTER & GAMBLE CO$2.1M1.43%14,665CommonNONE
30303M102METAMETA PLATFORMS INC$2.0M1.36%3,542CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.9M1.25%1,871CommonNONE
760759100RSGREPUBLIC SVCS INC$1.9M1.25%8,456CommonNONE
580135101MCDMCDONALDS CORP$1.8M1.20%5,743CommonNONE
911312106UPSUNITED PARCEL SVCS INC$1.8M1.20%18,056CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.7M1.16%2,537CommonNONE
922908769VTIVANGUARD INDEX FDS$1.5M1.03%4,793CommonNONE
713448108PEPPEPSICO INC$1.5M1.00%9,558CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$1.4M0.97%28,867CommonNONE
031162100AMGNAMGEN INC$1.3M0.89%3,763CommonNONE
921910873MGCVANGUARD WORLD FD$1.3M0.89%5,569CommonNONE
315912808ONEQFIDELITY COMWLTH TR$1.2M0.79%13,850CommonNONE
023135106AMZNAMAZON COM INC$1.1M0.76%5,423CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.75%22,247CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.1M0.74%4,645CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.70%4,255CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$1.0M0.69%16,653CommonNONE
626755102MUSAMURPHY USA INC$989,4220.67%2,003CommonNONE
02079K305GOOGLALPHABET INC$922,9150.62%3,209CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$777,8210.52%2,871CommonNONE
11135F101AVGOBROADCOM INC$766,5840.52%2,477CommonNONE
548661107LOWLOWES COS INC$761,6400.51%3,223CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$758,3800.51%10,446CommonNONE
14040H105COFCAPITAL ONE FINL CORP$706,5940.48%3,873CommonNONE
501044101KRKROGER CO$634,4520.43%8,768CommonNONE
438516106HONHONEYWELL INTL INC$628,3440.42%2,780CommonNONE
855244109SBUXSTARBUCKS CORP$560,8320.38%6,260CommonNONE
871829107SYYSYSCO CORP$544,0560.37%7,627CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$541,3360.36%17,485CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$503,2220.34%21,714CommonNONE
464287614IWFISHARES TR$457,2130.31%1,072CommonNONE
00287Y109ABBVABBVIE INC$428,0370.29%1,968CommonNONE
49177J102KVUEKENVUE INC$346,5810.23%20,103CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$345,8670.23%6,553CommonNONE
25459W862SPXLDIREXION SHARES ETF TRUST$320,2290.22%1,732CommonNONE
26922B527BGIGETF SER SOLUTIONS$319,8950.22%9,618CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$294,2670.20%1,447CommonNONE
30231G102XOMEXXON MOBIL CORP$281,0490.19%1,657CommonNONE
G5960L103MDTMEDTRONIC PLC$273,5990.18%3,158CommonNONE
00206R102TAT&T INC$234,0490.16%8,073CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$227,5390.15%1,552CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$227,2480.15%7,407CommonNONE
46436E858IBTGISHARES TR$227,1790.15%9,914CommonNONE
149123101CATCATERPILLAR INC$208,5640.14%294CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.