S Harris Financial Group, LLC
S Harris Financial Group, LLC reported 124 positions worth $129.0M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: FBND (12.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FBND | SH | $16.6M | 12.86% | 364,738 | — | — | |
| ▸ 2 | SDVY | SH | $12.7M | 9.85% | 294,596 | — | — | |
| ▸ 3 | JPIE | SH | $10.1M | 7.84% | 219,612 | — | — | |
| ▸ 4 | FENI | SH | $9.3M | 7.21% | 231,681 | — | — | |
| ▸ 5 | JPM | SH | $5.9M | 4.56% | 17,984 | — | — | |
| ▸ 6 | VOO | SH | $5.3M | 4.12% | 7,748 | — | — | |
| ▸ 7 | NVDA | SH | $3.9M | 3.00% | 19,368 | — | — | |
| ▸ 8 | MSFT | SH | $3.9M | 3.00% | 10,384 | — | — | |
| ▸ 9 | FDEM | SH | $3.2M | 2.46% | 87,529 | — | — | |
| ▸ 10 | AMZN | SH | $2.2M | 1.73% | 9,354 | — | — |
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Frequently Asked Questions
What stocks does S Harris Financial Group, LLC hold as of Q2 2026?
S Harris Financial Group, LLC reported 124 positions worth $129.0M in its Q2 2026 13F filing. Largest positions: FBND (12.9%), SDVY (9.8%), JPIE (7.8%), FENI (7.2%) and JPM (4.6%).
What did S Harris Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did S Harris Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.