Worthington Financial Partners, LLC
Worthington Financial Partners, LLC reported 99 positions worth $120.8M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: MU (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MU | SH | $9.4M | 7.79% | 8,150 | — | — | |
| ▸ 2 | FPX | SH | $4.9M | 4.08% | 23,924 | — | — | |
| ▸ 3 | CGUS | SH | $4.8M | 3.94% | 106,937 | — | — | |
| ▸ 4 | CGGR | SH | $3.4M | 2.85% | 72,834 | — | — | |
| ▸ 5 | FVD | SH | $3.2M | 2.69% | 67,315 | — | — | |
| ▸ 6 | MSFT | SH | $2.9M | 2.37% | 7,681 | — | — | |
| ▸ 7 | EXMOC | SH | $2.6M | 2.17% | 19,182 | — | — | |
| ▸ 8 | TSM | SH | $2.5M | 2.06% | 5,219 | — | — | |
| ▸ 9 | CGGG | SH | $2.3M | 1.91% | 80,327 | — | — | |
| ▸ 10 | MPWR | SH | $2.2M | 1.85% | 1,613 | — | — |
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Frequently Asked Questions
What stocks does Worthington Financial Partners, LLC hold as of Q2 2026?
Worthington Financial Partners, LLC reported 99 positions worth $120.8M in its Q2 2026 13F filing. Largest positions: MU (7.8%), FPX (4.1%), CGUS (3.9%), CGGR (2.8%) and FVD (2.7%).
What did Worthington Financial Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Worthington Financial Partners, 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.