13F Insight
DOSSIER · 13F-HR · Q1 2026

Financially Speaking Inc

Financially Speaking's pension fund based in Chicago, IL — $21M in tracked AUM across 116 positions as of Q1 2026.

FS
Financially Speaking·Chicago, IL·Pension Fund
CIK 0002040901 · last filed Mar 31, 2026
Total AUM
$21M
▲ 14.7%
vs prior
Holdings
116
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
42% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Financially Speaking Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JPST
J P MORGAN EXCHANGE TRADED F
$8M149K36.6%
02
316188408
FIDELITY MERRIMACK STR TR
$8M151K36.6%
03
PLTR
PALANTIR TECHNOLOGIES INC
$757,1465K3.7%
04
SDY
SPDR SERIES TRUST
$449,8173K2.2%
05
NVDA
NVIDIA CORPORATION
$438,6163K2.1%
06
XOM
EXXON MOBIL CORP
$348,1432K1.7%
07
XEL
XCEL ENERGY INC
$302,4854K1.5%
08
JNJ
JOHNSON & JOHNSON
$217,7978911.1%
09
G5960L103
MEDTRONIC PLC
$213,8532K1.0%
10
COST
COSTCO WHOLESALE CORPORATION
$204,2692051.0%

Filing history

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