Back to funds
View filing
Leverty Financial Group, LLC
hedge fundUpdated 28 days agoManaged by Leverty Financial Group, Llc • Latest filing Q3 2026
Portfolio value
$548.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
43.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $418.1M |
| Q1 2026 | $452M |
| Q2 2026 | $514.1M |
| Q3 2026 | $548.5M |
Top holdings
48 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $191.7M | 250.4K | 34.96% | Trimmed(-3.0%) | |
| 2 | $66.7M | 688.2K | 12.16% | Added(+8.6%) | |
| 3 | $43.9M | 977.6K | 8.00% | Added(+335.8%) | |
| 4 | $42.3M | 587.9K | 7.71% | Added(+14.8%) | |
| 5 | $38.3M | 471.9K | 6.98% | Added(+7.9%) | |
| 6 | $28.8M | 354.2K | 5.25% | Added(+2.5%) | |
| 7 | $27.6M | 1.10M | 5.03% | Trimmed(-32.1%) | |
| 8 | $25.6M | 508.6K | 4.67% | Added(+0.8%) | |
| 9 | $17.7M | 590.2K | 3.23% | Added(+2.4%) | |
| 10 | $8.6M | 314.8K | 1.58% | Added(+3.4%) | |
| 11 | $7.8M | 301.1K | 1.42% | Added(+79.7%) | |
| 12 | $6.6M | 131.4K | 1.21% | Added(+32.8%) | |
| 13 | $6.2M | 8.2K | 1.14% | Trimmed(-2.1%) | |
| 14 | ? N/A AB ACTIVE ETFS INC | $5.7M | 238.2K | 1.04% | Added(+217.1%) |
| 15 | $5.6M | 117.6K | 1.02% | Trimmed(-47.6%) | |
| 16 | $5.4M | 33.1K | 0.99% | Added(+76.5%) | |
| 17 | $4.9M | 46.9K | 0.89% | Trimmed(-0.1%) | |
| 18 | $2.1M | 7.6K | 0.38% | Trimmed(-0.6%) | |
| 19 | $1.6M | 11.5K | 0.28% | Trimmed(-7.2%) | |
| 20 | $847K | 16.9K | 0.15% | Trimmed(-3.7%) |