Second-Half-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  "AXP",
  "T",
  null,
  "AVGO",
  "LOW",
  "DUK",
  "NUV",
  "D",
  "RUM",
  null,
  null,
  null,
  null,
  "HD",
  "MCD",
  "META",
  null,
  null,
  null,
  "LIN",
  null,
  "PWR",
  "MSFT",
  null,
  "PGR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "VZ",
  null,
  "ROP",
  "GLD",
  null,
  null,
  "AMT",
  "TJX",
  "UBER",
  "RCL",
  "IEF",
  null,
  "STWD",
  "AMD",
  "DRI",
  "AMZN",
  "MSI",
  null,
  null,
  "V",
  "WMT",
  "SCHD",
  "DIA",
  null,
  null,
  "BRK-B",
  "BR",
  "CHE",
  "CPRT",
  "FANG",
  null,
  "RSP",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 82
Total Value: 201680017
Accession Number: 0001946654-25-000002
Form Type: 13F-HR
CIK: second-half-financial-partners
Manager Name: Second-Half-Financial-Partners

Data Enrichment

66% identified

54 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $201.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.6K

Value:$566.0K

% of Portfolio:0.3% ($566.0K/$201.7M)

COPART INC

CPRT|217204106

Shares:9.9K

Value:$560.4K

% of Portfolio:0.3% ($560.4K/$201.7M)

81369Y852

Shares:5.7K

Value:$554.3K

% of Portfolio:0.3% ($554.3K/$201.7M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.9K

Value:$548.2K

% of Portfolio:0.3% ($548.2K/$201.7M)

CHEMED CORP

CHE|16359R103

Shares:868

Value:$534.1K

% of Portfolio:0.3% ($534.1K/$201.7M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:3.1K

Value:$502.8K

% of Portfolio:0.2% ($502.8K/$201.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.4K

Value:$499.3K

% of Portfolio:0.2% ($499.3K/$201.7M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:846

Value:$498.8K

% of Portfolio:0.2% ($498.8K/$201.7M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:2.0K

Value:$497.0K

% of Portfolio:0.2% ($497.0K/$201.7M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:6.8K

Value:$480.4K

% of Portfolio:0.2% ($480.4K/$201.7M)

81369Y704

Shares:3.6K

Value:$467.1K

% of Portfolio:0.2% ($467.1K/$201.7M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:1.8K

Value:$452.2K

% of Portfolio:0.2% ($452.2K/$201.7M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:2.1K

Value:$423.2K

% of Portfolio:0.2% ($423.2K/$201.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.7K

Value:$414.3K

% of Portfolio:0.2% ($414.3K/$201.7M)

46138E362

Shares:8.1K

Value:$407.6K

% of Portfolio:0.2% ($407.6K/$201.7M)

Motorola Solutions, Inc.

MSI|620076307

Shares:927

Value:$405.9K

% of Portfolio:0.2% ($405.9K/$201.7M)

464287432

Shares:4.3K

Value:$393.3K

% of Portfolio:0.2% ($393.3K/$201.7M)

HOME DEPOT, INC.

HD|437076102

Shares:1.0K

Value:$377.7K

% of Portfolio:0.2% ($377.7K/$201.7M)

Meta Platforms, Inc.

META|30303M102

Shares:545

Value:$314.1K

% of Portfolio:0.2% ($314.1K/$201.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:589

Value:$313.7K

% of Portfolio:0.2% ($313.7K/$201.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.6K	QoQ -0.53% (-14) YoY NEW(+2.6K)	All Managers (Combined)	$566.0K	0.3% ($566.0K/$201.7M)	QoQ +18.00% (-$86.4K) YoY NEW(+$566.0K)
COPART INC(CPRTcusip217204106)	9.9K	QoQ +27.80% (+2.2K) YoY NEW(+9.9K)	All Managers (Combined)	$560.4K	0.3% ($560.4K/$201.7M)	QoQ +26.01% (+$115.7K) YoY NEW(+$560.4K)
(cusip81369Y852)✕	5.7K	QoQ -6.35% (-390) YoY +34.36% (+1.5K)	All Managers (Combined)	$554.3K	0.3% ($554.3K/$201.7M)	QoQ -6.70% (-$39.8K) YoY +58.70% (+$205.0K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.9K	QoQ -3.53% (-71) YoY NEW(+1.9K)	All Managers (Combined)	$548.2K	0.3% ($548.2K/$201.7M)	QoQ +13.93% (-$67.1K) YoY NEW(+$548.2K)
CHEMED CORP(CHEcusip16359R103)	868	QoQ -3.87% (-35) YoY NEW(+868)	All Managers (Combined)	$534.1K	0.3% ($534.1K/$201.7M)	QoQ +11.64% (-$55.7K) YoY NEW(+$534.1K)
Diamondback Energy, Inc.(FANGcusip25278X109)	3.1K	QoQ -11.08% (-392) YoY NEW(+3.1K)	All Managers (Combined)	$502.8K	0.2% ($502.8K/$201.7M)	QoQ -13.22% (-$76.6K) YoY NEW(+$502.8K)
AbbVie Inc.(ABBVcusip00287Y109)	2.4K	QoQ -3.60% (-89) YoY +0.04% (+1)	All Managers (Combined)	$499.3K	0.2% ($499.3K/$201.7M)	QoQ +13.66% (-$60.0K) YoY +15.10% (+$65.5K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	846	QoQ -2.75% (-24) YoY NEW(+846)	All Managers (Combined)	$498.8K	0.2% ($498.8K/$201.7M)	QoQ +10.28% (-$46.5K) YoY NEW(+$498.8K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	2.0K	QoQ -0.09% (-2) YoY NEW(+2.0K)	All Managers (Combined)	$497.0K	0.2% ($497.0K/$201.7M)	QoQ +7.13% (-$33.1K) YoY NEW(+$497.0K)
NEXTERA ENERGY INC(NEEcusip65339F101)	6.8K	QoQ -0.84% (-58) YoY -87.53% (-47.6K)	All Managers (Combined)	$480.4K	0.2% ($480.4K/$201.7M)	QoQ -1.95% (-$9.6K) YoY -86.17% (-$3.0M)
(cusip81369Y704)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$467.1K	0.2% ($467.1K/$201.7M)	QoQ NEW(+$467.1K) YoY NEW(+$467.1K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	1.8K	QoQ +29.47% (+405) YoY NEW(+1.8K)	All Managers (Combined)	$452.2K	0.2% ($452.2K/$201.7M)	QoQ +4.12% (+$17.9K) YoY NEW(+$452.2K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	2.1K	QoQ +17.84% (+312) YoY +5.96% (+116)	All Managers (Combined)	$423.2K	0.2% ($423.2K/$201.7M)	QoQ +4.94% (+$20.0K) YoY +56.60% (+$153.0K)
Alphabet Inc.(GOOGLcusip02079K305)	2.7K	QoQ +5.38% (-137) YoY NEW(+2.7K)	All Managers (Combined)	$414.3K	0.2% ($414.3K/$201.7M)	QoQ -13.90% (-$66.9K) YoY NEW(+$414.3K)
(cusip46138E362)✕	8.1K	QoQ -4.83% (-412) YoY -6.03% (-521)	All Managers (Combined)	$407.6K	0.2% ($407.6K/$201.7M)	QoQ -1.04% (-$4.3K) YoY +6.30% (-$24.2K)
Motorola Solutions, Inc.(MSIcusip620076307)	927	QoQ +62.34% (+356) YoY NEW(+927)	All Managers (Combined)	$405.9K	0.2% ($405.9K/$201.7M)	QoQ +53.74% (+$141.9K) YoY NEW(+$405.9K)
(cusip464287432)✕	4.3K	QoQ +0.74% (+32) YoY NEW(+4.3K)	All Managers (Combined)	$393.3K	0.2% ($393.3K/$201.7M)	QoQ +5.01% (+$18.8K) YoY NEW(+$393.3K)
HOME DEPOT, INC.(HDcusip437076102)	1.0K	QoQ -2.82% (-30) YoY +1.47% (-15)	All Managers (Combined)	$377.7K	0.2% ($377.7K/$201.7M)	QoQ -8.44% (-$34.9K) YoY -3.04% (-$11.9K)
Meta Platforms, Inc.(METAcusip30303M102)	545	QoQ -19.85% (-135) YoY NEW(+545)	All Managers (Combined)	$314.1K	0.2% ($314.1K/$201.7M)	QoQ -21.10% (-$84.0K) YoY NEW(+$314.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	589	QoQ +2.97% (+17) YoY NEW(+589)	All Managers (Combined)	$313.7K	0.2% ($313.7K/$201.7M)	QoQ +20.98% (+$54.4K) YoY NEW(+$313.7K)