Flagship Capital Management Inc. Portfolio Stock Holdings

According to the SEC 13F filed on July 21, 2026, Flagship Capital Management Inc. disclosed 50 stock positions valued at approximately $158.39M as of quarter-end June 30, 2026. The largest holdings include SELECT SECTOR SPDR TR, ALPHABET INC, and APPLE INC.

Report Period
June 30, 2026
No. of Stocks
50
Portfolio Value
$158.39M
Holdings by Sector
Flagship Capital Management Inc. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SELECT SECTOR SPDR TRXLKOther16.67%138,561-1,573-1.12%$26,398,642
ALPHABET INCGOOGLCommunication Services9.79%43,409-105-0.24%$15,513,077
APPLE INCAAPLTechnology9.32%51,020-40-0.08%$14,763,202
VISA INCVFinancial Services4.81%22,202+272+1.24%$7,617,284
ISHARES TRDGROOther4.36%91,144+545+0.60%$6,907,804
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology4.10%13,583+116+0.86%$6,486,833
DBX ETF TRDBEUOther3.49%102,435+100+0.10%$5,527,065
JANUS DETROIT STR TRJAAAOther3.09%96,849+1,250+1.31%$4,889,906
JANUS DETROIT STR TRJBBBOther2.65%88,610+1,655+1.90%$4,195,684
EXXON MOBIL CORPXOMEnergy2.64%30,627-95-0.31%$4,187,323
META PLATFORMS INCMETACommunication Services2.51%7,052+225+3.30%$3,972,323
BLACKROCK INCBLKOther2.45%4,030+4+0.10%$3,875,087
MICROSOFT CORPMSFTTechnology2.29%9,709+838+9.45%$3,621,532
TORONTO DOMINION BK ONTTDFinancial Services2.28%29,715+140+0.47%$3,608,292
AMGEN INCAMGNHealthcare2.15%9,415+225+2.45%$3,409,360
SELECT SECTOR SPDR TRXLIOther2.05%17,571--$3,254,676
CVS HEALTH CORPCVSHealthcare1.89%28,879+885+3.16%$2,987,533
J P MORGAN EXCHANGE TRADED FJPSTOther1.73%54,302+1,760+3.35%$2,746,058
ISHARES TRMTUMOther1.70%7,860+693+9.67%$2,694,709
EXPEDIA GROUP INCEXPEConsumer Cyclical1.66%10,293+40+0.39%$2,633,773
ALPHABET INCGOOGCommunication Services1.64%7,340-50-0.68%$2,593,442
SELECT SECTOR SPDR TRXLVOther1.60%15,996+20+0.13%$2,537,925
PHILLIPS 66PSXEnergy1.56%14,582+1+0.01%$2,465,072
AMAZON COM INCAMZNConsumer Cyclical1.52%10,125+570+5.97%$2,413,193
VERIZON COMMUNICATIONS INCVZCommunication Services1.45%54,174+450+0.84%$2,293,727
INVESCO EXCH TRADED FD TR IIIDMOOther1.12%29,540+830+2.89%$1,780,967
HCA HEALTHCARE INCHCAHealthcare1.03%4,168+4,168+100.00%$1,625,062
UFP INDUSTRIES INCUFPIBasic Materials0.95%16,567-70-0.42%$1,503,290
SCHWAB STRATEGIC TRSCHXOther0.91%49,189+954+1.98%$1,447,626
LENNAR CORPLENConsumer Cyclical0.78%13,636-520-3.67%$1,233,922
Showing 30 of 50 holdings in the latest reporting period.
Flagship Capital Management Inc. Portfolio Stock Holdings | InsiderSet