Turner Financial Group, Inc. Top Holdings and 13F Report (2026)

About Turner Financial Group, Inc.

Investment Activity

Turner Financial Group, Inc. has $96.39 million in total holdings as of September 30, 2026.
Turner Financial Group, Inc. owns shares of 100 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 13.00% of the portfolio was purchased this quarter.
About 14.61% of the portfolio was sold this quarter.
This quarter, Turner Financial Group, Inc. has purchased 112 new stocks and bought additional shares in 38 stocks.
Turner Financial Group, Inc. sold shares of 47 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

Tesla: $13,195,840
TIDAL TRUST I: $8,256,407
Bridges Capital Tactical ETF: $5,373,800
Advanced Micro Devices: $4,104,105
FolioBeyond Alternative Income and Interest Rate Hedge ETF: $2,817,689

Largest New Holdings this Quarter

443510607 - Hubbell: $2,119,248 Holding
18915M107 - Cloudflare: $739,949 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $534,139 Holding
25461A809 - DIREXION SHARES ETF TRUST: $463,360 Holding
80004C200 - SANDISK CORP: $304,261 Holding

Largest Purchases this Quarter

Hubbell: 4,672 shares (about $2.12M)
FolioBeyond Alternative Income and Interest Rate Hedge ETF: 52,156 shares (about $1.93M)
CrowdStrike: 3,493 shares (about $924.86K)
SPACE EXPLORATION TECHN CORP: 5,833 shares (about $879.98K)
Cloudflare: 2,131 shares (about $739.95K)

Largest Sales this Quarter

T. Rowe Price U.S. High Yield ETF: 31,980 shares (about $1.59M)
Advanced Micro Devices: 849 shares (about $519.36K)
TIDAL TRUST I: 19,356 shares (about $370.06K)
Teradyne: 921 shares (about $369.13K)
Direxion Daily MSFT Bull 2X ETF: 8,471 shares (about $332.92K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TSLA Tesla	$13,195,840	$42,578 ▼	-0.3%	37,191	13.7%	Consumer Discretionary
TIDAL TRUST I	$8,256,407	$370,061 ▼	-4.3%	431,850	8.6%	FOLI EN FIXE ETF
BDGS Bridges Capital Tactical ETF	$5,373,800	$151,821 ▼	-2.7%	141,476	5.6%	ETF
AMD Advanced Micro Devices	$4,104,105	$519,360 ▼	-11.2%	6,709	4.3%	Technology
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF	$2,817,689	$1,932,913 ▲	218.5%	76,030	2.9%	ETF
SGOL abrdn Physical Gold Shares ETF	$2,646,184	$122,004 ▼	-4.4%	66,890	2.7%	ETF
TSLL Direxion Daily TSLA Bull 2X ETF	$2,571,923	$251,839 ▲	10.9%	285,452	2.7%	ETF
MU Micron Technology	$2,303,152	$291,889 ▲	14.5%	2,162	2.4%	Technology
HUBB Hubbell	$2,119,248	$2,119,248 ▲	New Holding	4,672	2.2%	Industrials
ARK ETF TR	$2,099,433	$3,742 ▲	0.2%	23,563	2.2%	INNOVATION ETF
ARKG ARK Genomic Revolution ETF	$2,074,060	$31,502 ▼	-1.5%	38,253	2.2%	ETF
PHYL PGIM Active High Yield Bond ETF	$2,046,123	$215,190 ▲	11.8%	61,206	2.1%	ETF
SPACE EXPLORATION TECHN CORP	$1,964,686	$879,983 ▲	81.1%	13,023	2.0%	CLASS A COM STK
THYF T. Rowe Price U.S. High Yield ETF	$1,938,032	$1,592,616 ▼	-45.1%	38,916	2.0%	ETF
JPIE JPMorgan Income ETF	$1,785,377	$139,339 ▲	8.5%	39,772	1.9%	ETF
MSFT Microsoft	$1,780,501	$16,928 ▲	1.0%	3,471	1.8%	Technology
NVDA NVIDIA	$1,556,410	$195,950 ▼	-11.2%	6,815	1.6%	Technology
PROSHARES TR	$1,278,804	$94,983 ▲	8.0%	84,187	1.3%	ULTRA BITCON ETF
CRWD CrowdStrike	$1,177,983	$924,858 ▲	365.4%	4,449	1.2%	Technology
AAPL Apple	$1,116,687	$227,134 ▲	25.5%	3,353	1.2%	Technology
MAR Marriott International	$1,013,382	$2,134 ▲	0.2%	2,849	1.1%	Consumer Discretionary
TBUX T. Rowe Price Ultra Short-Term Bond ETF	$996,180	$304,267 ▼	-23.4%	20,096	1.0%	ETF
SPSK SP Funds Dow Jones Global Sukuk ETF	$943,303	$37,763 ▲	4.2%	54,306	1.0%	ETF
ARKQ ARK Autonomous Technology & Robotics ETF	$930,351	$46,196 ▲	5.2%	7,673	1.0%	ETF
MSTR Strategy	$895,608	$31,691 ▼	-3.4%	5,850	0.9%	Technology
META Meta Platforms	$874,662	$52,219 ▼	-5.6%	1,206	0.9%	Communication Services
QYLD Global X Nasdaq 100 Covered Call ETF	$870,075	$118,832 ▲	15.8%	46,904	0.9%	ETF
BITMINE IMMERSION TECHS INC	$855,618	$27,540 ▲	3.3%	32,373	0.9%	COM NEW
GOOG Alphabet	$824,658	$15,335 ▲	1.9%	2,420	0.9%	Communication Services
SUSC iShares ESG Aware USD Corporate Bond ETF	$793,725	$41,169 ▲	5.5%	36,169	0.8%	ETF
AVGO Broadcom	$765,182	$21,421 ▲	2.9%	2,179	0.8%	Technology
NET Cloudflare	$739,949	$739,949 ▲	New Holding	2,131	0.8%	Technology
STRATEGY INC	$718,701	$164,416 ▲	29.7%	9,691	0.7%	SERIES A PERP PF
SPXX Nuveen S&P 500 Dynamic Overwrite Fund	$691,827	$85,517 ▲	14.1%	37,416	0.7%	Finance
SIVR abrdn Physical Silver Shares ETF	$687,148	$82,011 ▲	13.6%	11,990	0.7%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$683,366	$37,577 ▼	-5.2%	7,238	0.7%	ETF
TEMPUS AI INC	$677,631	$144,879 ▼	-17.6%	8,274	0.7%	CL A
CSCO Cisco Systems	$655,696	$22,710 ▼	-3.3%	6,092	0.7%	Technology
PANW Palo Alto Networks	$576,394	$288,793 ▲	100.4%	1,451	0.6%	Technology
LAM RESEARCH CORP	$562,421	$142,576 ▼	-20.2%	1,712	0.6%	COM NEW
PALANTIR TECHNOLOGIES INC	$534,139	$534,139 ▲	New Holding	2,856	0.6%	CL A
ARKX ARK Space Exploration & Innovation ETF	$523,862	$14,802 ▲	2.9%	16,422	0.5%	ETF
ROUNDHILL ETF TRUST	$521,274	$67,604 ▲	14.9%	8,636	0.5%	MEMORY ETF
ARK ETF TR	$513,234	$22,766 ▲	4.6%	11,272	0.5%	BLOC FIN INN ETF
AMZN Amazon.com	$475,734	$81,490 ▲	20.7%	1,909	0.5%	Consumer Discretionary
DIREXION SHARES ETF TRUST	$463,360	$463,360 ▲	New Holding	15,130	0.5%	DLY META BULL 2X
MPWR Monolithic Power Systems	$445,725	$47,131 ▼	-9.6%	331	0.5%	Technology
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$425,175	$2,912 ▼	-0.7%	8,176	0.4%	ETF
KLAC KLA	$412,540	$16,572 ▼	-3.9%	2,116	0.4%	Technology
HQH abrdn Healthcare Investors	$391,303	$22,686 ▲	6.2%	18,732	0.4%	Finance
CIEN Ciena	$390,449	$20,402 ▲	5.5%	1,110	0.4%	Technology
PRLB Proto Labs	$389,052	$70,280 ▼	-15.3%	4,102	0.4%	Industrials
FIX Comfort Systems USA	$369,660	$86,199 ▲	30.4%	223	0.4%	Industrials
CAH Cardinal Health	$357,718	$183,753 ▼	-33.9%	1,608	0.4%	Healthcare
AMAT Applied Materials	$353,403	$72,624 ▼	-17.0%	691	0.4%	Technology
TER Teradyne	$351,898	$369,132 ▼	-51.2%	878	0.4%	Technology
DELL Dell Technologies	$345,902		0.0%	643	0.4%	Technology
GOOGL Alphabet	$344,757	$54,019 ▼	-13.5%	1,002	0.4%	Communication Services
FTNT Fortinet	$340,332	$32,710 ▼	-8.8%	1,904	0.4%	Technology
ETF SER SOLUTIONS	$340,298	$18,956 ▼	-5.3%	2,244	0.4%	DEFIA QUANT ETF
KEYS Keysight Technologies	$335,645	$50,238 ▲	17.6%	922	0.3%	Technology
HPE Hewlett Packard Enterprise	$324,020	$4,152 ▲	1.3%	5,072	0.3%	Technology
NVDL GraniteShares 2x Long NVDA Daily ETF	$320,548	$52,788 ▼	-14.1%	8,732	0.3%	ETF
IGD Voya Global Equity Dividend and Premium Opportunity Fund	$319,972	$14,838 ▲	4.9%	51,775	0.3%	Finance
ARISTA NETWORKS INC	$319,502	$101,817 ▼	-24.2%	1,569	0.3%	COM SHS
GGLL Direxion Daily GOOGL Bull 2X ETF	$312,191	$77,252 ▼	-19.8%	3,140	0.3%	ETF
EXEL Exelixis	$311,784	$48,421 ▼	-13.4%	5,338	0.3%	Healthcare
VCYT Veracyte	$309,398	$1,704 ▼	-0.5%	6,720	0.3%	Healthcare
VTI Vanguard Total Stock Market ETF	$308,731	$5,613 ▼	-1.8%	825	0.3%	ETF
SANDISK CORP	$304,261	$304,261 ▲	New Holding	175	0.3%	COM
THEMES ETF TR	$301,376	$301,376 ▲	New Holding	29,988	0.3%	LEVERAGE SHS 2X
EXXONMOBIL HOLDINGS CORP	$293,402	$293,402 ▲	New Holding	1,803	0.3%	COM SHS
COHR Coherent	$290,225	$12,093 ▲	4.3%	1,008	0.3%	Technology
NVT nVent Electric	$287,699	$42,658 ▼	-12.9%	1,794	0.3%	Industrials
MRVL Marvell Technology	$284,975	$32,486 ▲	12.9%	1,079	0.3%	Technology
LIVN LivaNova	$275,140	$89,342 ▼	-24.5%	3,597	0.3%	Healthcare
SSRM Silver Standard Resources	$267,505	$172,439 ▼	-39.2%	8,028	0.3%	Materials
GLW Corning	$262,477	$85,955 ▼	-24.7%	1,707	0.3%	Technology
MSFU Direxion Daily MSFT Bull 2X ETF	$260,328	$332,916 ▼	-56.1%	6,624	0.3%	ETF
AVEM Avantis Emerging Markets Equity ETF	$252,867	$2,632 ▼	-1.0%	2,690	0.3%	ETF
SANM Sanmina	$250,258	$430 ▲	0.2%	1,164	0.3%	Technology
SYNA Synaptics	$248,181	$248,181 ▲	New Holding	2,448	0.3%	Technology
FLEX Flex	$246,696	$92,827 ▼	-27.3%	2,243	0.3%	Technology
JCI Johnson Controls International	$241,066	$17,240 ▼	-6.7%	1,622	0.3%	Industrials
AMZU Direxion Daily AMZN Bull 2X ETF	$238,006	$63,570 ▼	-21.1%	7,005	0.2%	ETF
LSCC Lattice Semiconductor	$236,108	$6,154 ▼	-2.5%	1,880	0.2%	Technology
OKTA Okta	$234,540	$234,540 ▲	New Holding	1,122	0.2%	Technology
STX Seagate Technology	$229,824	$41,534 ▼	-15.3%	249	0.2%	Technology
CRM Salesforce	$228,936	$228,936 ▲	New Holding	997	0.2%	Technology
IMSI Invesco Municipal Strategic Income ETF	$218,060	$2,731 ▲	1.3%	4,552	0.2%	ETF
VEEV Veeva Systems	$212,748	$163,345 ▼	-43.4%	745	0.2%	Healthcare
COREWEAVE INC	$212,418	$212,418 ▲	New Holding	2,438	0.2%	COM CL A
LFST LifeStance Health Group	$212,075	$69,641 ▼	-24.7%	17,629	0.2%	Healthcare
VMI Valmont Industries	$209,297	$34,265 ▼	-14.1%	452	0.2%	Industrials
HL Hecla Mining	$204,215	$95,627 ▼	-31.9%	11,991	0.2%	Materials
JNJ Johnson & Johnson	$204,087	$204,087 ▲	New Holding	771	0.2%	Healthcare
WTS Watts Water Technologies	$203,320	$54,903 ▼	-21.3%	574	0.2%	Industrials
NTLA Intellia Therapeutics	$147,614	$147,614 ▲	New Holding	12,240	0.2%	Healthcare
EDIT Editas Medicine	$115,537	$115,537 ▲	New Holding	44,956	0.1%	Healthcare
GUT The Gabelli Utility Trust	$101,367	$37,514 ▲	58.8%	17,815	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Turner Financial Group, Inc. Top Holdings and 13F Report (2026)

About Turner Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Turner Financial Group, Inc. Top Holdings and 13F Report (2026)

About Turner Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTurner Financial Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools