Dynamic Financial Group
SEC Form 13F institutional filer · CIK 0002061178
13F-HR · 33 reported holdings · 2026-03-31
Reported long-US-equity value
$0.04B
Top-10 concentration
77.0%
Dynamic Financial Group — $42.9M AUM allocation strategy
Dynamic Financial Group files SEC Form 13F and reports $42.9M of long US equity value across 33 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 15.5%, followed by Industrials 11.7% and Financials 6.8%.
The top 10 holdings account for 77% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Dynamic Financial Group — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$42.9M
total across 33 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
77% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PFE +6.96K sh · +$390K+$IVV +6.43K sh · +$579K+$T +3.26K sh · +$205K
Exited to nil (held last quarter, gone now)
$LLY ($213K last qtr)$TSLA ($207K last qtr)$VTI ($204K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Integrated Telecommunication Services12.2%—
- Agricultural & Farm Machinery11.7%—
- Steel5.6%—
- Pharmaceuticals4.5%—
- Interactive Media & Services3.3%—
- Technology Hardware, Storage & Peripherals3.2%—
- Asset Management & Custody Banks3.2%—
- Multi-Sector Holdings2.1%—
- Other holdings54.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $DE | Deere & Company | 8.92K | $5.02M | -1.58K | 11.7% |
| $VZ | Verizon Communications Inc | 87.1K | $4.37M | -236 | 10.2% |
| $NUE | Nucor Corporation | 268K | $2.41M | +289 | 5.6% |
| $PFE | Pfizer Inc | 68.1K | $1.91M | +6.96K | 4.5% |
| $AAPL | Apple Inc | 5.48K | $1.39M | -3 | 3.2% |
| $BLK | BlackRock Inc | 13.9K | $1.39M | +2 | 3.2% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 1.85K | $888K | -35 | 2.1% |
| $T | AT&T Inc | 29.9K | $868K | +3.26K | 2.0% |
…and 25 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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