ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJAKALAMAN
1
2
TNFG HOLDINGS AS OF Q2 2026 - Updated 5.11.26PRICE TO EARNINGS
(P/E) RATIO
TNFG Buys/Sells
For QTR 1 2026 (In Progress)
3
TickerNameCategorySectorsIndustriesDomestic or InternationalAccount TypeTraditional
or ROTH
Market CapitalizationCurrent
Shares
Current
Price
Current
Value
Percentage
of Total
Change From Previous Day52-Week High52-Week LowMedian
Price
High
Value
Low
Value
Median
Value
YTDNotes for the YearBetaSP500 Ratio
as of 1.29.26
Analyst RatingUpside PotentialSince PreviousPredictions in 1-Month% Change Btwn
Column L and AB
2026 S/Price
Prediction
% Change Btwn
Column L and AD
Dividend
Stocks Y/N
Current FavoritesAll Other AccountsM1 Prime
*Trips/Taxes
4
CashCashCashCashCashDomesticVariousVarious0.5K59321.60$1.00$59,321.603.74%Since 12/31/24Hold 7.5% in Reserves of
Total value of Portfolio
Low31.52HoldN/AN/AN/AN/AN/AN/ABUYING
5
1AAPLApple IncEquityInformation TechnologyTechnology Hardware, Storage, PeripheralsDomesticVariousROTH4325.6B43.75$294.56$12,886.090.81%â–² 0.64%$294.90$193.46$244.18$12,900.96$8,463.28$10,682.12â–² 17.63%Buy Position in 2025
Tech/Health/Utilities Sectors
Moderately High35.63Moderate Buy10.78%Up$244.79-16.90%$206.98-29.73%BUYING
6
2ABBVAbbVie Common StockEquityHealthcareHealthcare & PharmaceuticalDomesticAfter-TaxVarious367.6B52.28$208.12$10,880.510.69%â–² 2.61%$244.81$176.57$210.69$12,798.67$9,231.08$11,014.87â–² 17.12%Buy Position in 2025
Tech/Health/Utilities Sectors
Moderately High102.63Moderate Buy12.40%Up$244.8017.62%$270.3229.89%BUYING IN CORRECTION
Column AC -20%
7
3AMDAdvanced Micro Devices IncEquityInformation TechnologySemiconductors & Semiconductor EquipmentDomesticAfter-TaxN/A713.9B361.80$437.76$158,382.759.99%â–¼ -4.58% $469.22$107.67$288.45$169,765.06$38,955.30$104,360.18â–² 262.41%Buy Position in 2025
Tech/Health/Utilities Sectors
High144.58Moderate Buy15.06%Up$273.97-37.42%$158.53-63.79%BUYING IN CORRECTION
Column AC -20%
8
4AMZNAmazon.com IncEquityInformation TechnologyInternet & Direct Marketing RetailDomesticVariousBOTH2844.1B105.06$264.33$27,771.541.75%â–¼ -1.74% $278.56$196.00$237.28$29,266.60$20,592.52$24,929.56â–² 20.48%Buy Position in 2025
Tech/Health/Utilities Sectors
Moderately High31.63Moderate Buy9.89%Up$252.19-4.59%$146.84-44.45%BUYING IN CORRECTION
Column AC -20%
9
5AXPAmerican Express CoEquityFinancialFinancialDomesticIRATRAD214.7B100.83$314.68$31,728.932.00%â–² 0.74%$387.49$281.46$334.48$39,070.31$28,379.39$33,724.85â–² 6.03%Buying Financial Stocks to Balance the PortfolioModerately Low19.62Hold-1.13%Down$378.5320.29%$307.61-2.25%BUYING
10
6BACBank of America CorpEquityFinancialFinancialDomesticIRAROTH362.0B221.25$51.04$11,292.600.71%â–² 1.00%$57.55$42.35$49.95$12,732.94$9,369.94$11,051.44â–² 16.13%Buying Financial Stocks to Balance the PortfolioModerately Low12.75Moderate Buy14.56%Up$50.37-1.31%$38.64-24.29%
11
7COSTCostco Wholesale CorpEquityConsumer DefensiveRetailDomesticIRAROTH452.5B26.43$1,020.30$26,963.061.70%â–² 2.08%$1,067.08$844.06$955.57$28,199.30$22,305.64$25,252.47â–² 11.35%Solid StapleModerately Low53.01Moderate Buy4.21%Up$1,010.89-0.92%$920.74-9.76%
12
8GOOGLAlphabet Inc Class AEquityInformation TechnologyInteractive Media & ServicesDomesticVariousBOTH4656.0B44.60$385.06$17,173.141.08%â–¼ -0.91% $402.00$156.16$279.08$17,928.64$6,964.52$12,446.58â–² 103.41%Buy Position in 2025
Tech/Health/Utilities Sectors
Moderately High29.41Moderate Buy1.36%Neutral$337.89-12.25%$233.37-39.39%
13
9IAUiShares Gold TrustCashGOLDGOLDDomesticIRAROTH148.4B236.60$88.40$20,915.441.32%â–¼ -0.74% $105.30$59.71$82.51$24,913.98$14,127.39$19,520.68â–² 78.55%Holding Some GoldModerately High#N/ABuy15.00%Neutral$102.5015.95%$125.0041.40%
14
10JPMJPMorgan Chase & CoEquityFinancialFinancialDomesticVariousVarious819.3B44.47$305.78$13,598.040.86%â–² 1.95%$337.25$256.00$296.63$14,997.51$11,384.32$13,190.91â–² 27.56%NeutralModerate14.63Hold10.78%Up$291.74-4.59%$278.97-8.77%
15
11LLYEli Lilly And CoEquityHealthcarePharmaceuticalsDomesticVariousN/A933.0B45.17$991.12$44,768.892.82%â–² 2.51%$1,133.95$623.78$878.87$51,220.52$28,176.14$39,698.33â–² 28.38%Buy Position in 2025
Tech/Health/Utilities Sectors
Moderately High35.12Buy14.15%Up$1,041.305.06%$1,533.3554.71%
16
12LMTLockheed Martin CorpEquityMachineryAero and MilitaryDomesticIRAROTH120.1B30.00$521.04$15,631.200.99%▲ 1.71%$692.00$410.11$551.06$20,760.00$12,303.30$16,531.65▲ 7.22%​​
17
13LOWLowe's Companies IncEquityRetailConsumer StapleDomesticVariousVarious126.7B27.05$226.21$6,118.840.39%â–² 0.08%$293.06$210.33$251.70$7,927.10$5,689.30$6,808.20â–¼ -8.34% NeutralModerate19.07Moderate Buy5.62%Down$260.3815.11%$241.186.62%
18
14METAMeta Platforms IncEquityInformation TechnologyInternet & Direct Marketing RetailDomesticIRAVarious1522.0B84.83$599.42$50,848.803.21%â–² 0.09%$796.25$520.26$658.26$67,545.89$44,133.66$55,839.77â–² 2.38%Buy Position in 2025
Tech/Health/Utilities Sectors
Moderately High21.82Moderate Buy17.27%Up$531.16-11.39%$406.55-32.18%BUYING IN CORRECTION
Column AC -10%
19
15MRKMerck & Co IncEquityHealthcareHealth ManufacturingDomesticAfter-TaxVarious279.3B83.07$113.12$9,396.880.59%â–² 1.64%$125.14$73.31$99.23$10,395.38$6,089.86$8,242.62â–² 13.71%NeutralModerate31.77Hold5.29%Down$104.34-7.76%$149.7732.40%
20
16MSFTMicrosoft CorpEquityInformation TechnologyTech & ManufacturingDomesticAfter-TaxN/A3031.8B10.31$408.30$4,209.570.27%â–¼ -1.06% $555.45$356.28$455.87$5,726.69$3,673.25$4,699.97â–¼ -3.13% BuyModerately High24.32Moderate Buy7.30%Down$460.0312.67%$382.55-6.31%
21
17NFLXNetflix IncEquityCommunicationCommunicationDomesticAfter-TaxN/A368.9B626.29$87.59$54,857.003.46%â–² 2.48%$134.12$75.01$104.57$83,998.40$46,978.23$65,488.32â–¼ -1.73% BuyModerately High28.32Moderate Buy40.47%Up$83.59-4.57%$77.50-11.52%BUYING IN CORRECTION
Column AC -10%
22
18NVDANVIDIA CorpEquityInformation TechnologySemiconductors & Semiconductor EquipmentDomesticVariousROTH5355.7B903.12$220.16$198,830.0812.54%â–² 0.33%$223.75$124.47$174.11$202,072.27$112,410.89$157,241.58â–² 63.94%Buy Position in 2025
Tech/Health/Utilities Sectors
Very High45.07Buy40.20%Up$187.82-14.69%$244.1810.91%
SELLING SOME SHARES
NORTH OF $200 PER SHARE
23
19ORealty Income CorpEquityRea EstateREITSDomesticVariousVarious58.4B751.70$62.63$47,078.972.97%▲ 0.42%$67.94$54.38$61.16$51,070.50$40,877.45$45,973.97▲ 17.26%​​
24
20OXYOccidental Petroleum CorpEquityIndustrialChemicalInternationalIRATRAD56.1B600.00$56.37$33,822.002.13%â–² 2.25%$67.45$38.80$53.13$40,470.00$23,280.00$31,875.00â–² 14.09%Bold Oil Buy but maybe I should have been Chevron $CVXModeratly High14.17Hold3.65%Neutral$54.71-2.94%$78.1038.55%
25
21REMXVanEck Rare Earth and Strategic Metals ETFEquityMaterialsMaterialsDomesticVariousROTH#N/A100.10$107.13$10,723.710.68%â–¼ -2.19% $111.55$35.72$73.64$11,166.16$3,575.57$7,370.86â–² 174.62%Rare Earth BuyVery High#N/ABuy10.00%Neutral$95.00-11.32%$115.007.35%
26
22SNDKSanDisk CorpEquityInformation TechnologyData storage devices and solutionsDomesticAfter-TaxN/A208.2B79.07$1,404.00$111,014.287.00%â–¼ -9.17% $1,600.00$35.79$817.90$126,512.00$2,829.92$64,670.96â–² 3800.00%Wild BuyModeratly High49.28Buy50.00%Neutral$488.63-65.20%$738.80-47.38%
27
23TSLATesla IncEquityConsumer DiscretionaryAutomobilesDomesticAfter-TaxROTH1357.2B8.41$433.12$3,640.760.23%â–¼ -2.72% $498.83$273.21$386.02$4,193.12$2,296.58$3,244.85â–² 7.25%NeutralVery High395.42Hold-2.42%Up$420.25-2.97%$227.68-47.43%
28
24TSMTaiwan Semicndctr Mnufctrng Co LtdEquityInformation TechnologySemiconductors & Semiconductor EquipmentInternationalAfter-TaxN/A1810.3B18.15$395.36$7,174.120.45%â–¼ -2.18% $420.00$187.72$303.86$7,621.24$3,406.33$5,513.78â–² 100.19%BuyVery High33.43Buy13.58%Down$308.43-21.99%$222.84-43.64%
29
25WDCWestern Digital CorpEquityInformation TechnologyData storage devices and solutionsDomesticVariousVarious165.1B20.00$478.72$9,574.400.60%▼ -7.19% $525.15$46.68$285.92$10,503.00$933.60$5,718.30▲ 962.17%Wild BuyModeratly High28.72Moderate Buy​
30
26WMTWalmart IncEquityConsumer Discretionary​​​​​
31
27XOMExxon Mobil CorpEquityEnergyOil, Gas & Consumable FuelsDomesticAfter-TaxROTH627.2B209.12$151.32$31,644.042.00%â–² 1.10%$176.41$101.19$138.80$36,890.86$21,160.85$29,025.86â–² 40.67%NeutralModerately High25.55Moderate Buy-4.77%Down$113.71-24.85%$120.59-20.31%
32
Total
Equities
64,155.05$356.54$1,030,247.2564.96%â–¼ -0.42% $425.59$210.79$318.19$27,303,426.19$13,523,094.56$20,413,260.37Rebalancing and Positioning through 2025, noted to grab more utilities and alternatives in the long runAlways looking at the upside to pick which stocks over anotherMore likely to Hold Dividend Producing Stocks and Selling Growth Stocks
33
34
QQQInvesco QQQ Trust, Series 1ETFVariousVariousDomesticNoneROTHN/A0.00$702.76$0.000.00%â–¼ -1.47% $714.59$505.58$610.09$0.00$0.00$0.00â–² 37.46%BuyNeutralN/A
35
VHTVanguard Health Care Index Fund ETFETFVariousVariousDomesticAfter-TaxROTHN/A45.91$273.07$12,536.640.79%â–² 1.91%$298.43$234.14$266.29$13,700.92$10,749.37$12,225.14â–² 7.64%BuyNeutralN/A
36
VOOGVanguard S&P 500 Growth Index Fund ETFETFVariousVariousDomesticNoneROTHN/A16.81$81.27$1,365.780.09%â–¼ -0.72% $82.19$59.81$71.00$1,381.24$1,005.14$1,193.19â–² 33.21%
Dividend Holding Position
to Buy when Stock drop 15%
NeutralN/A
37
VOOVanguard S&P 500 ETFETFVariousVariousDomesticNoneROTHN/A0.00$677.12$0.000.00%â–¼ -0.35% $681.06$529.14$605.10$0.00$0.00$0.00â–² 25.67%NeutralNeutralN/A
38
VTIVanguard Total Stock Market Index Fund ETFETFVariousVariousDomesticNoneN/A296.4B0.00$362.09$0.000.00%â–¼ -0.42% $364.48$283.04$323.76$0.00$0.00$0.00â–² 24.94%Sell Position when Stock Rebound in ROTH IRA. Hold and Rebalance into Health and Dividend PositionsNeutralN/A
39
Total
ETF
62.72$348.39$13,902.430.88%â–² 0.11%$356.54$276.53$316.54$22,360.58$17,342.87$19,851.73Likely to Shift toward
more ETF Positions ie 2025-2026
12.75%
40
Manual Entry
for TSP Positions
Year to Date Return
52-Week Return3-yr Return5-yr ReturnMorning Star
Rating, Out of 5
41
C FundLarge Cap StocksMutual FundVariousVariousDomestic401kN/AN/A997.47$119.07$118,768.757.49%14.40%18.10%21.30%16.70%N/A
42
L2065 FundMixed FundMutual FundVariousVariousDomestic401kN/AN/A15196.28$23.74$360,759.6922.75%17.70%17.30%19.80%14.00%N/A
43
I FundInternational FundMutual FundVariousVariousInternational401kN/AN/A949.11$63.46$60,230.523.80%24.90%15.90%19.00%10.80%N/A
44
S FundSmall Cap Growth FundMutual FundVariousVariousDomestic401kN/AN/A18.16$110.63$2,009.040.13%12.40%17.30%16.50%11.80%N/A
45
SP500 IndexSP500 Mutual Index FundMutual FundVariousVariousDomestic401kN/AN/A0.00$0.00$0.000.00%N/A
46
VTR55Vanguard Target Retirement Trust 2055 IIMutual FundVariousVariousDomestic401kN/AN/A0.00$0.00$0.000.00%N/A
47
Total
Mutual Funds
17,161.02$52.82$541,768.0034.16%
48
Total
Shares
Average Price Per Share-ishCurrent
Portfolio Value
49
TOTAL81,378.78$252.58$1,585,917.68100.00%TNFG YTD
Performance
â–² 22.68%vs$VOO YTD
Performance
â–² 25.67%
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100