1y return+15.0%S&P 500 +20.9%
3y return+48.7%S&P 500 +68.5%
5y return+39.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $181 against $232 in the S&P 500.2
360 Financial, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VIGVanguard Specialized Funds | $100.1M | 25.4% | +6.7% |
| QQQMInvesco Exch Traded Fd Tr II | $45.0M | 11.4% | +3.5% |
| SOXXIshares Tr | $28.5M | 7.2% | +262.9% |
| QUALIshares Tr | $24.5M | 6.2% | +1.6% |
| XSVMInvesco Exchange Traded Fd T | $23.1M | 5.9% | +2.2% |
| PAVEGlobal X Fds | $22.1M | 5.6% | |
| QQQInvesco Qqq Tr | $18.6M | 4.7% | −3.8% |
| ITAIshares Tr | $16.5M | 4.2% | +3.3% |
| GRIDFirst Tr Exchange-traded Fd | $15.5M | 3.9% | New |
| ICVTIshares Tr | $9.7M | 2.5% | −3.0% |
| IWOIshares Tr | $9.5M | 2.4% | −4.0% |
| VOTVanguard Index Fds | $8.3M | 2.1% | −3.2% |
| MTUMIshares Tr | $8.0M | 2.0% | −1.2% |
| NVDANvidia Corporation | $5.0M | 1.3% | −2.0% |
| IJHIshares Tr | $4.0M | 1.0% | −3.6% |
| PSCPrincipal Exchange Traded Fd | $3.6M | 0.9% | −3.2% |
| AAPLApple Inc | $3.5M | 0.9% | −4.0% |
| COSTCostco Wholesale Corporation | $2.5M | 0.6% | |
| SPYState Str Spdr S&p 500 Etf T | $2.5M | 0.6% | |
| VYMVanguard Whitehall Fds | $2.1M | 0.5% | |
| FTSMFirst Tr Exchange-traded Fd | $2.0M | 0.5% | |
| MSFTMicrosoft Corp | $1.9M | 0.5% | −5.3% |
| RSPInvesco Exchange Traded Fd T | $1.6M | 0.4% | −3.9% |
| PWRQuanta Svcs Inc | $1.6M | 0.4% | −4.3% |
| FASTFastenal Co | $1.6M | 0.4% | −5.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $5.0M |
| SOXXIshares Tr | June 30, 2020 | +609.7% | $28.5M |
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $924K |
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.5M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $2.5M |
| CATCaterpillar Inc | September 30, 2024 | +172.3% | $1.2M |
| MTUMIshares Tr | June 30, 2020 | +161.7% | $8.0M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $1.6M |
| CSCOCisco Sys Inc | June 30, 2020 | +151.8% | $1.4M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $1.3M |
Sold off last quarter
- NLRVaneck Etf Trust was $16.4M
- FBTFirst Tr Exchange-traded Fd was $15.7M
- VVisa Inc was $1.1M
- Honeywell Intl IncCUSIP 438516106 was $427K
- HBANHuntington Bancshares Inc was $265K
- BSXBoston Scientific Corp was $240K
- DIAState Str Spdr Dow Jones Ind was $226K
- IWDIshares Tr was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.9% | +14.8% |
| March 31, 2026 | −4.5% | −4.6% |
| December 31, 2025 | +0.1% | +2.4% |
| September 30, 2025 | +3.9% | +7.8% |
| June 30, 2025 | −7.1% | +10.5% |
| March 31, 2025 | +15.2% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | −0.0% | +4.0% |
| March 31, 2024 | +8.7% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +9.5% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −16.1% | −16.5% |
| March 31, 2022 | −7.8% | −4.9% |
| December 31, 2021 | +9.3% | +10.7% |
| September 30, 2021 | −1.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 360 Financial, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802324&type=13F-HR&dateb=&owner=include&count=40CIK 1802324
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802324/000180232426000006/Filed August 11, 2026 · accession 0001802324-26-000006