1y return+16.8%S&P 500 +20.9%
3y return+47.5%S&P 500 +68.5%
5y return+30.6%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, 2018: $214 against $299 in the S&P 500.2
Manchester Financial IncS&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 |
|---|---|---|---|
| SCHBSchwab Strategic Tr | $97.9M | 17.4% | −1.3% |
| BSCTInvesco Exch Trd Slf Idx Fd | $42.3M | 7.5% | +1.8% |
| FDDFirst Tr Exchange-traded Fd | $35.6M | 6.3% | −2.4% |
| FIIGFirst Tr Exchange-traded Fd | $32.8M | 5.8% | +48.1% |
| IDMOInvesco Exch Traded Fd Tr II | $27.9M | 5.0% | +1.7% |
| SCHXSchwab Strategic Tr | $26.6M | 4.7% | −5.6% |
| SPMOInvesco Exch Traded Fd Tr II | $26.4M | 4.7% | +12.3% |
| IWLIshares Tr | $22.5M | 4.0% | +1.9% |
| BSCSInvesco Exch Trd Slf Idx Fd | $21.4M | 3.8% | +2.0% |
| NVDANvidia Corporation | $19.2M | 3.4% | −2.9% |
| RSPInvesco Exchange Traded Fd T | $16.7M | 3.0% | −3.4% |
| XMMOInvesco Exchange Traded Fd T | $16.4M | 2.9% | +2.3% |
| AAPLApple Inc | $15.4M | 2.7% | −3.1% |
| FDLFirst Tr Exchange-traded Fd | $14.4M | 2.6% | −6.3% |
| GRIDFirst Tr Exchange-traded Fd | $6.9M | 1.2% | −7.3% |
| MMSCFirst Tr Exchng Traded Fd Vi | $6.8M | 1.2% | −9.3% |
| RWEa Series Trust | $5.1M | 0.9% | +96.5% |
| METAMeta Platforms Inc | $5.1M | 0.9% | −1.1% |
| TSLATesla Inc | $4.8M | 0.9% | +119.9% |
| Flex LtdCUSIP Y2573F102 | $4.7M | 0.8% | −9.7% |
| MSFTMicrosoft Corp | $4.5M | 0.8% | |
| VTVanguard Intl Equity Index F | $4.4M | 0.8% | −2.8% |
| FIXComfort Sys Usa Inc | $3.8M | 0.7% | −8.4% |
| AMZNAmazon Com Inc | $3.7M | 0.7% | −3.0% |
| EPOLIshares Tr | $3.6M | 0.6% |
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% | $19.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $2.7M |
| HCAHca Healthcare Inc | June 30, 2020 | +301.7% | $2.3M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $2.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $15.4M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $2.5M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $2.0M |
| Flex LtdCUSIP Y2573F102 | September 30, 2025 | +179.6% | $4.7M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $5.1M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $2.9M |
Sold off last quarter
- TBILRbb Fd Inc was $6.2M
- XLCSelect Sector Spdr Tr was $1.7M
- SGOVIshares Tr was $1.1M
- USOUnited Sts Oil Fd LP was $390K
- WRBBerkley W R Corp was $316K
- AMDAdvanced Micro Devices Inc was $260K
- Genprex IncCUSIP 372446302 was $36K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | +0.7% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +6.8% | +10.0% |
| December 31, 2023 | +6.1% | +11.2% |
| September 30, 2023 | −1.7% | −3.6% |
| June 30, 2023 | +2.6% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +4.2% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +7.4% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Manchester Financial Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=866590&type=13F-HR&dateb=&owner=include&count=40CIK 866590
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/866590/000117266126002661/Filed July 17, 2026 · accession 0001172661-26-002661