FLAGSHIP CAPITAL MANAGEMENT INC.

PrivateCIK: 2106796
Location

MEDIA, PA

48
Positions
$136.05M
Total AUM (reported)
1.22M
Total Shares

Allocation by class

TOTAL AUM$136.05M48 positions
COM$44.04M32.4%
STATE STREET TEC$18.62M13.7%
CAP STK CL A$12.51M9.2%
COM CL A$6.86M5.0%
CORE DIV GRWTH$6.36M4.7%
CL A$5.83M4.3%
COM NEW$5.13M3.8%

Portfolio Concentration

Top 332.4%4–1026.9%11–2529.7%Rest10.9%TOP 1059.3%0%100%
Top 3$44.10M32.4%
4–10$36.60M26.9%
11–25$40.46M29.7%
Rest$14.90M10.9%

Top 3 weight

32.4%

Top 10 weight

59.3%

Voting Authority Distribution

Total shares with voting rights: 1.22M

Sole

Full voting authority

1.22M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares140.13K
TypeSH
Market value$18.62M
13.69%
Sole
140.13K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares51.06K
TypeSH
Market value$12.96M
9.52%
Sole
51.06K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares43.51K
TypeSH
Market value$12.51M
9.20%
Sole
43.51K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares21.93K
TypeSH
Market value$6.63M
4.87%
Sole
21.93K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE DIV GRWTH
Shares90.60K
TypeSH
Market value$6.36M
4.67%
Sole
90.60K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares30.72K
TypeSH
Market value$5.21M
3.83%
Sole
30.72K
Shared
0.00
None
0.00

DBX ETF TR

SOLE
XTRACK MSCI EURP
Shares102.33K
TypeSH
Market value$4.99M
3.66%
Sole
102.33K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares95.60K
TypeSH
Market value$4.82M
3.54%
Sole
95.60K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares13.47K
TypeSH
Market value$4.55M
3.35%
Sole
13.47K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
B-BBB CLO ETF
Shares86.95K
TypeSH
Market value$4.05M
2.98%
Sole
86.95K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares6.83K
TypeSH
Market value$3.91M
2.87%
Sole
6.83K
Shared
0.00
None
0.00

BLACKROCK INC

SOLE
COM
Shares4.03K
TypeSH
Market value$3.87M
2.85%
Sole
4.03K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares8.87K
TypeSH
Market value$3.28M
2.41%
Sole
8.87K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares9.19K
TypeSH
Market value$3.23M
2.38%
Sole
9.19K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares17.57K
TypeSH
Market value$2.84M
2.09%
Sole
17.57K
Shared
0.00
None
0.00

TORONTO DOMINION BK ONT

SOLE
COM NEW
Shares29.57K
TypeSH
Market value$2.76M
2.03%
Sole
29.57K
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares53.72K
TypeSH
Market value$2.70M
1.98%
Sole
53.72K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT ETF
Shares52.54K
TypeSH
Market value$2.66M
1.95%
Sole
52.54K
Shared
0.00
None
0.00

PHILLIPS 66

SOLE
COM
Shares14.58K
TypeSH
Market value$2.66M
1.95%
Sole
14.58K
Shared
0.00
None
0.00

EXPEDIA GROUP INC

SOLE
COM NEW
Shares10.25K
TypeSH
Market value$2.37M
1.74%
Sole
10.25K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares15.98K
TypeSH
Market value$2.34M
1.72%
Sole
15.98K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares7.39K
TypeSH
Market value$2.12M
1.56%
Sole
7.39K
Shared
0.00
None
0.00

CVS HEALTH CORP

SOLE
COM
Shares27.99K
TypeSH
Market value$2.01M
1.48%
Sole
27.99K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares9.55K
TypeSH
Market value$1.99M
1.46%
Sole
9.55K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI USA MMENTM
Shares7.17K
TypeSH
Market value$1.72M
1.26%
Sole
7.17K
Shared
0.00
None
0.00
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