Flower City Capital
•CIK: 1808394•Filing: Q4 2025
**Flower City Capital** manages $196M across 44 distinct positions, exhibiting a pronounced focus on broad market exposure. The portfolio is significantly anchored by VONE ($73.6M) and VEU ($58.5M), representing the core of the current allocation. Further diversification is evident through substantial holdings in VOO ($14.9M) and IVV ($8.5M). The top ten positions account for a substantial concentration, suggesting a systematic, large-cap equity tilt.
Total AUM
$196.1M
QoQ Performance
+5.4%
Positions
30
Top 10 Concentration
91.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VONE
VEU
VOO
VONE37.5%
VEU29.8%
VOO7.6%
IVV4.3%
VSS3.0%
EFA2.9%
AAPL2.1%
SCHX1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.1%
ETF11.9%
Technology4.3%
Consumer0.8%
Financial0.3%
Energy0.3%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑16 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022