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Showing Q3 2025 data
Vishria Bird Financial Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Vishria Bird Financial Group, LLC
•CIK: 1746438•Filing: Q3 2025
**Vishria Bird Financial Group, LLC** manages $510M across a concentrated portfolio of 97 positions. The fund exhibits significant allocations to technology and industrial sectors, with top holdings including IBDT at $66.5M and GOOGL at $29.4M. Further notable concentrations include IBMQ ($29.3M), AAPL ($24.7M), and FDX ($24.2M). This structure suggests a tactical, large-cap growth orientation within its current mandate.
Total AUM
$509.9M
QoQ Performance
+69.5%
Positions
58
Top 10 Concentration
52.3%
Latest Filing
Q3 2025
Top Holdings Allocation
IBDT
GOOGL
IBMQ
IBDT13.0%
GOOGL5.8%
IBMQ5.8%
AAPL4.8%
FDX4.7%
IBDV3.8%
IBDU3.8%
IBDW3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.6%
Technology16.2%
Industrial5.0%
Consumer3.8%
ETF1.8%
Healthcare0.3%
Financial0.3%
Communication0.1%
🚪 Exited Positionssold since Q2 2025
+3 more exited positions
Changes from Q2 2025
NEW16 new positions
↑41 increased
↓15 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023