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Portfolio (Quarterly) Guide ↗

PERRYMAN FINANCIAL ADVISORY INC /AD

· CIK 0000934040
13F Portfolio $681M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New
Page 8 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VB VANGUARD INDEX FDS 1,339.0 $345K 0.05% NEW $257.88 +9.3%
142 VANGUARD MUN BD FDS 4,527.0 $342K 0.05% NEW $75.57
143 UNH UNITEDHEALTH GROUP INC Healthcare 1,018.0 $336K 0.05% NEW $329.96 +20.9%
144 IVV ISHARES TR 468.0 $320K 0.05% NEW $684.39 +8.5%
145 CGBL CAPITAL GROUP CORE BALANCED 8,914.0 $315K 0.05% NEW $35.33 +4.6%
146 UNP UNION PAC CORP Industrials 1,356.0 $314K 0.05% NEW $231.26 +16.5%
147 RWL INVESCO EXCH TRADED FD TR 2,737.0 $313K 0.05% NEW $114.52 +8.6%
148 CIBR FIRST TR EXCHANGE TRADED FD 4,369.0 $312K 0.05% NEW $71.45 +10.6%
149 XHB SPDR SERIES TRUST 3,015.0 $310K 0.05% NEW $102.96 -6.4%
150 IGIB ISHARES TR 5,457.0 $294K 0.04% NEW $53.88 -2.1%
151 SCHM SCHWAB STRATEGIC TR 9,725.0 $292K 0.04% NEW $30.07 +12.9%
152 FDRR FIDELITY COVINGTON TRUST 4,764.0 $291K 0.04% NEW $61.03 +6.0%
153 VIS VANGUARD WORLD FD 940.0 $280K 0.04% NEW $298.38 +12.1%
154 QUS SPDR SERIES TRUST 1,604.0 $279K 0.04% NEW $174.22 +5.5%
155 MCD MCDONALDS CORP Consumer Cyclical 912.0 $279K 0.04% NEW $305.65 -10.0%
156 ISCF ISHARES TR 6,565.0 $272K 0.04% NEW $41.48 +7.0%
157 DTD WISDOMTREE TR 3,199.0 $272K 0.04% NEW $84.88 +7.5%
158 AXP AMERICAN EXPRESS CO Financial Services 721.0 $267K 0.04% NEW $369.80 -15.2%
159 IBM INTERNATIONAL BUSINESS Technology 898.0 $266K 0.04% NEW $296.14 -26.3%
160 VGT VANGUARD WORLD FD 321.0 $242K 0.04% NEW $753.14 -85.0%
Page 8 of 9  ·  170 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.5%
Financial Services 16.9%
Consumer Cyclical 10.1%
Industrials 9.0%
Communication Services 8.4%
Consumer Defensive 6.2%
Energy 5.1%
Healthcare 4.2%
Real Estate 1.3%
Basic Materials 0.4%