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Portfolio (Quarterly) Guide ↗

NTV Asset Management LLC

· CIK 0001284208
13F Portfolio $1.0B AUM 317 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 317 New
Page 8 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LQD iShares TR — 11,761.0 $1.3M 0.13% NEW — $109.07 -5.4%
142 VTI Vanguard Index Funds — 3,421.0 $1.3M 0.12% NEW — $370.02 +2.6%
143 ADP Automatic Data Processing Inc Industrials 5,616.0 $1.3M 0.12% NEW — $223.95 +17.7%
144 EPD Enterprise Prods Partners LP — 33,664.0 $1.2M 0.12% NEW — $36.76 —
145 DIS Walt Disney Co Communication Services 12,675.0 $1.2M 0.12% NEW — $96.25 +10.3%
146 ACWI iShares TR — 7,751.0 $1.2M 0.12% NEW — $156.96 +2.6%
147 RPG Invesco Exchange Traded Fd TR II — 18,487.0 $1.2M 0.12% NEW — $63.85 -7.9%
148 INTC Intel Corp Technology 8,376.0 $1.2M 0.12% NEW — $139.62 -11.9%
149 GLD SPDR Gold TR Financial Services 3,128.0 $1.2M 0.11% NEW — $368.38 +6.8%
150 — Fortinet Inc — 7,500.0 $1.2M 0.11% NEW — $153.62 —
151 MAGS Listed Funds TR — 17,400.0 $1.1M 0.11% NEW — $64.30 +13.0%
152 AVGO Broadcom Inc Technology 2,957.0 $1.1M 0.11% NEW — $377.74 -6.6%
153 XLB Select Sector SPDR TR — 21,909.0 $1.1M 0.11% NEW — $50.83 -2.0%
154 SYY Sysco Corp Consumer Defensive 13,309.0 $1.1M 0.11% NEW — $83.58 -6.1%
155 SBIO Alps ETF Tr — 17,083.0 $1.1M 0.11% NEW — $64.65 -11.0%
156 IUSG iShares TR — 5,772.0 $1.1M 0.11% NEW — $188.09 +3.7%
157 VO Vanguard Index Funds — 13,073.0 $1.1M 0.10% NEW — $80.57 -0.7%
158 RS Reliance Inc Basic Materials 2,750.0 $1.0M 0.10% NEW — $373.60 +3.7%
159 IJK iShares TR — 8,670.0 $1.0M 0.10% NEW — $117.50 -5.9%
160 MU Micron Technology Inc Technology 865.0 $998K 0.10% NEW — $1154.29 -6.2%
Page 8 of 16  ·  317 positions

① 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
Financial Services 40.4%
Technology 21.0%
Healthcare 13.8%
Industrials 5.5%
Consumer Defensive 4.8%
Communication Services 4.5%
Consumer Cyclical 3.9%
Utilities 2.2%
Energy 2.2%
Basic Materials 0.9%