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Portfolio (Quarterly) Guide ↗

ProVise Management Group, LLC

· CIK 0001305707
13F Portfolio $1.4B AUM 257 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 91 Added 102 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UNILEVER PLC 196,368.0 $12.8M 0.91% NEW $65.40
2 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 39,922.0 $633K 0.04% NEW $15.85 +1.2%
3 SLDE SLIDE INS HLDGS INC Financial Services 18,332.0 $357K 0.03% NEW $19.48 -2.5%
4 NEE NEXTERA ENERGY INC Utilities 3,845.0 $309K 0.02% NEW $80.28 +11.4%
5 ABNB AIRBNB INC Consumer Cyclical 2,259.0 $307K 0.02% NEW $135.72 -2.0%
6 SMLF ISHARES TR 3,009.0 $225K 0.02% NEW $74.88 +9.2%
7 MAR MARRIOTT INTL INC NEW Consumer Cyclical 698.0 $217K 0.01% NEW $310.24 +14.6%
8 SOXX ISHARES TR 717.0 $216K 0.01% NEW $301.15 +70.1%
9 WBD WARNER BROS DISCOVERY INC Communication Services 7,097.0 $205K 0.01% NEW $28.82 -6.5%
10 ESML ISHARES TR 4,401.0 $202K 0.01% NEW $45.98 +10.9%
11 VEA VANGUARD TAX-MANAGED FDS 3,213.0 $201K 0.01% NEW $62.48 +11.4%

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 24.4%
Technology 16.9%
Communication Services 15.6%
Healthcare 13.5%
Consumer Cyclical 10.0%
Energy 6.3%
Consumer Defensive 5.6%
Industrials 4.2%
Utilities 1.8%
Real Estate 1.1%