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Portfolio (Quarterly) Guide ↗

ProVise Management Group, LLC

· CIK 0001305707
13F Portfolio $1.5B AUM 282 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 94 Added 125 Reduced 10 Exited
Page 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SMH VANECK ETF TRUST 1,384.0 $908K 0.06% -17.0 -1.2% $655.89 -13.4%
62 GLD SPDR GOLD TR Financial Services 2,420.0 $891K 0.06% -30.0 -1.2% $368.38 +8.4%
63 IVW ISHARES TR 6,348.0 $873K 0.06% -171.0 -2.6% $137.53 +1.5%
64 IJK ISHARES TR 7,272.0 $854K 0.06% -49.0 -0.7% $117.50 -0.4%
65 USMV ISHARES TR 8,288.0 $799K 0.05% -2K -17.1% $96.46 +4.5%
66 MCD MCDONALDS CORP Consumer Cyclical 2,663.0 $720K 0.05% -245.0 -8.4% $270.28 -0.6%
67 BSV VANGUARD BD INDEX FDS 9,052.0 $705K 0.05% -690.0 -7.1% $77.91 -0.3%
68 VCSH VANGUARD SCOTTSDALE FDS 8,889.0 $703K 0.05% -450.0 -4.8% $79.03 -0.5%
69 GE GE AEROSPACE Industrials 1,877.0 $701K 0.05% -80.0 -4.1% $373.66 +0.1%
70 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,505.0 $691K 0.05% -2K -22.7% $92.09 -0.6%
71 CRM SALESFORCE INC Technology 4,342.0 $680K 0.05% -1K -20.6% $156.66 +26.5%
72 MOAT VANECK ETF TRUST 6,281.0 $653K 0.04% -100.0 -1.6% $103.96 +8.3%
73 DGS WISDOMTREE TR 9,764.0 $632K 0.04% -418.0 -4.1% $64.71 -2.9%
74 LMT LOCKHEED MARTIN CORP Industrials 1,239.0 $631K 0.04% -85.0 -6.4% $509.46 +19.3%
75 EBAY EBAY INC. Consumer Cyclical 5,631.0 $629K 0.04% -130K -95.9% $111.76 -7.6%
76 SO SOUTHERN CO Utilities 6,443.0 $617K 0.04% -662.0 -9.3% $95.72 -3.7%
77 CL COLGATE PALMOLIVE CO Consumer Defensive 6,568.0 $602K 0.04% -7K -51.6% $91.68 -0.0%
78 EMR EMERSON ELEC CO Industrials 4,159.0 $595K 0.04% -416.0 -9.1% $143.15 +10.7%
79 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,187.0 $567K 0.04% -98.0 -7.6% $477.57 -13.4%
80 VBK VANGUARD INDEX FDS 1,469.0 $537K 0.04% -418.0 -22.1% $365.70 -1.7%
Page 4 of 7  ·  125 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
Financial Services 22.8%
Technology 20.3%
Communication Services 15.5%
Healthcare 13.2%
Consumer Cyclical 8.2%
Consumer Defensive 6.4%
Industrials 5.3%
Energy 4.1%
Utilities 2.0%
Real Estate 1.4%