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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 14 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FRA BLACKROCK FLOATING RATE INCO Financial Services 20,654.0 $227K 0.01% -4K -15.8% $10.99 -0.5%
262 SECT NORTHERN LTS FD TR IV 3,141.0 $226K 0.01% NEW $72.06 +0.2%
263 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,009.0 $226K 0.01% NEW $45.11 +23.5%
264 O REALTY INCOME CORP Real Estate 3,545.0 $220K 0.01% -43.0 -1.2% $61.96 +0.4%
265 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 233.0 $218K 0.01% -100.0 -30.0% $935.47 +2.8%
266 CMI CUMMINS INC Industrials 300.0 $214K 0.01% NEW $713.21 -13.0%
267 MPWR MONOLITHIC PWR SYS INC Technology 153.0 $212K 0.01% NEW $1382.36 -3.6%
268 XAR SPDR SERIES TRUST 737.0 $209K 0.01% NEW $283.93 +2.3%
269 COF CAPITAL ONE FINL CORP Financial Services 1,040.0 $209K 0.01% -23.0 -2.2% $200.62 +10.4%
270 VCIT VANGUARD SCOTTSDALE FDS 2,509.0 $207K 0.01% $82.64 -1.9%
271 ESML ISHARES TR 3,632.0 $203K 0.01% -769.0 -17.5% $55.93 -0.4%
272 TFC TRUIST FINL CORP Financial Services 4,076.0 $203K 0.01% NEW $49.82 +5.2%
273 VYMI VANGUARD WHITEHALL FDS 2,056.0 $202K 0.01% NEW $98.22 +5.9%
274 ASML ASML HLDG NV Technology 101.0 $201K 0.01% NEW $1989.44 -9.4%
275 AKAM AKAMAI TECHNOLOGIES INC Technology 1,696.0 $200K 0.01% NEW $118.21 -2.5%
276 FNB F N B CORP Financial Services 10,283.0 $196K 0.01% $19.08 +0.7%
277 F FORD MTR CO Consumer Cyclical 11,174.0 $155K 0.01% +750.0 +7.2% $13.90 +0.2%
278 BLW BLACKROCK LTD DURATION INCOM Financial Services 12,238.0 $153K 0.01% -430.0 -3.4% $12.49 +2.0%
279 LYG LLOYDS BANKING GROUP PLC Financial Services 25,411.0 $148K 0.01% +584.0 +2.4% $5.83 +3.9%
280 EVV EATON VANCE LIMITED DURATION Financial Services 13,063.0 $122K 0.01% -1K -8.4% $9.37 -2.6%
Page 14 of 15  ·  282 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%