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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 6 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSLA TESLA INC Consumer Cyclical 6,248.0 $2.6M 0.18% -47.0 -0.8% $420.60 -19.9%
102 SYY SYSCO CORP Consumer Defensive 30,465.0 $2.5M 0.17% +8K +37.2% $83.58 -2.0%
103 RMM RIVERNORTH MANAGED DUR MUN I Financial Services 170,525.0 $2.5M 0.17% +1K +0.7% $14.78 -2.5%
104 MA MASTERCARD INCORPORATED Financial Services 4,748.0 $2.4M 0.16% -322.0 -6.3% $513.64 +11.8%
105 VOT VANGUARD INDEX FDS 7,705.0 $2.4M 0.16% $306.29 -0.1%
106 UPS UNITED PARCEL SVCS INC Industrials 20,367.0 $2.2M 0.15% +1K +5.6% $107.50 -5.2%
107 GIS GENERAL MILLS INC Consumer Defensive 61,124.0 $2.1M 0.14% +32K +112.2% $34.80 +9.5%
108 MINO PIMCO ETF TR 46,001.0 $2.1M 0.14% +20K +74.1% $45.76 -2.3%
109 RSP INVESCO EXCHANGE TRADED FD T 9,765.0 $2.1M 0.14% +727.0 +8.0% $212.77 +3.3%
110 XLK SELECT SECTOR SPDR TR 10,611.0 $2.0M 0.14% -1K -9.3% $190.52 -2.6%
111 LOW LOWES COS INC Consumer Cyclical 8,930.0 $2.0M 0.13% +5K +156.4% $220.50 -2.2%
112 HDV ISHARES TR 70,013.0 $1.9M 0.13% +56K +389.1% $27.41 +7.9%
113 BSCV INVESCO EXCH TRD SLF IDX FD 114,515.0 $1.9M 0.13% NEW $16.39 -0.6%
114 LLY ELI LILLY & CO Healthcare 1,561.0 $1.9M 0.13% +144.0 +10.2% $1199.47 +2.3%
115 SDY SPDR SERIES TRUST 11,723.0 $1.8M 0.12% -10K -46.3% $152.18 +3.6%
116 SCHZ SCHWAB STRATEGIC TR 75,373.0 $1.7M 0.12% -2K -2.0% $23.13 -1.6%
117 EFA ISHARES TR 16,322.0 $1.7M 0.11% $103.88 +3.2%
118 WMT WALMART INC Consumer Defensive 14,800.0 $1.7M 0.11% -1K -8.6% $113.26 +1.7%
119 JNJ JOHNSON & JOHNSON Healthcare 6,573.0 $1.7M 0.11% -3K -28.8% $253.97 +6.7%
120 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 103,033.0 $1.6M 0.11% +12K +12.8% $15.50 -3.2%
Page 6 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%