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Portfolio (Quarterly) Guide ↗

Fragasso Financial Advisors Inc

· CIK 0001613331
13F Portfolio $1.7B AUM 323 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 116 Added 115 Reduced 11 Exited
Page 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KLAC KLA CORP Technology 661.0 $1.0M 0.06% +32.0 +5.1% $1540.84 +22.6%
62 NKE NIKE INC Consumer Cyclical 22,874.0 $1.0M 0.06% +3K +14.2% $44.03 +1.5%
63 PJUL INNOVATOR ETFS TRUST 21,530.0 $997K 0.06% +183.0 +0.9% $46.32 +4.5%
64 PM PHILIP MORRIS INTL INC Consumer Defensive 4,896.0 $785K 0.05% +936.0 +23.6% $160.33 +17.9%
65 DIS DISNEY WALT CO Communication Services 7,595.0 $731K 0.04% +333.0 +4.6% $96.28 +7.0%
66 KOCT INNOVATOR ETFS TRUST 20,353.0 $698K 0.04% +379.0 +1.9% $34.29 +6.3%
67 VT VANGUARD INTL EQUITY INDEX F 4,784.0 $670K 0.04% +656.0 +15.9% $140.08 +11.1%
68 SCHX SCHWAB STRATEGIC TR 25,392.0 $660K 0.04% +5K +22.1% $25.99 +12.9%
69 KO COCA COLA CO Consumer Defensive 8,540.0 $659K 0.04% +84.0 +1.0% $77.22 +5.5%
70 CSX CSX CORP Industrials 15,633.0 $648K 0.04% +336.0 +2.2% $41.48 +9.7%
71 DE DEERE & CO Industrials 1,039.0 $597K 0.04% +36.0 +3.6% $575.00 -8.0%
72 NSC NORFOLK SOUTHN CORP Industrials 2,072.0 $597K 0.04% +142.0 +7.4% $288.10 +9.2%
73 D DOMINION ENERGY INC Utilities 9,396.0 $585K 0.04% +288.0 +3.2% $62.22 +8.8%
74 INTC INTEL CORP Technology 11,322.0 $575K 0.04% +117.0 +1.0% $50.78 +136.0%
75 LRCX LAM RESEARCH CORP Technology 2,594.0 $572K 0.04% +310.0 +13.6% $220.62 +38.4%
76 YMAR FIRST TR EXCHNG TRADED FD VI 20,176.0 $557K 0.03% +7K +52.7% $27.61 +2.9%
77 ADI ANALOG DEVICES INC Technology 1,651.0 $540K 0.03% +279.0 +20.3% $327.33 +21.3%
78 VIG VANGUARD SPECIALIZED FUNDS 2,453.0 $532K 0.03% +905.0 +58.5% $216.78 +7.5%
79 APH AMPHENOL CORP Technology 4,203.0 $532K 0.03% +25.0 +0.6% $126.50 +4.4%
80 EFAV ISHARES TR 5,651.0 $523K 0.03% +113.0 +2.0% $92.48 -1.1%
Page 4 of 6  ·  116 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
Technology 43.8%
Financial Services 10.4%
Industrials 9.4%
Communication Services 9.4%
Healthcare 9.4%
Consumer Cyclical 8.8%
Consumer Defensive 4.3%
Energy 2.7%
Utilities 0.8%
Real Estate 0.5%