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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 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HON HONEYWELL INTL INC Industrials 2,409.0 $550K 0.03% -124.0 -4.9% $228.19 -0.1%
82 FORTINET INC 6,468.0 $532K 0.03% -8K -53.8% $82.29
83 XLC SELECT SECTOR SPDR TR 4,539.0 $507K 0.03% -1K -18.8% $111.77 +3.3%
84 ITOT ISHARES TR 3,501.0 $505K 0.03% -179.0 -4.9% $144.34 +12.9%
85 IBM INTERNATIONAL BUSINESS MACHS Technology 2,042.0 $504K 0.03% -59.0 -2.8% $246.72 +2.9%
86 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,114.0 $503K 0.03% -226.0 -5.2% $122.31 +6.3%
87 AXP AMERICAN EXPRESS CO Financial Services 1,555.0 $475K 0.03% -50.0 -3.1% $305.70 +2.0%
88 RSP INVESCO EXCHANGE TRADED FD T 2,440.0 $473K 0.03% -143.0 -5.5% $193.94 +6.5%
89 VOOG VANGUARD ADMIRAL FDS INC 1,079.0 $448K 0.03% -12.0 -1.1% $415.27 -80.2%
90 CL COLGATE PALMOLIVE CO Consumer Defensive 5,091.0 $430K 0.03% -11K -68.5% $84.54 +7.2%
91 SCHF SCHWAB STRATEGIC TR 16,513.0 $415K 0.03% -693.0 -4.0% $25.14 +8.4%
92 BAPR INNOVATOR ETFS TRUST 8,347.0 $414K 0.03% -4K -33.2% $49.56 +6.6%
93 BK BANK NEW YORK MELLON CORP Financial Services 3,315.0 $410K 0.03% -556.0 -14.4% $123.63 +12.6%
94 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,538.0 $396K 0.02% -924.0 -26.7% $156.18 -18.6%
95 SMLV SPDR SERIES TRUST 2,814.0 $392K 0.02% -57.0 -2.0% $139.24 +6.1%
96 VRTX VERTEX PHARMACEUTICALS INC Healthcare 895.0 $389K 0.02% -353.0 -28.3% $434.30 +0.1%
97 MMM 3M CO Industrials 2,678.0 $387K 0.02% -59.0 -2.2% $144.51 +5.5%
98 BDEC INNOVATOR ETFS TRUST 6,612.0 $321K 0.02% -559.0 -7.8% $48.48 +9.0%
99 CTVA CORTEVA INC Basic Materials 3,688.0 $311K 0.02% -303.0 -7.6% $84.24 -5.6%
100 MAR MARRIOTT INTL INC NEW Consumer Cyclical 919.0 $310K 0.02% -79.0 -7.9% $337.86 +9.3%
Page 5 of 6  ·  115 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%