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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 11 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SOXX ISHARES TR 1,501.0 $516K 0.03% $344.01 +65.1%
202 MO ALTRIA GROUP INC Consumer Defensive 7,656.0 $509K 0.03% +1K +15.5% $66.55 +8.9%
203 XLC SELECT SECTOR SPDR TR 4,539.0 $507K 0.03% -1K -18.8% $111.77 +3.1%
204 HGER HARBOR ETF TRUST 16,160.0 $507K 0.03% NEW $31.35 +2.0%
205 CVX CHEVRON CORPORATION Energy 2,547.0 $507K 0.03% +35.0 +1.4% $198.86 -5.8%
206 ITOT ISHARES TR 3,501.0 $505K 0.03% -179.0 -4.9% $144.34 +13.8%
207 IBM INTERNATIONAL BUSINESS MACHS Technology 2,042.0 $504K 0.03% -59.0 -2.8% $246.72 +0.2%
208 QCOM QUALCOMM INC Technology 4,007.0 $504K 0.03% +147.0 +3.8% $125.73 +98.8%
209 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,114.0 $503K 0.03% -226.0 -5.2% $122.31 +5.7%
210 RTX RTX CORPORATION Industrials 2,507.0 $497K 0.03% +417.0 +19.9% $198.41 -10.6%
211 GEV GE VERNOVA INC Utilities 554.0 $497K 0.03% +81.0 +17.1% $897.36 +22.0%
212 AXP AMERICAN EXPRESS CO Financial Services 1,555.0 $475K 0.03% -50.0 -3.1% $305.70 +1.7%
213 FIRST TR EXCHNG TRADED FD VI 19,768.0 $475K 0.03% NEW $24.02
214 RSP INVESCO EXCHANGE TRADED FD T 2,440.0 $473K 0.03% -143.0 -5.5% $193.94 +7.3%
215 ISRG INTUITIVE SURGICAL INC Healthcare 1,020.0 $462K 0.03% +50.0 +5.2% $452.58 -3.4%
216 T AT&T INC Communication Services 16,244.0 $460K 0.03% +989.0 +6.5% $28.32 -11.8%
217 FMB FIRST TR EXCH TRADED FD III 8,900.0 $453K 0.03% $50.90 -0.0%
218 VOOG VANGUARD ADMIRAL FDS INC 1,079.0 $448K 0.03% -12.0 -1.1% $415.27 -80.0%
219 MS MORGAN STANLEY Financial Services 2,612.0 $435K 0.03% +178.0 +7.3% $166.52 +20.7%
220 WCC WESCO INTL INC Industrials 1,556.0 $434K 0.03% +23.0 +1.5% $279.13 +34.1%
Page 11 of 17  ·  322 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%