BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

S. R. Schill & Associates

· CIK 0001616004
13F Portfolio $148M AUM 29 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 11 Added 5 Reduced 2 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,350.0 $433K 0.29% $320.55 -3.6%
22 LMT LOCKHEED MARTIN CORP COM Industrials 707.0 $427K 0.29% $604.39 -11.8%
23 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 8,339.0 $393K 0.27% $47.16 +6.4%
24 GOOG ALPHABET INC CAP STK CL C Communication Services 1,153.0 $331K 0.22% $286.86 +32.3%
25 VTV VANGUARD VALUE ETF 1,600.0 $314K 0.21% $196.20 +7.5%
26 AAPL APPLE INC COM Technology 1,151.0 $292K 0.20% +352.0 +44.1% $253.79 +21.7%
27 AMZN AMAZON COM INC COM Consumer Cyclical 1,088.0 $227K 0.15% +182.0 +20.1% $208.27 +27.9%
28 UNP UNION PAC CORP COM Industrials 886.0 $215K 0.14% NEW $242.62 +9.6%
29 MVIS MICROVISION INC DEL COM NEW Technology 65,724.0 $42K 0.03% $0.64 -2.8%
Page 2 of 2  ·  29 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 41.9%
Financial Services 20.9%
Industrials 16.8%
Basic Materials 6.4%
Real Estate 5.8%
Communication Services 4.9%
Consumer Cyclical 3.3%