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Portfolio (Quarterly) Guide ↗

Sharkey, Howes & Javer

· CIK 0001642246
13F Portfolio $742M AUM 153 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 28 Added 92 Reduced 16 Exited
Page 7 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DFUS DIMENSIONAL ETF TRUST 5,864.0 $416K 0.06% $70.91 +12.3%
122 HD HOME DEPOT INC Consumer Cyclical 1,213.0 $399K 0.05% -535.0 -30.6% $328.84 -8.8%
123 XLI SELECT SECTOR SPDR TR 2,450.0 $396K 0.05% $161.73 +4.3%
124 IWM ISHARES TR 1,588.0 $394K 0.05% -147.0 -8.5% $247.92 +10.1%
125 JPM JPMORGAN CHASE & CO Financial Services 1,249.0 $367K 0.05% -536.0 -30.0% $294.16 +2.2%
126 GOOG ALPHABET INC Communication Services 1,245.0 $357K 0.05% -186.0 -13.0% $286.86 +37.0%
127 CVX CHEVRON CORPORATION Energy 1,674.0 $346K 0.05% +345.0 +26.0% $206.85 -5.2%
128 XLV SELECT SECTOR SPDR TR 2,278.0 $334K 0.04% -206.0 -8.3% $146.61 +0.5%
129 XLY SELECT SECTOR SPDR TR 3,004.0 $327K 0.04% -256.0 -7.8% $108.98 +5.6%
130 J P MORGAN EXCHANGE TRADED F 5,170.0 $317K 0.04% $61.32
131 AXP AMERICAN EXPRESS CO Financial Services 1,047.0 $317K 0.04% -273.0 -20.7% $302.58 +2.2%
132 EDV VANGUARD WORLD FD 4,764.0 $309K 0.04% -2K -32.2% $64.95 -6.5%
133 IFRA ISHARES TR 5,231.0 $299K 0.04% $57.20 +4.7%
134 AVGO BROADCOM INC Technology 960.0 $297K 0.04% $309.51 +32.8%
135 JNJ JOHNSON & JOHNSON Healthcare 1,162.0 $284K 0.04% -10.0 -0.8% $244.44 -6.3%
136 QDIV GLOBAL X FDS 7,355.0 $270K 0.04% $36.78 -0.3%
137 CSCO CISCO SYS INC Technology 3,444.0 $267K 0.04% -303.0 -8.1% $77.58 +53.2%
138 TMO THERMO FISHER SCIENTIFIC INC Healthcare 526.0 $259K 0.04% -37.0 -6.6% $491.53 -10.1%
139 IEFA ISHARES TR 2,810.0 $254K 0.03% -2K -45.8% $90.53 +5.3%
140 CGMS CAPITAL GRP FIXED INCM ETF T 9,092.0 $248K 0.03% -5K -34.7% $27.23 +0.1%
Page 7 of 8  ·  153 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 64.2%
Technology 15.4%
Industrials 10.1%
Energy 2.8%
Communication Services 2.3%
Healthcare 1.9%
Consumer Defensive 1.7%
Consumer Cyclical 1.6%
Real Estate 0.1%