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

Nicholas Hoffman & Company, LLC.

· CIK 0001678953
13F Portfolio $4.3B AUM 320 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 320 New
Page 12 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IOO ISHARES GLOBAL 100 ETF 3,912.0 $496K 0.01% NEW $126.67 +10.2%
222 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 11,040.0 $492K 0.01% NEW $44.55 +9.7%
223 IVW ISHARES S&P 500 GROWTH ETF 3,975.0 $490K 0.01% NEW $123.25 +10.8%
224 VGT VANGUARD INFORMATION TECHNOLOGY ETF 642.0 $484K 0.01% NEW $753.25 -84.6%
225 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 818.0 $474K 0.01% NEW $579.45 -9.6%
226 HCA HCA HEALTHCARE INC COM Healthcare 1,000.0 $467K 0.01% NEW $466.86 -20.1%
227 LRCX LAM RESEARCH CORP COM NEW Technology 2,717.0 $465K 0.01% NEW $171.18 +87.0%
228 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 10,090.0 $463K 0.01% NEW $45.89 -8.7%
229 CTAS CINTAS CORP COM Industrials 2,434.0 $458K 0.01% NEW $188.07 +6.3%
230 PHM PULTE GROUP INC COM Consumer Cyclical 3,863.0 $453K 0.01% NEW $117.26 +7.4%
231 ISHARES MSCI INTL QUALITY FACTOR ETF 9,964.0 $453K 0.01% NEW $45.45
232 CPRT COPART INC COM Industrials 11,537.0 $452K 0.01% NEW $39.15 -30.3%
233 DGRO ISHARES CORE DIVIDEND GROWTH ETF 6,402.0 $444K 0.01% NEW $69.42 +11.3%
234 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 4,263.0 $444K 0.01% NEW $104.06 -45.7%
235 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2,305.0 $442K 0.01% NEW $191.56 +11.3%
236 GEV GE VERNOVA INC COM Utilities 671.0 $439K 0.01% NEW $653.77 +52.2%
237 IEFA ISHARES CORE MSCI EAFE ETF 4,826.0 $432K 0.01% NEW $89.46 +8.7%
238 PSX PHILLIPS 66 COM Energy 3,319.0 $428K 0.01% NEW $129.04 +64.5%
239 SAP SAP SE SPON ADR Technology 1,751.0 $425K 0.01% NEW $242.91 -38.6%
240 RY ROYAL BK CDA COM Financial Services 2,494.0 $425K 0.01% NEW $170.49 +23.8%
Page 12 of 16  ·  320 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 45.7%
Financial Services 23.1%
Healthcare 6.1%
Consumer Defensive 5.7%
Industrials 5.6%
Consumer Cyclical 4.3%
Communication Services 4.0%
Energy 2.3%
Utilities 1.5%
Basic Materials 0.9%