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Portfolio (Quarterly) Guide ↗

McIlrath & Eck, LLC

· CIK 0001701714
13F Portfolio $1.3B AUM 1,645 positions Filed May 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 1645 New
Page 65 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 LINCOLN NATL CORP IND SR NT 3.050 percent 01/15/30 B/E DTD 08/19/19 CLB 4,000.0 $4K NEW $0.94
1282 AMPHENOL CORP NEW SR NT 2.800 percent 02/15/30 B/E DTD 09/10/19 CLB 4,000.0 $4K NEW $0.94
1283 PGIM JENNISON MID-CAP GROWTH FUND CLASS Z 210.0 $4K NEW $17.87
1284 WAB WABTEC COM Industrials 15.0 $4K NEW $250.00 +4.5%
1285 JPMORGAN CHASE & CO SUB NT FIXED/FLTG VARIABL 05/13/31 B/E DTD 05/13/20 CLB 4,000.0 $4K NEW $0.93
1286 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 19.0 $4K NEW $195.42 -0.3%
1287 MARRIOTT INTL INC NEW NT SER GG VARIABL 10/15/32 B/E DTD 08/14/20 CLB 4,000.0 $4K NEW $0.92
1288 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 27.0 $4K NEW $136.07 -10.1%
1289 VANGUARD GLOBAL ESG SELECT STOCK FUND INVESTOR SHARES 100.0 $4K NEW $36.66
1290 ULTA ULTA BEAUTY INC COM Consumer Cyclical 7.0 $4K NEW $522.71 -0.5%
1291 US BANCORP DEL DEPOSITARY SHS REPSTG 1/1000TH PFD SER B PERP CALL @ 25 ON OR AFT 4/15/11 PERP MTY 200.0 $4K NEW $18.28
1292 UGI UGI CORP NEW COM Utilities 100.0 $4K NEW $36.42 -5.0%
1293 XLRE SELECT SECTOR SPDR TR STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 89.0 $4K NEW $40.83 +8.8%
1294 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND CLASS I 301.0 $4K NEW $12.07
1295 NORTHERN STOCK INDEX FUND 56.0 $4K NEW $64.64
1296 ZBH ZIMMER BIOMET HLDGS INC COM Healthcare 40.0 $4K NEW $90.42 -8.4%
1297 ALLY ALLY FINL INC COM Financial Services 92.0 $4K NEW $39.23 +9.1%
1298 VOYA INTERMEDIATE BOND FUND CLASS W 412.0 $4K NEW $8.75
1299 RYN RAYONIER INC COM Real Estate 175.0 $4K NEW $20.56 +2.7%
1300 LYB INTL FIN III LLC GTD NT 2.250 percent 10/01/30 B/E DTD 10/08/20 CLB 4,000.0 $4K NEW $0.89
Page 65 of 83  ·  1,645 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 38.8%
Financial Services 29.1%
Industrials 6.5%
Communication Services 5.8%
Consumer Cyclical 5.5%
Consumer Defensive 5.2%
Energy 3.3%
Healthcare 2.3%
Real Estate 1.4%
Utilities 1.1%