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Portfolio (Quarterly) Guide ↗

Fluent Financial, LLC

· CIK 0001722283
13F Portfolio $262M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 57 New
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY SPDR S&P 500 ETF TR Financial Services 5,677.0 $3.9M 1.48% NEW $681.92 +10.7%
22 IJH ISHARES TR 56,845.0 $3.8M 1.43% NEW $66.00 +13.0%
23 IJR ISHARES TR 30,704.0 $3.7M 1.41% NEW $120.18 +16.3%
24 VBK VANGUARD INDEX FDS 12,193.0 $3.7M 1.40% NEW $302.11 +17.7%
25 VBR VANGUARD INDEX FDS 16,803.0 $3.6M 1.36% NEW $211.79 +11.3%
26 COOPER COS INC 42,917.0 $3.5M 1.34% NEW $81.96
27 BIIB BIOGEN INC Healthcare 19,144.0 $3.4M 1.28% NEW $175.99 +12.3%
28 ACWX ISHARES TR 47,532.0 $3.2M 1.22% NEW $67.13 +13.9%
29 DG DOLLAR GEN CORP NEW Consumer Defensive 20,795.0 $2.8M 1.05% NEW $132.77 -17.0%
30 NE NOBLE CORP PLC Energy 95,171.0 $2.7M 1.02% NEW $28.24 +66.3%
31 MORN MORNINGSTAR INC Financial Services 11,691.0 $2.5M 0.97% NEW $217.31 -16.4%
32 EPOL ISHARES TR 71,501.0 $2.5M 0.96% NEW $35.19 +15.4%
33 SEADRILL LTD 68,218.0 $2.4M 0.90% NEW $34.60
34 SPLV INVESCO EXCH TRADED FD TR II 31,901.0 $2.3M 0.87% NEW $71.42 +2.4%
35 XLV SELECT SECTOR SPDR TR 14,669.0 $2.3M 0.86% NEW $154.80 -2.6%
36 ECL ECOLAB INC Basic Materials 8,073.0 $2.1M 0.81% NEW $262.52 +0.1%
37 TAFI AB ACTIVE ETFS INC 80,044.0 $2.0M 0.77% NEW $25.21 -0.1%
38 EWM ISHARES INC 66,557.0 $1.8M 0.69% NEW $27.36 +5.1%
39 EUFN ISHARES TR 47,779.0 $1.8M 0.68% NEW $37.09 +3.5%
40 EWI ISHARES INC 31,679.0 $1.7M 0.66% NEW $54.33 +9.0%
Page 2 of 3  ·  57 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
Consumer Defensive 27.6%
Communication Services 15.7%
Financial Services 15.7%
Healthcare 12.9%
Industrials 9.9%
Consumer Cyclical 9.8%
Energy 4.2%
Basic Materials 2.7%
Technology 1.5%