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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 1 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EDV VANGUARD WORLD FD 529,815.0 $34.4M 13.13% NEW $65.01 -2.6%
2 EFA ISHARES TR 225,039.0 $21.6M 8.23% NEW $96.03 +8.4%
3 EEM ISHARES TR 282,466.0 $15.5M 5.89% NEW $54.71 +23.5%
4 J P MORGAN EXCHANGE TRADED F 285,695.0 $14.5M 5.51% NEW $50.59
5 IWM ISHARES TR 48,155.0 $11.9M 4.52% NEW $246.16 +17.3%
6 META META PLATFORMS INC Communication Services 16,154.0 $10.7M 4.06% NEW $660.09 -3.1%
7 XLU SELECT SECTOR SPDR TR 244,376.0 $10.4M 3.98% NEW $42.69 +5.8%
8 RSP INVESCO EXCHANGE TRADED FD T 38,789.0 $7.4M 2.83% NEW $191.56 +8.1%
9 XLP SELECT SECTOR SPDR TR 89,347.0 $6.9M 2.65% NEW $77.68 +9.0%
10 UPS UNITED PARCEL SERVICE INC Industrials 67,969.0 $6.7M 2.57% NEW $99.19 +5.6%
11 MRK MERCK & CO INC Healthcare 63,870.0 $6.7M 2.56% NEW $105.26 +14.1%
12 VGK VANGUARD INTL EQUITY INDEX F 80,055.0 $6.7M 2.55% NEW $83.61 +6.0%
13 PEP PEPSICO INC Consumer Defensive 44,156.0 $6.3M 2.42% NEW $143.52 +3.1%
14 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 158,466.0 $6.2M 2.37% NEW $39.30 +50.1%
15 CPB THE CAMPBELLS COMPANY Consumer Defensive 221,506.0 $6.2M 2.35% NEW $27.87 -25.4%
16 EL LAUDER ESTEE COS INC Consumer Defensive 46,641.0 $4.9M 1.86% NEW $104.72 -13.5%
17 MMIN NEW YORK LIFE INVTS ACTIVE E 190,842.0 $4.6M 1.74% NEW $23.94 +0.2%
18 QQQ INVESCO QQQ TR Financial Services 6,921.0 $4.3M 1.62% NEW $614.31 +18.5%
19 AGZ ISHARES TR 38,361.0 $4.2M 1.61% NEW $110.25 -0.9%
20 QUAL ISHARES TR 19,659.0 $3.9M 1.49% NEW $198.62 +8.0%
Page 1 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%