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Portfolio (Quarterly) Guide ↗

Providence Capital Advisors, LLC

· CIK 0001730814
13F Portfolio $613M AUM 200 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 86 Added 40 Reduced 22 Exited
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IGSB ISHARES TR 106,072.0 $5.6M 0.91% +4K +4.0% $52.56 -0.3%
42 INTU INTUIT Technology 12,707.0 $5.5M 0.90% +6K +84.0% $432.38 -29.8%
43 SO SOUTHERN CO Utilities 56,063.0 $5.4M 0.88% +783.0 +1.4% $96.52 -2.2%
44 NVS NOVARTIS AG Healthcare 32,977.0 $5.0M 0.82% +895.0 +2.8% $152.75 -1.5%
45 BMY BRISTOL-MYERS SQUIBB CO Healthcare 82,338.0 $5.0M 0.81% +2K +2.8% $60.65 -4.0%
46 SYK STRYKER CORPORATION Healthcare 15,079.0 $5.0M 0.81% +141.0 +0.9% $328.60 -5.1%
47 USB US BANCORP Financial Services 92,821.0 $4.8M 0.79% +3K +2.8% $52.01 +5.5%
48 VZ VERIZON COMMUNICATIONS INC Communication Services 90,306.0 $4.5M 0.74% +2K +2.4% $50.20 -3.2%
49 ORI OLD REP INTL CORP Financial Services 112,551.0 $4.5M 0.73% +2K +2.1% $39.90 -1.6%
50 T AT&T INC Communication Services 150,471.0 $4.4M 0.71% +3K +2.4% $28.99 -13.3%
51 TGT TARGET CORP Consumer Defensive 35,862.0 $4.3M 0.71% +993.0 +2.9% $121.20 +2.5%
52 ABBV ABBVIE INC Healthcare 18,980.0 $4.1M 0.67% +442.0 +2.4% $217.48 -2.4%
53 WMB WILLIAMS COS INC Energy 56,609.0 $4.1M 0.67% +1K +2.2% $72.78 +5.7%
54 UPS UNITED PARCEL SVCS INC Industrials 39,316.0 $3.9M 0.63% +1K +2.8% $98.38 +4.0%
55 KO COCA COLA CO Consumer Defensive 50,316.0 $3.8M 0.62% +1K +2.1% $76.05 +5.6%
56 IJR ISHARES TR 30,319.0 $3.8M 0.61% +4K +17.1% $124.31 +11.9%
57 IJH ISHARES TR 54,554.0 $3.7M 0.60% +2K +3.3% $67.53 +10.3%
58 STT STATE STR CORP Financial Services 28,967.0 $3.7M 0.60% +746.0 +2.6% $126.56 +24.6%
59 HYG ISHARES TR 43,055.0 $3.4M 0.56% +1K +2.7% $79.56 +0.7%
60 KMI KINDER MORGAN INC DEL Energy 100,690.0 $3.4M 0.55% +3K +2.8% $33.53 -1.0%
Page 3 of 5  ·  86 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 23.7%
Financial Services 14.2%
Healthcare 13.2%
Industrials 9.7%
Consumer Cyclical 9.0%
Communication Services 7.9%
Consumer Defensive 7.5%
Energy 6.3%
Utilities 3.9%
Basic Materials 2.4%