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Portfolio (Quarterly) Guide ↗

Providence Capital Advisors, LLC

· CIK 0001730814
13F Portfolio $594M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 213 New
Page 2 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 21,160.0 $7.3M 1.23% NEW $346.10 +21.9%
22 SLB SLB LIMITED Energy 189,724.0 $7.3M 1.23% NEW $38.38 +51.1%
23 DE DEERE &CO Industrials 15,387.0 $7.2M 1.21% NEW $465.57 +13.7%
24 COP CONOCOPHILLIPS Energy 76,500.0 $7.2M 1.21% NEW $93.61 +24.5%
25 LQD ISHARES TR 64,321.0 $7.1M 1.19% NEW $110.19 -1.3%
26 UNP UNION PAC CORP Industrials 30,148.0 $7.0M 1.17% NEW $231.32 +17.2%
27 QCOM QUALCOMM INC Technology 40,700.0 $7.0M 1.17% NEW $171.05 +45.5%
28 BDX BECTON DICKINSON &CO Healthcare 35,643.0 $6.9M 1.16% NEW $194.07 -23.9%
29 XYL XYLEM INC Industrials 50,431.0 $6.9M 1.16% NEW $136.18 -19.0%
30 NKE NIKE INC Consumer Cyclical 106,206.0 $6.8M 1.14% NEW $63.71 -29.5%
31 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 74,800.0 $6.7M 1.13% NEW $89.92 -4.9%
32 MET METLIFE INC Financial Services 84,218.0 $6.6M 1.12% NEW $78.94 +5.5%
33 CARR CARRIER GLOBAL CORPORATION Industrials 125,428.0 $6.6M 1.11% NEW $52.84 +22.8%
34 PWR QUANTA SVCS INC Industrials 15,614.0 $6.6M 1.11% NEW $422.06 +75.8%
35 ETN EATON CORP PLC Industrials 20,592.0 $6.6M 1.10% NEW $318.51 +26.6%
36 SBUX STARBUCKS CORP Consumer Cyclical 77,591.0 $6.5M 1.10% NEW $84.21 +20.4%
37 BSX BOSTON SCIENTIFIC CORP Healthcare 67,600.0 $6.4M 1.08% NEW $95.35 -39.5%
38 EMR EMERSON ELEC CO Industrials 47,328.0 $6.3M 1.06% NEW $132.72 +6.2%
39 SYY SYSCO CORP Consumer Defensive 83,991.0 $6.2M 1.04% NEW $73.69 +2.2%
40 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 25,451.0 $6.2M 1.04% NEW $242.82 +5.2%
Page 2 of 11  ·  213 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 24.7%
Healthcare 14.4%
Financial Services 14.4%
Industrials 10.3%
Communication Services 8.2%
Consumer Cyclical 7.9%
Consumer Defensive 7.1%
Energy 5.2%
Utilities 3.6%
Real Estate 2.2%