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Portfolio (Quarterly) Guide ↗

Brendel Financial Advisors LLC

· CIK 0001768065
13F Portfolio $203M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 100 New
Page 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARCC ARES CAPITAL CORP Financial Services 128,028.0 $2.6M 1.27% NEW $20.23 -6.8%
42 MRK MERCK & CO INC Healthcare 23,668.0 $2.5M 1.23% NEW $105.26 +14.2%
43 WM WASTE MGMT INC DEL Industrials 10,692.0 $2.3M 1.16% NEW $219.71 -1.9%
44 PFE PFIZER INC Healthcare 88,461.0 $2.2M 1.08% NEW $24.90 +5.3%
45 XOM EXXON MOBIL CORP Energy 16,564.0 $2.0M 0.98% NEW $120.34 +24.5%
46 AMP AMERIPRISE FINL INC Financial Services 2,968.0 $1.5M 0.72% NEW $490.34 -9.6%
47 ITA ISHARES TR 4,593.0 $986K 0.48% NEW $214.69 +7.4%
48 ABT ABBOTT LABS Healthcare 7,863.0 $985K 0.48% NEW $125.29 -31.6%
49 IYZ ISHARES TR 28,441.0 $964K 0.47% NEW $33.90 +32.7%
50 AGG ISHARES TR 9,555.0 $954K 0.47% NEW $99.88 -1.1%
51 IYG ISHARES TR 10,293.0 $950K 0.47% NEW $92.25 -5.8%
52 CVX CHEVRON CORP NEW Energy 6,223.0 $948K 0.47% NEW $152.41 +19.7%
53 DOV DOVER CORP Industrials 4,690.0 $916K 0.45% NEW $195.24 +9.3%
54 IYF ISHARES TR 7,082.0 $913K 0.45% NEW $128.93 -5.0%
55 NEM NEWMONT CORP Basic Materials 9,047.0 $903K 0.44% NEW $99.85 +7.4%
56 IDU ISHARES TR 8,019.0 $869K 0.43% NEW $108.36 +5.1%
57 MMM 3M CO Industrials 4,642.0 $743K 0.36% NEW $160.10 -3.1%
58 CARR CARRIER GLOBAL CORPORATION Industrials 12,743.0 $673K 0.33% NEW $52.84 +22.1%
59 ORCL ORACLE CORP Technology 3,179.0 $620K 0.30% NEW $194.91 -2.0%
60 OGE OGE ENERGY CORP Utilities 12,000.0 $512K 0.25% NEW $42.70 +12.8%
Page 3 of 5  ·  100 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
Financial Services 20.9%
Industrials 18.3%
Technology 18.0%
Healthcare 11.4%
Basic Materials 10.9%
Communication Services 5.6%
Consumer Cyclical 4.4%
Energy 3.6%
Utilities 3.5%
Consumer Defensive 3.4%