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Portfolio (Quarterly) Guide ↗

Brendel Financial Advisors LLC

· CIK 0001768065
13F Portfolio $202M AUM 95 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 16 Added 29 Reduced 30 Exited
Page 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPIB J P MORGAN EXCHANGE TRADED F 50,729.0 $2.4M 1.20% NEW $47.82 +0.7%
42 ARCC ARES CAPITAL CORP Financial Services 133,598.0 $2.4M 1.19% +6K +4.3% $18.02 +4.7%
43 VRT VERTIV HOLDINGS CO Industrials 9,606.0 $2.4M 1.19% NEW $250.58 +27.6%
44 PFE PFIZER INC Healthcare 82,188.0 $2.3M 1.14% -6K -7.1% $28.08 -6.7%
45 IEZ ISHARES TR 45,112.0 $1.3M 0.65% NEW $28.95 +5.7%
46 CVX CHEVRON CORPORATION Energy 6,223.0 $1.3M 0.64% $206.90 -11.8%
47 AMP AMERIPRISE FINL INC Financial Services 2,534.0 $1.1M 0.56% -434.0 -14.6% $444.40 -0.3%
48 SOXX ISHARES TR 2,939.0 $966K 0.48% NEW $328.66 +71.6%
49 IBB ISHARES TR 5,676.0 $958K 0.47% NEW $168.85 +0.6%
50 THRO BLACKROCK ETF TRUST 25,310.0 $917K 0.45% NEW $36.22 +18.9%
51 BLACKROCK ETF TRUST 13,056.0 $916K 0.45% NEW $70.14
52 NEM NEWMONT CORP Basic Materials 8,078.0 $874K 0.43% -969.0 -10.7% $108.25 -0.9%
53 MMM 3M CO Industrials 4,642.0 $674K 0.33% $145.23 +6.8%
54 RSP INVESCO EXCHANGE TRADED FD T 3,388.0 $650K 0.32% +2K +183.0% $191.92 +8.1%
55 OGE OGE ENERGY CORP Utilities 12,000.0 $576K 0.28% $47.96 +0.5%
56 ENB ENBRIDGE INC Energy 9,661.0 $523K 0.26% $54.14 +3.7%
57 RTX RTX CORPORATION Industrials 2,602.0 $502K 0.25% $192.90 -8.5%
58 ORCL ORACLE CORP Technology 3,169.0 $466K 0.23% $147.11 +29.8%
59 AVGO BROADCOM INC Technology 1,470.0 $455K 0.23% -8K -84.2% $309.51 +36.3%
60 ABT ABBOTT LABORATORIES Healthcare 4,374.0 $449K 0.22% -3K -44.4% $102.67 -16.5%
Page 3 of 5  ·  95 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
Industrials 23.1%
Financial Services 16.8%
Technology 13.2%
Healthcare 10.2%
Consumer Defensive 9.3%
Basic Materials 8.9%
Communication Services 5.8%
Utilities 5.2%
Consumer Cyclical 4.5%
Energy 3.0%