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Portfolio (Quarterly) Guide ↗

Blue Zone Wealth Advisors, LLC

· CIK 0001803106
13F Portfolio $573M AUM 125 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 31 Added 41 Reduced 12 Exited
Page 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LLY ELI LILLY & CO Healthcare 175.0 $210K 0.04% NEW $1199.43 -1.2%
122 FPE FIRST TR EXCH TRADED FD III 11,662.0 $209K 0.04% +187.0 +1.6% $17.88 -0.8%
123 CVX CHEVRON CORPORATION Energy 1,232.0 $204K 0.04% -15.0 -1.2% $165.76 +22.3%
124 THM INTERNATIONAL TOWER HILL MIN Basic Materials 23,000.0 $46K 0.01% $1.99 +37.7%
125 TRX GOLD CORPORATION 15,972.0 $13K 0.00% $0.82
Page 7 of 7  ·  125 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 25.4%
Financial Services 22.8%
Consumer Cyclical 14.7%
Communication Services 14.5%
Healthcare 9.8%
Industrials 4.5%
Basic Materials 4.3%
Energy 1.9%
Utilities 1.4%
Consumer Defensive 0.7%