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Portfolio (Quarterly) Guide ↗

Collier Financial

· CIK 0001902901
13F Portfolio $131M AUM 136 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 39 Added 27 Reduced 3 Exited
Page 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RZG INVESCO S&P 1,117.0 $64K 0.05% $56.97 +11.1%
62 VEA VANGUARD FTSE 948.0 $61K 0.05% $64.06 +10.3%
63 WELL WELLTOWER INC Real Estate 304.0 $60K 0.05% +2.0 +0.7% $197.42 +10.7%
64 QWLD STATE STREET 407.0 $58K 0.04% $143.02 +6.6%
65 JPM JPMORGAN CHASE Financial Services 190.0 $56K 0.04% $294.36 +2.9%
66 RSPT INVESCO S&P 1,213.0 $55K 0.04% $45.26 +31.1%
67 DHI DR HORTON Consumer Cyclical 400.0 $55K 0.04% $137.22 +5.0%
68 MMM 3M COMPANY Industrials 340.0 $49K 0.04% +2.0 +0.6% $145.29 +4.3%
69 SPBO STATE STREET 1,696.0 $49K 0.04% $29.03 -0.6%
70 MOAT VANECK MORNINGSTAR 507.0 $49K 0.04% $96.64 +4.7%
71 XLY STATE STREET 443.0 $48K 0.04% $108.95 +8.9%
72 BSMR INVESCO BULLETSHARES 1,944.0 $46K 0.04% -626.0 -24.4% $23.66 -0.5%
73 BSMQ INVESCO BULLETSHARES 1,925.0 $45K 0.04% -619.0 -24.3% $23.63 -0.4%
74 PG PROCTER & GAMBLE Consumer Defensive 306.0 $44K 0.03% $144.66 -1.5%
75 EFV ISHARES MSCI 583.0 $43K 0.03% $74.36 +6.2%
76 RSPD INVESCO S&P 804.0 $43K 0.03% $53.55 -0.0%
77 RDVY FIRST TRUST 606.0 $41K 0.03% $68.31 +9.5%
78 SPMD STATE STREET 690.0 $41K 0.03% $59.22 +7.9%
79 EFG ISHARES MSCI 350.0 $39K 0.03% $111.46 +9.0%
80 EMTL STATE STREET 910.0 $39K 0.03% $42.56 +0.4%
Page 4 of 7  ·  136 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 68.5%
Technology 10.0%
Industrials 6.8%
Consumer Cyclical 5.6%
Consumer Defensive 3.6%
Real Estate 2.2%
Utilities 1.5%
Healthcare 1.3%
Communication Services 0.5%
Basic Materials 0.0%