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Portfolio (Quarterly) Guide ↗

COTTONWOOD CAPITAL ADVISORS, LLC

· CIK 0001903321
13F Portfolio $142M AUM 86 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 13 Added 28 Reduced 5 Exited
Page 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTCS FIRST TR EXCHANGE-TRADED FD 19,347.0 $1.8M 1.27% -167.0 -0.9% $92.76 +1.0%
22 FSZ FIRST TR EXCH TRD ALPHDX FD 21,714.0 $1.7M 1.22% -147.0 -0.7% $79.32 +3.3%
23 AAPL APPLE INC Technology 6,321.0 $1.6M 1.13% $253.80 +20.2%
24 IEZ ISHARES TR 50,464.0 $1.5M 1.03% -524.0 -1.0% $28.95 +10.2%
25 FXD FIRST TR EXCHANGE-TRADED FD 22,055.0 $1.4M 1.00% $64.02 +2.5%
26 EMLP FIRST TR EXCHANGE-TRADED FD 31,609.0 $1.4M 0.97% $43.66 +1.4%
27 IYE ISHARES TR 19,966.0 $1.3M 0.91% -234.0 -1.2% $64.77 -3.2%
28 FGD FIRST TR EXCHANGE-TRADED FD 40,091.0 $1.3M 0.90% -596.0 -1.5% $31.93 +6.2%
29 DE DEERE & CO Industrials 2,235.0 $1.3M 0.89% $563.30 -5.7%
30 FGM FIRST TR EXCH TRD ALPHDX FD 19,998.0 $1.2M 0.85% +919.0 +4.8% $60.02 +8.4%
31 IYG ISHARES TR 12,844.0 $1.1M 0.75% $82.84 +5.3%
32 HYLS FIRST TR EXCHANGE-TRADED FD 25,542.0 $1.0M 0.73% -306.0 -1.2% $40.57 +0.3%
33 MDIV FIRST TR EXCHANGE TRADED FD 62,196.0 $1.0M 0.71% -5K -6.8% $16.17 +2.7%
34 CWB SPDR SERIES TRUST 10,796.0 $988K 0.70% -221.0 -2.0% $91.52 +15.1%
35 MCD MCDONALDS CORP Consumer Cyclical 3,153.0 $980K 0.69% $310.74 -8.5%
36 FEMB FIRST TR EXCH TRADED FD III 28,416.0 $817K 0.58% -362.0 -1.3% $28.74 +1.1%
37 CVX CHEVRON CORPORATION Energy 3,760.0 $778K 0.55% $206.88 -7.7%
38 NFTY FIRST TR EXCH TRD ALPHDX FD 15,045.0 $775K 0.55% -111.0 -0.7% $51.50 +2.9%
39 UNP UNION PAC CORP Industrials 3,131.0 $760K 0.54% $242.62 +9.6%
40 EMR EMERSON ELEC CO Industrials 5,786.0 $758K 0.54% $131.01 +3.0%
Page 2 of 5  ·  86 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 20.6%
Technology 19.8%
Consumer Defensive 17.3%
Energy 11.9%
Consumer Cyclical 10.7%
Financial Services 10.7%
Healthcare 4.7%
Communication Services 4.2%