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Portfolio (Quarterly) Guide ↗

SC&H Financial Advisors, Inc.

· CIK 0001907898
13F Portfolio $754M AUM 160 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 160 New
Page 5 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CTAS CINTAS CORP Industrials 4,533.0 $771K 0.10% NEW $170.06 +16.2%
82 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.10% NEW $748850.00
83 HD HOME DEPOT INC Consumer Cyclical 1,907.0 $673K 0.09% NEW $352.76 -15.0%
84 MCD MCDONALDS CORP Consumer Cyclical 2,312.0 $625K 0.08% NEW $270.36 -8.2%
85 PG PROCTER & GAMBLE CO Consumer Defensive 4,225.0 $620K 0.08% NEW $146.64 -0.2%
86 WMT WALMART INC Consumer Defensive 5,358.0 $607K 0.08% NEW $113.26 -5.8%
87 PLD PROLOGIS INC. Real Estate 4,212.0 $571K 0.08% NEW $135.48 -0.5%
88 PAYX PAYCHEX INC Industrials 5,802.0 $570K 0.08% NEW $98.32 +18.1%
89 GSLC GOLDMAN SACHS ETF TR 3,935.0 $558K 0.07% NEW $141.89 +2.5%
90 VGT VANGUARD WORLD FD 4,594.0 $549K 0.07% NEW $119.51 +2.3%
91 VEA VANGUARD TAX-MANAGED FDS 7,649.0 $545K 0.07% NEW $71.25 +0.2%
92 DISV DIMENSIONAL ETF TRUST 13,497.0 $542K 0.07% NEW $40.13 +9.6%
93 CAT CATERPILLAR INC Industrials 507.0 $540K 0.07% NEW $1065.59 -24.1%
94 MTB M & T BK CORP Financial Services 2,242.0 $534K 0.07% NEW $237.98 -4.5%
95 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,021.0 $512K 0.07% NEW $501.51 +29.9%
96 IWD ISHARES TR 2,033.0 $493K 0.07% NEW $242.39 +3.8%
97 LOW LOWES COS INC Consumer Cyclical 2,169.0 $478K 0.06% NEW $220.54 -12.7%
98 AEP AMERICAN ELEC PWR CO INC Utilities 3,440.0 $471K 0.06% NEW $136.80 -12.3%
99 GS GOLDMAN SACHS GROUP INC Financial Services 464.0 $469K 0.06% NEW $1010.62 -6.8%
100 JCI JOHNSON CONTROLS INTERNATION Industrials 3,156.0 $461K 0.06% NEW $146.11 -1.9%
Page 5 of 8  ·  160 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 39.6%
Financial Services 23.5%
Communication Services 8.2%
Consumer Defensive 7.4%
Consumer Cyclical 6.5%
Healthcare 5.0%
Industrials 4.4%
Utilities 3.1%
Real Estate 1.5%
Energy 0.4%