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Portfolio (Quarterly) Guide ↗

BARNES PETTEY FINANCIAL ADVISORS, LLC

· CIK 0001908288
13F Portfolio $202M AUM 143 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 143 New
Page 6 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DIS DISNEY WALT CO Communication Services 3,124.0 $355K 0.18% NEW $113.76 -8.8%
102 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,158.0 $350K 0.17% NEW $161.96 -8.4%
103 NSC NORFOLK SOUTHN CORP Industrials 1,135.0 $328K 0.16% NEW $288.72 +6.6%
104 LOW LOWES COS INC Consumer Cyclical 1,346.0 $325K 0.16% NEW $241.16 -9.7%
105 IJR ISHARES TR 2,674.0 $321K 0.16% NEW $120.18 +16.2%
106 FYC FIRST TR EXCHANGE-TRADED ALP 3,317.0 $319K 0.16% NEW $96.12 +22.2%
107 GLD SPDR GOLD TR Financial Services 798.0 $316K 0.16% NEW $396.31 +4.2%
108 VTI VANGUARD INDEX FDS 940.0 $315K 0.16% NEW $335.27 +10.9%
109 ZTS ZOETIS INC Healthcare 2,471.0 $311K 0.15% NEW $125.82 -37.8%
110 IJH ISHARES TR 4,642.0 $306K 0.15% NEW $65.99 +12.8%
111 VLO VALERO ENERGY CORP Energy 1,816.0 $296K 0.15% NEW $162.79 +50.4%
112 GS GOLDMAN SACHS GROUP INC Financial Services 330.0 $290K 0.14% NEW $879.00 +14.7%
113 OAKM HARRIS OAKMARK ETF TRUST 10,045.0 $285K 0.14% NEW $28.36 -1.0%
114 VOE VANGUARD INDEX FDS 1,596.0 $283K 0.14% NEW $177.37 +9.7%
115 MCD MCDONALDS CORP Consumer Cyclical 920.0 $281K 0.14% NEW $305.63 -9.1%
116 MEDP MEDPACE HLDGS INC Healthcare 500.0 $281K 0.14% NEW $561.65 -20.2%
117 BA BOEING CO Industrials 1,257.0 $273K 0.14% NEW $217.12 +5.4%
118 VEA VANGUARD TAX-MANAGED FDS 4,364.0 $273K 0.14% NEW $62.47 +14.7%
119 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,200.0 $268K 0.13% NEW $223.17 -32.9%
120 ASML ASML HOLDING N V Technology 250.0 $267K 0.13% NEW $1069.86 +50.1%
Page 6 of 8  ·  143 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 25.9%
Technology 24.4%
Consumer Defensive 10.9%
Industrials 8.7%
Consumer Cyclical 8.0%
Communication Services 5.9%
Healthcare 5.3%
Utilities 4.3%
Energy 3.7%
Real Estate 2.7%