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Portfolio (Quarterly) Guide ↗

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

· CIK 0001936380
13F Portfolio $164M AUM 41 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 10 Added 15 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VYM Vanguard High Dividend Yield 79,492.0 $11.8M 7.19% +522.0 +0.7% $148.10 +7.1%
2 IJR iShares Core S&P Small-Cap 85,023.0 $10.6M 6.45% +639.0 +0.8% $124.31 +11.8%
3 VTI Vanguard Total Stock Market 14,899.0 $4.8M 2.92% +296.0 +2.0% $320.80 +15.0%
4 IJH iShares Core S&P Mid-Cap 30,894.0 $2.1M 1.27% +408.0 +1.3% $67.53 +10.2%
5 AMZN Amazon.com Inc. Consumer Cyclical 4,147.0 $864K 0.53% +135.0 +3.4% $208.27 +26.4%
6 HDV iShares High Dividend 5,802.0 $788K 0.48% +483.0 +9.1% $135.73 -79.6%
7 JPM J.P. Morgan Chase & Co. Financial Services 1,690.0 $497K 0.30% +120.0 +7.6% $294.19 +4.3%
8 PFE Pfizer Incorporated Healthcare 12,951.0 $364K 0.22% +217.0 +1.7% $28.08 -8.3%
9 V Visa Inc Financial Services 1,042.0 $315K 0.19% +22.0 +2.2% $302.27 +7.9%
10 BMY Bristol-Myers Squibb Co Healthcare 4,837.0 $293K 0.18% +89.0 +1.9% $60.65 -3.7%

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 66.5%
Technology 20.2%
Healthcare 6.8%
Consumer Cyclical 4.1%
Energy 1.5%
Communication Services 1.1%