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Portfolio (Quarterly) Guide ↗

Hofer & Associates. Inc

· CIK 0001958491
13F Portfolio $189M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,813.0 $466K 0.25% NEW $257.23 -15.4%
42 CSCO CISCO SYS INC Technology 5,555.0 $428K 0.23% NEW $77.03 +55.6%
43 RDVY FIRST TR EXCHANGE TRADED FD 6,074.0 $422K 0.22% NEW $69.47 +9.0%
44 IGIB ISHARES TR 6,155.0 $332K 0.18% NEW $53.88 -1.4%
45 GOOGL ALPHABET INC Communication Services 1,056.0 $331K 0.17% NEW $313.00 +24.8%
46 VOO VANGUARD INDEX FDS 513.0 $322K 0.17% NEW $627.13 +10.0%
47 HCA HCA HEALTHCARE INC Healthcare 660.0 $308K 0.16% NEW $466.86 -16.0%
48 CVX CHEVRON CORP NEW Energy 1,912.0 $291K 0.15% NEW $152.43 +19.9%
49 PEP PEPSICO INC Consumer Defensive 1,943.0 $279K 0.15% NEW $143.54 +3.0%
50 ABT ABBOTT LABS Healthcare 2,199.0 $275K 0.15% NEW $125.27 -31.5%
51 BAC BANK AMERICA CORP Financial Services 4,975.0 $274K 0.14% NEW $55.00 -6.9%
52 MCD MCDONALDS CORP Consumer Cyclical 876.0 $268K 0.14% NEW $305.51 -8.0%
53 UNH UNITEDHEALTH GROUP INC Healthcare 789.0 $261K 0.14% NEW $330.26 +15.9%
54 MA MASTERCARD INCORPORATED Financial Services 454.0 $259K 0.14% NEW $571.08 -13.4%
55 PFXF VANECK ETF TRUST 14,676.0 $259K 0.14% NEW $17.66 +5.2%
56 AXP AMERICAN EXPRESS CO Financial Services 694.0 $257K 0.14% NEW $370.02 -15.4%
57 BILS SPDR SERIES TRUST 2,534.0 $251K 0.13% NEW $99.21 +0.2%
58 GCOW PACER FDS TR 5,998.0 $247K 0.13% NEW $41.22 +12.1%
59 JNJ JOHNSON & JOHNSON Healthcare 1,190.0 $246K 0.13% NEW $207.01 +12.1%
60 PGR PROGRESSIVE CORP Financial Services 1,070.0 $244K 0.13% NEW $227.80 -13.6%
Page 3 of 4  ·  66 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 37.8%
Healthcare 27.7%
Financial Services 10.5%
Consumer Cyclical 10.2%
Consumer Defensive 6.4%
Communication Services 5.2%
Industrials 1.1%
Energy 0.7%
Real Estate 0.5%