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Portfolio (Quarterly) Guide ↗

Advantage Trust Co

· CIK 0002009346
13F Portfolio $284M AUM 197 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 80 New 56 Added 8 Reduced 6 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XBI SPDR S&P Biotech ETF 4,245.0 $672K 0.24% +600.0 +16.5% $158.25 +0.6%
22 VEA Vanguard FTSE Developed Market ETF 8,438.0 $601K 0.21% +8K +1051.2% $71.25 +1.7%
23 GOOG Alphabet, Inc. Class C Communication Services 1,640.0 $579K 0.20% +1K +203.7% $353.33 -3.5%
24 CAT Caterpillar Inc Industrials 518.0 $552K 0.19% +370.0 +250.0% $1064.90 -21.2%
25 KRE SPDR S&P Regional Banking ETF 7,150.0 $535K 0.19% +6K +376.7% $74.85 +2.5%
26 RTX RTX Corporation Industrials 2,788.0 $529K 0.19% +225.0 +8.8% $189.73 +18.1%
27 EVRG Evergy Inc Utilities 5,350.0 $462K 0.16% +5K +5250.0% $86.43 -2.9%
28 DE Deere & Co Industrials 695.0 $441K 0.15% +160.0 +29.9% $634.33 -6.3%
29 VB Vanguard Small Cap ETF 1,405.0 $426K 0.15% +340.0 +31.9% $303.12 +0.5%
30 VNQ Vanguard Real Estate ETF 4,288.0 $413K 0.14% +2K +57.2% $96.43 +1.8%
31 UNP Union Pacific Corp Industrials 1,226.0 $333K 0.12% +840.0 +217.6% $272.00 +10.5%
32 XOM Exxon Mobil Corp Energy 2,150.0 $294K 0.10% +2K +437.5% $136.72 +20.6%
33 IAU iShares Gold Trust ETF Financial Services 3,552.0 $268K 0.09% +125.0 +3.6% $75.51 +8.5%
34 ABBV Abbvie Inc Healthcare 939.0 $236K 0.08% +125.0 +15.4% $251.64 +2.3%
35 PEP Pepsico Inc Consumer Defensive 1,717.0 $232K 0.08% +100.0 +6.2% $135.40 +3.5%
36 ORCL Oracle Corp Technology 1,557.0 $228K 0.08% +504.0 +47.9% $146.55 -1.9%
37 JNJ Johnson & Johnson Healthcare 786.0 $200K 0.07% +291.0 +58.8% $253.97 +6.5%
38 SBUX Starbucks Corp Consumer Cyclical 1,455.0 $149K 0.05% +400.0 +37.9% $102.19 +4.9%
39 DUK Duke Energy Corp New Utilities 1,029.0 $130K 0.05% +630.0 +157.9% $126.58 -1.4%
40 MO Altria Group Inc Consumer Defensive 1,803.0 $130K 0.05% +1K +125.4% $71.95 -9.8%
Page 2 of 3  ·  56 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
Consumer Defensive 25.5%
Industrials 13.0%
Financial Services 11.5%
Healthcare 11.3%
Technology 10.3%
Consumer Cyclical 8.4%
Energy 7.9%
Communication Services 6.1%
Utilities 4.8%
Real Estate 1.1%