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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 8 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PM Philip Morris International, Inc Consumer Defensive 125.0 $23K 0.01% +100.0 +400.0% $180.91 +2.0%
142 IYR iShares - DJ US Real Estate Index ETF 220.0 $22K 0.01% NEW $102.25 +1.9%
143 RIO Rio Tinto Group Basic Materials 225.0 $21K 0.01% $94.93 +2.4%
144 WAT Waters Corporation Healthcare 54.0 $20K 0.01% $375.04 +8.7%
145 DIS Disney Walt Company Communication Services 200.0 $19K 0.01% $96.25 +7.5%
146 DVY iShares Select Dividend ETF 120.0 $19K 0.01% $156.30 +5.1%
147 NEM Newmont Corporation Basic Materials 200.0 $19K 0.01% NEW $93.40 +28.8%
148 CVX Chevron Corporation Energy 110.0 $18K 0.01% $165.76 +22.3%
149 TRV The Travelers Company Financial Services 55.0 $18K 0.01% NEW $330.13 +10.4%
150 F Ford Motor Company Consumer Cyclical 1,300.0 $18K 0.01% NEW $13.90 +1.1%
151 SHEL Shell Plc Energy 229.0 $18K 0.01% NEW $77.54 +18.2%
152 ITOT iShares Core S&P Total US Stock Market ETF 108.0 $18K 0.01% NEW $164.27 +3.3%
153 GILD Gilead Sciences Healthcare 138.0 $17K 0.01% +100.0 +263.2% $126.34 +10.0%
154 AXP American Express Co Financial Services 51.0 $17K 0.01% NEW $338.25 -0.6%
155 ADM Archer Daniels Midland Co Consumer Defensive 225.0 $17K 0.01% NEW $76.40 +6.4%
156 OGE OGE Energy Corp Utilities 350.0 $17K 0.01% -350.0 -50.0% $48.66 -2.7%
157 NVDA NVIDIA Corp Technology 85.0 $17K 0.01% +25.0 +41.7% $200.09 +12.5%
158 LVHD Franklin U.S. Low Volatility High Dividend Index ETF 383.0 $17K 0.01% NEW $44.00 +0.9%
159 XLP State Street Consumer Staples Select Sector SPDR ETF 200.0 $17K 0.01% NEW $83.07 +1.9%
160 HPE Hewlett Packard Enterprise Co Technology 360.0 $16K 0.01% $45.11 +27.7%
Page 8 of 10  ·  197 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%