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Portfolio (Quarterly) Guide ↗

Advyzon Investment Management, LLC

· CIK 0002011872
13F Portfolio $1.1B AUM 1,195 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 157 New 361 Added 140 Reduced 51 Exited
Page 26 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 DFCF DIMENSIONAL ETF TRUST 7,733.0 $326K 0.03% +2K +32.6% $42.22 +0.1%
502 BWXT BWX TECHNOLOGIES INC Industrials 1,596.0 $326K 0.03% NEW $204.49 -2.3%
503 MEDP MEDPACE HLDGS INC Healthcare 679.0 $326K 0.03% +134.0 +24.6% $480.19 -6.7%
504 EXPAND ENERGY CORPORATION 2,963.0 $325K 0.03% NEW $109.80
505 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,790.0 $324K 0.03% +221.0 +3.4% $47.72 -0.6%
506 ENSG ENSIGN GROUP INC Healthcare 1,602.0 $323K 0.03% +276.0 +20.8% $201.50 -15.1%
507 VLUE ISHARES TR 2,270.0 $323K 0.03% NEW $142.19 +38.2%
508 SCCO SOUTHERN COPPER CORP Basic Materials 1,867.0 $321K 0.03% NEW $172.06 +13.2%
509 THC TENET HEALTHCARE CORP Healthcare 1,702.0 $321K 0.03% +238.0 +16.3% $188.71 -8.4%
510 HEQT SIMPLIFY EXCHANGE TRADED FUN 10,169.0 $320K 0.03% +576.0 +6.0% $31.50 +6.2%
511 RYANAIR HOLDINGS PLC 5,538.0 $320K 0.03% +2K +41.9% $57.80
512 SOMNIGROUP INTERNATIONAL INC 4,317.0 $319K 0.03% +749.0 +21.0% $73.92
513 TRGP TARGA RES CORP Energy 1,270.0 $318K 0.03% NEW $250.69 +5.8%
514 NICE NICE LTD Technology 2,882.0 $318K 0.03% NEW $110.26 -16.9%
515 TMDX TRANSMEDICS GROUP INC Healthcare 3,196.0 $318K 0.03% NEW $99.41 -31.8%
516 SCHM SCHWAB STRATEGIC TR 10,257.0 $318K 0.03% -1K -9.2% $30.96 +14.2%
517 SRVR PACER FDS TR 10,170.0 $318K 0.03% +2K +27.9% $31.22 +11.9%
518 CL COLGATE PALMOLIVE CO Consumer Defensive 3,703.0 $316K 0.03% -19.0 -0.5% $85.22 +7.9%
519 CENCORA INC 1,002.0 $315K 0.03% +26.0 +2.7% $314.14
520 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,608.0 $314K 0.03% NEW $195.43 +14.0%
Page 26 of 34  ·  675 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 23.6%
Technology 23.0%
Healthcare 9.9%
Industrials 9.8%
Communication Services 8.1%
Consumer Defensive 7.6%
Consumer Cyclical 7.2%
Energy 4.7%
Utilities 3.7%
Basic Materials 1.2%