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Portfolio (Quarterly) Guide ↗

Pathway Financial Advisers, LLC

· CIK 0002024152
13F Portfolio $343M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 376 New
Page 3 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APD AIR PRODUCTS AND CHEMICALS INC Basic Materials 10,367.0 $2.8M 0.82% NEW $270.28 +9.0%
42 UNH UNITEDHEALTH GROUP INC Healthcare 8,204.0 $2.8M 0.82% NEW $341.15 +13.5%
43 QCOM QUALCOMM INC Technology 15,909.0 $2.6M 0.77% NEW $165.63 +20.4%
44 EMR EMERSON ELECTRIC CO Industrials 20,075.0 $2.6M 0.77% NEW $130.80 +0.6%
45 UL UNILEVER PLC SPON ADR NEW Consumer Defensive 43,640.0 $2.6M 0.75% NEW $59.19 -3.6%
46 PG PROCTER AND GAMBLE CO COM Consumer Defensive 16,711.0 $2.6M 0.75% NEW $152.98 -7.4%
47 NOC NORTHROP GRUMMAN CORP COM USD1 Industrials 3,971.0 $2.4M 0.69% NEW $599.78 -9.0%
48 AMZN AMAZON COM INC Consumer Cyclical 10,818.0 $2.4M 0.69% NEW $218.94 +20.8%
49 UNP UNION PAC CORP COM Industrials 10,021.0 $2.4M 0.69% NEW $234.91 +17.4%
50 MRK MERCK &CO INC COM Healthcare 27,639.0 $2.3M 0.67% NEW $83.67 +33.7%
51 HD HOME DEPOT INC Consumer Cyclical 5,723.0 $2.3M 0.67% NEW $400.79 -25.4%
52 RY ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 Financial Services 15,573.0 $2.3M 0.67% NEW $146.81 +25.6%
53 KO COCA-COLA CO Consumer Defensive 34,520.0 $2.3M 0.67% NEW $66.22 +22.1%
54 WLKP WESTLAKE CHEM PARTNERS LP COM UNIT RP LP Basic Materials 107,177.0 $2.2M 0.66% NEW $20.98 +7.5%
55 DLR DIGITAL REALTY TRUST INC Real Estate 12,848.0 $2.2M 0.65% NEW $172.14 +8.4%
56 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 128,924.0 $2.2M 0.65% NEW $17.15 +18.3%
57 MPLX MPLX LP COM UNIT REP LTD Energy 42,648.0 $2.1M 0.62% NEW $49.91 +9.9%
58 SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT Financial Services 3,235.0 $2.1M 0.62% NEW $656.36 +12.2%
59 PLD PROLOGIS INC COM Real Estate 18,452.0 $2.1M 0.61% NEW $114.13 +24.2%
60 WEC WEC ENERGY GROUP INC COM Utilities 18,412.0 $2.1M 0.61% NEW $114.27 -4.6%
Page 3 of 19  ·  376 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 18.3%
Technology 17.3%
Industrials 10.4%
Energy 10.0%
Healthcare 9.5%
Utilities 8.5%
Real Estate 8.3%
Consumer Defensive 7.1%
Basic Materials 4.3%
Consumer Cyclical 3.6%