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Portfolio (Quarterly) Guide ↗

Pathway Financial Advisers, LLC

· CIK 0002024152
13F Portfolio $345M AUM 163 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 68 Added 52 Reduced 215 Exited
Page 3 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AKRE PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF 44,550.0 $2.9M 0.85% NEW $65.51 -18.9%
42 PDT HANCOCK JOHN PREM DIVID FD COM SH BEN INT Financial Services 229,043.0 $2.9M 0.84% $12.70 +0.2%
43 QCOM QUALCOMM INC Technology 16,184.0 $2.8M 0.80% +275.0 +1.7% $171.05 +17.0%
44 EMR EMERSON ELECTRIC CO Industrials 20,457.0 $2.7M 0.79% +382.0 +1.9% $132.72 +3.9%
45 RY ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 Financial Services 15,852.0 $2.7M 0.78% +279.0 +1.8% $170.49 +5.5%
46 LLY ELI LILLY &CO COM Healthcare 2,513.0 $2.7M 0.78% -23.0 -0.9% $1074.81 -6.3%
47 UNH UNITEDHEALTH GROUP INC Healthcare 8,040.0 $2.7M 0.77% -164.0 -2.0% $330.13 +20.9%
48 AMZN AMAZON COM INC Consumer Cyclical 11,309.0 $2.6M 0.76% +491.0 +4.5% $230.82 +14.4%
49 UNILEVER PLC SPONSORED ADS EACH 1 ORD (REV SPT) 39,286.0 $2.6M 0.74% NEW $65.40
50 KO COCA-COLA CO Consumer Defensive 35,013.0 $2.4M 0.71% +493.0 +1.4% $69.91 +15.1%
51 UNP UNION PAC CORP COM Industrials 10,479.0 $2.4M 0.70% +458.0 +4.6% $231.33 +16.4%
52 PLD PROLOGIS INC COM Real Estate 18,589.0 $2.4M 0.69% +137.0 +0.7% $127.66 +11.8%
53 MPLX MPLX LP COM UNIT REP LTD Energy 44,463.0 $2.4M 0.69% +2K +4.3% $53.37 +4.1%
54 PG PROCTER AND GAMBLE CO COM Consumer Defensive 15,804.0 $2.3M 0.66% -907.0 -5.4% $143.31 -0.4%
55 NOC NORTHROP GRUMMAN CORP COM USD1 Industrials 3,966.0 $2.3M 0.66% $570.22 -3.8%
56 APD AIR PRODUCTS AND CHEMICALS INC Basic Materials 9,069.0 $2.2M 0.65% -1K -12.5% $247.02 +19.6%
57 SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT Financial Services 3,232.0 $2.2M 0.64% $682.00 +8.4%
58 TFC TRUIST FINL CORP COM Financial Services 44,609.0 $2.2M 0.64% -1K -2.3% $49.21 -4.2%
59 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 131,707.0 $2.2M 0.63% +3K +2.2% $16.49 +23.5%
60 KLAC KLA CORP COM NEW Technology 1,667.0 $2.0M 0.59% -24.0 -1.4% $1214.99 +55.8%
Page 3 of 9  ·  163 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 18.6%
Technology 17.8%
Industrials 10.4%
Healthcare 10.2%
Energy 10.0%
Utilities 8.2%
Real Estate 7.8%
Consumer Defensive 6.1%
Basic Materials 4.5%
Consumer Cyclical 3.4%