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Portfolio (Quarterly) Guide ↗

Pathway Financial Advisers, LLC

· CIK 0002024152
13F Portfolio $397M AUM 167 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 16 New 94 Added 41 Reduced 12 Exited
Page 4 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WLKP WESTLAKE CHEM PARTNERS LP COM UNIT RP LP Basic Materials 107,894.0 $2.4M 0.60% +5K +4.4% $22.26 -2.5%
62 GD GENERAL DYNAMICS CORP COM Industrials 6,777.0 $2.4M 0.60% +2K +30.4% $354.22 +11.1%
63 DLR DIGITAL REALTY TRUST INC Real Estate 12,993.0 $2.3M 0.59% +77.0 +0.6% $179.50 +8.8%
64 WEC WEC ENERGY GROUP INC COM Utilities 19,402.0 $2.3M 0.57% +1K +5.8% $116.77 -4.9%
65 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 17,650.0 $2.2M 0.55% +5K +37.0% $123.44 -4.8%
66 NOC NORTHROP GRUMMAN CORP COM USD1 Industrials 4,252.0 $2.2M 0.55% +286.0 +7.2% $509.32 +15.7%
67 TFC TRUIST FINL CORP COM Financial Services 42,675.0 $2.1M 0.54% -2K -4.3% $49.82 +5.2%
68 TXN TEXAS INSTRUMENTS INC COM USD1.00 Technology 7,046.0 $2.1M 0.53% +515.0 +7.9% $298.09 -8.7%
69 MET METLIFE INC COM USD0.01 Financial Services 24,359.0 $2.1M 0.52% -928.0 -3.7% $84.61 +14.3%
70 HD HOME DEPOT INC Consumer Cyclical 5,739.0 $2.0M 0.51% +101.0 +1.8% $352.50 -4.3%
71 SLF SUN LIFE FINANCIAL INC COM NPV ISIN CA8667961053 SEDOL 2566124 Financial Services 25,721.0 $2.0M 0.51% +1K +4.9% $78.42 +2.5%
72 V VISA INC Financial Services 5,847.0 $2.0M 0.51% +251.0 +4.5% $343.10 +6.2%
73 HYT BLACKROCK CORPORATE HIGH YIELD INC COM USD0.10 Financial Services 221,488.0 $1.9M 0.48% +7K +3.3% $8.56 -2.7%
74 NTR NUTRIEN LTD COM NPV ISIN CA67077M1086 SEDOL BDRJLN0 Basic Materials 28,644.0 $1.8M 0.45% -359.0 -1.2% $62.95 +10.2%
75 NEE NEXTERA ENERGY INC COM USD0.01 Utilities 20,399.0 $1.8M 0.45% +1K +7.9% $87.77 -1.8%
76 USB US BANCORP Financial Services 29,033.0 $1.8M 0.44% $60.40 +7.3%
77 BIP BROOKFIELD INFRASTRUCTURE PARTN L.P Utilities 47,997.0 $1.8M 0.44% +11K +30.5% $36.49 +5.0%
78 BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 3,496.0 $1.7M 0.44% $500.32
79 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 16,343.0 $1.7M 0.42% -209.0 -1.3% $102.84 -1.2%
80 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 2,279.0 $1.7M 0.42% +476.0 +26.4% $736.50 -2.6%
Page 4 of 9  ·  167 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
Technology 21.3%
Financial Services 17.8%
Energy 11.0%
Healthcare 9.3%
Industrials 8.7%
Utilities 8.4%
Real Estate 7.8%
Consumer Defensive 5.4%
Basic Materials 4.2%
Communication Services 3.3%