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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 5 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADC AGREE RLTY CORP COM Real Estate 22,013.0 $1.7M 0.42% +1K +4.8% $75.74 -2.0%
82 XYL XYLEM INC COM USD0.01 Industrials 13,583.0 $1.6M 0.41% +2K +14.4% $118.21 -3.6%
83 GOOG ALPHABET INC CAP STK CL C Communication Services 4,413.0 $1.6M 0.39% -104.0 -2.3% $353.36 -3.4%
84 QTUM ETF SER SOLUTIONS DEFIANCE QUANT 9,398.0 $1.6M 0.39% +2K +33.9% $165.38 -8.0%
85 MDT MEDTRONIC PLC Healthcare 19,219.0 $1.5M 0.38% -19K -50.2% $78.23 +17.7%
86 ALL ALLSTATE CORP COM USD0.01 Financial Services 6,190.0 $1.5M 0.37% +221.0 +3.7% $237.96 +9.7%
87 CFR CULLEN/FROST BANKERS INC Financial Services 9,403.0 $1.5M 0.37% +2K +31.7% $154.52 +8.3%
88 AXP AMERICAN EXPRESS CO COM USD0.20 Financial Services 4,278.0 $1.4M 0.36% +714.0 +20.0% $338.25 +0.1%
89 ANET ARISTA NETWORKS INC COM SHS Technology 8,401.0 $1.4M 0.36% +980.0 +13.2% $169.88 +13.7%
90 PEBO PEOPLES BANCORP INC Financial Services 36,375.0 $1.4M 0.35% +855.0 +2.4% $38.41 +6.7%
91 SOXX ISHARES TR ISHARES SEMICDTR 2,178.0 $1.4M 0.35% +76.0 +3.6% $640.72 -17.1%
92 PFE PFIZER INC Healthcare 57,903.0 $1.4M 0.35% +12K +24.8% $24.08 +13.2%
93 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 24,438.0 $1.4M 0.35% +12K +102.3% $56.16 +3.5%
94 CEG CONSTELLATION ENERGY CORP COM Utilities 4,969.0 $1.2M 0.31% +818.0 +19.7% $248.37 +7.4%
95 NSC NORFOLK SOUTHN CORP COM Industrials 3,840.0 $1.2M 0.30% $314.62 +7.7%
96 PRU PRUDENTIAL FINANCIAL INC Financial Services 11,055.0 $1.2M 0.30% -152.0 -1.4% $107.93 +15.4%
97 WTRG ESSENTIAL UTILS INC COM Utilities 30,334.0 $1.2M 0.29% -2K -5.0% $38.31 +5.3%
98 COST COSTCO WHOLESALE CORP COM Consumer Defensive 1,243.0 $1.2M 0.29% +419.0 +50.9% $927.63 +3.6%
99 XOM EXXON MOBIL CORP COM Energy 8,385.0 $1.1M 0.29% +451.0 +5.7% $136.72 +21.1%
100 DVY ISHARES SELECT DIVIDEND ETF 6,951.0 $1.1M 0.27% -177.0 -2.5% $156.30 +5.5%
Page 5 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%