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Portfolio (Quarterly) Guide ↗

PROMETHIUM ADVISORS,LLC

· CIK 0002034073
13F Portfolio $208M AUM 122 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 30 Added 26 Reduced 8 Exited
Page 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XPO XPO INC Industrials 4,662.0 $957K 0.46% -100.0 -2.1% $205.29 -1.2%
62 V VISA INC Financial Services 2,561.0 $878K 0.42% $343.03 +6.4%
63 PEP PEPSICO INC Consumer Defensive 5,950.0 $806K 0.39% $135.40 +3.5%
64 RTX RTX CORPORATION Industrials 3,700.0 $702K 0.34% -1K -21.3% $189.73 +18.1%
65 COF CAPITAL ONE FINL CORP Financial Services 3,480.0 $698K 0.34% +874.0 +33.5% $200.59 +10.8%
66 CAG CONAGRA BRANDS INC Consumer Defensive 49,650.0 $668K 0.32% +4K +9.5% $13.46 +16.3%
67 PG PROCTER & GAMBLE CO Consumer Defensive 4,416.0 $648K 0.31% -100.0 -2.2% $146.65 -2.2%
68 WINA WINMARK CORP Consumer Cyclical 1,485.0 $628K 0.30% -2K -51.5% $423.08 -17.6%
69 BAC BANK OF AMER CORP Financial Services 10,495.0 $598K 0.29% +500.0 +5.0% $56.98 +12.2%
70 AMD ADVANCED MICRO DEVICES INC Technology 1,000.0 $581K 0.28% NEW $580.91 -17.5%
71 EGBN EAGLE BANCORPORATION INC Financial Services 19,500.0 $554K 0.27% $28.39 +0.2%
72 SPY STATE STR SPDR S&P 500 ETF T Financial Services 722.0 $540K 0.26% NEW $748.07 +2.7%
73 AIG AMERICAN INTL GROUP INC Financial Services 7,000.0 $522K 0.25% $74.53 +2.5%
74 BLK BLACKROCK INC Financial Services 517.0 $497K 0.24% $961.56 +20.2%
75 ALL ALLSTATE CORP Financial Services 2,058.0 $492K 0.24% NEW $239.02 +10.1%
76 CRWD CROWDSTRIKE HLDGS INC Technology 636.0 $485K 0.23% $190.78 +11.3%
77 STWD STARWOOD PPTY TR INC Real Estate 28,772.0 $485K 0.23% $16.86 -4.2%
78 AGG ISHARES TR 4,892.0 $484K 0.23% NEW $98.98 -1.6%
79 LMT LOCKHEED MARTIN CORP Industrials 875.0 $446K 0.21% -1K -56.4% $509.46 +19.9%
80 NVR NVR INC Consumer Cyclical 65.0 $443K 0.21% $6813.40 -8.1%
Page 4 of 7  ·  122 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 18.8%
Technology 14.9%
Healthcare 13.2%
Energy 12.5%
Communication Services 10.0%
Industrials 9.4%
Consumer Cyclical 8.8%
Consumer Defensive 8.3%
Real Estate 2.4%
Utilities 1.6%