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Portfolio (Quarterly) Guide ↗

Holos Integrated Wealth LLC

· CIK 0002080096
13F Portfolio $214M AUM 378 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 30 Added 67 Reduced 49 Exited
Page 16 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 A AGILENT TECHNOLOGIES INC COM Healthcare 38.0 $5K 0.00% $131.13 +21.2%
302 CLX CLOROX CO DEL COM Consumer Defensive 50.0 $5K 0.00% $97.42 +9.5%
303 LOGI LOGITECH INTL S A SHS Technology 50.0 $5K 0.00% $97.12 -1.1%
304 USB US BANCORP COM NEW Financial Services 77.0 $5K 0.00% $62.90 -1.3%
305 AMT AMERICAN TOWER CORP COM Real Estate 28.0 $5K 0.00% -129.0 -82.2% $165.25 +6.4%
306 HPQ HP INC COM Technology 200.0 $5K 0.00% $22.96 +29.4%
307 NOW SERVICENOW INC COM Technology 40.0 $4K 0.00% -5.0 -11.1% $110.72 +16.0%
308 OTIS OTIS WORLDWIDE CORP COM Industrials 60.0 $4K 0.00% $73.43 -2.6%
309 UNILEVER PLC SPON ADR NEW 69.0 $4K 0.00% $62.74
310 CI THE CIGNA GROUP COM Healthcare 15.0 $4K 0.00% $286.60 -3.2%
311 ILCG ISHARES MORNINGSTAR GROWTH ETF 36.0 $4K 0.00% $113.89 +0.9%
312 BND VANGUARD TOTAL BOND MARKET ETF 56.0 $4K 0.00% $72.86 -0.9%
313 HERTZ GLOBAL HLDGS INC WT EXP 063051 4,018.0 $4K 0.00% $0.98
314 WDAY WORKDAY INC CL A Technology 27.0 $4K 0.00% $143.67 +39.2%
315 AVB AVALONBAY CMNTYS INC COM Real Estate 19.0 $4K 0.00% $195.37 -5.8%
316 ASTS AST SPACEMOBILE INC COM CL A Technology 50.0 $4K 0.00% $74.22 -7.5%
317 CARR CARRIER GLOBAL CORPORATION COM Industrials 52.0 $4K 0.00% -68.0 -56.7% $68.67 -12.1%
318 FE FIRSTENERGY CORP COM Utilities 73.0 $4K 0.00% $48.38 -5.0%
319 SBUX STARBUCKS CORP COM Consumer Cyclical 34.0 $4K 0.00% $103.62 +3.3%
320 IRM IRON MTN INC DEL COM Real Estate 30.0 $3K 0.00% $115.90 +5.3%
Page 16 of 19  ·  378 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
Consumer Defensive 29.4%
Financial Services 20.0%
Technology 15.5%
Consumer Cyclical 12.1%
Industrials 7.4%
Healthcare 5.5%
Utilities 5.0%
Communication Services 2.3%
Energy 2.0%
Basic Materials 0.8%