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Portfolio (Quarterly) Guide ↗

FIDUCIARY FINANCIAL ADVISORS

· CIK 0002116119
13F Portfolio $984M AUM 49,774 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2794 New
Page 120 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 BNL BROADSTONE NET LEASE INC Real Estate 69.0 $1K NEW $20.38 +2.0%
2382 AVNT AVIENT CORPORATION Basic Materials 40.0 $1K NEW $35.12 +23.7%
2383 OSCR OSCAR HEALTH INC Healthcare 52.0 $1K NEW $26.88 +16.3%
2384 CC CHEMOURS CO Basic Materials 71.0 $1K NEW $19.65 -21.5%
2385 MSGE SPHERE ENTERTAINMENT CO Communication Services 8.0 $1K NEW $173.00 -52.7%
2386 AMRC AMERESCO INC Industrials 50.0 $1K NEW $27.60 -7.6%
2387 WPP WPP PLC NEW Communication Services 90.0 $1K NEW $15.31 +72.4%
2388 TMC TMC THE METALS COMPANY INC Basic Materials 310.0 $1K NEW $4.43 -11.5%
2389 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 13.0 $1K NEW $105.54 -9.9%
2390 ICL ICL GROUP LTD Basic Materials 273.0 $1K NEW $4.98 +8.6%
2391 WLY WILEY JOHN & SONS INC Communication Services 29.0 $1K NEW $46.86 +9.1%
2392 OUTFRONT MEDIA INC 41.0 $1K NEW $32.76
2393 TDW TIDEWATER INC NEW Energy 21.0 $1K NEW $63.52 +48.2%
2394 CGW INVESCO EXCH TRADED FD TR II 20.0 $1K NEW $66.70 -3.3%
2395 XP XP INC Financial Services 83.0 $1K NEW $16.06 -1.4%
2396 MTX MINERALS TECHNOLOGIES INC Basic Materials 19.0 $1K NEW $70.11 +2.3%
2397 AMR ALPHA METALLURGICAL RESOUR I Energy 8.0 $1K NEW $165.00 +2.7%
2398 BBWI BATH & BODY WORKS INC Consumer Cyclical 58.0 $1K NEW $22.74 -11.9%
2399 KBR KBR INC Industrials 41.0 $1K NEW $32.02 +17.5%
2400 MUX MCEWEN INC. Basic Materials 72.0 $1K NEW $18.12 +1.3%
Page 120 of 140  ·  2,794 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 32.9%
Financial Services 30.6%
Industrials 10.0%
Consumer Cyclical 5.9%
Healthcare 5.2%
Communication Services 4.6%
Consumer Defensive 3.2%
Energy 2.9%
Basic Materials 1.7%
Real Estate 1.5%