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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 124 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 45.0 $1K NEW $24.24 -7.2%
2462 VC VISTEON CORP Consumer Cyclical 12.0 $1K NEW $90.92 +16.1%
2463 AZZ AZZ INC Industrials 7.0 $1K NEW $155.00 -4.7%
2464 CHDN CHURCHILL DOWNS INC Consumer Cyclical 14.0 $1K NEW $76.86 +16.6%
2465 KRP KIMBELL RTY PARTNERS LP Energy 74.0 $1K NEW $14.54 +2.2%
2466 UWMC UWM HOLDINGS CORPORATION Financial Services 467.0 $1K NEW $2.29 -36.2%
2467 LIBERTY GLOBAL LTD 96.0 $1K NEW $11.14
2468 PBW INVESCO EXCHANGE TRADED FD T 27.0 $1K NEW $39.30 -14.8%
2469 BRBR BELLRING BRANDS INC Consumer Defensive 84.0 $1K NEW $12.62 -16.2%
2470 SRRK SCHOLAR ROCK HLDG CORP Healthcare 20.0 $1K NEW $52.25 +2.9%
2471 LASR NLIGHT INC Technology 15.0 $1K NEW $69.60 -27.7%
2472 DRIO DARIOHEALTH CORP Healthcare 159.0 $1K NEW $6.56 +11.7%
2473 GEF GREIF INC Consumer Cyclical 15.0 $1K NEW $69.47 +26.1%
2474 CHWY CHEWY INC Consumer Cyclical 53.0 $1K NEW $19.64 +18.6%
2475 OLED UNIVERSAL DISPLAY CORP Technology 12.0 $1K NEW $86.58 -1.9%
2476 SLG SL GREEN RLTY CORP Real Estate 20.0 $1K NEW $51.75 +9.5%
2477 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 18.0 $1K NEW $57.33 +13.5%
2478 AEGON LTD 122.0 $1K NEW $8.44
2479 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 34.0 $1K NEW $30.26 +3.9%
2480 RIGL RIGEL PHARMACEUTICALS INC Healthcare 26.0 $1K NEW $39.12 +11.1%
Page 124 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%