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Portfolio (Quarterly) Guide ↗

Forty-three Eighteen Advisors, LLC

· CIK 0002116323
13F Portfolio $133M AUM 75 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 18 Added 12 Reduced 15 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 14,722.0 $1.1M 0.81% NEW $72.69 +6.1%
42 PJUL INNOVATOR ETFS TRUST 22,964.0 $1.1M 0.80% $45.97 +5.4%
43 FCX FREEPORT MCMORAN INC Basic Materials 17,088.0 $1.0M 0.76% NEW $58.78 +6.0%
44 EME EMCOR GROUP INC Industrials 1,278.0 $944K 0.71% +74.0 +6.2% $738.31 +15.0%
45 PFEB INNOVATOR ETFS TRUST 23,296.0 $934K 0.70% $40.10 +6.5%
46 FEBW AIM ETF PRODUCTS TRUST 26,417.0 $884K 0.67% $33.48 +5.5%
47 PAPR INNOVATOR ETFS TRUST 18,676.0 $743K 0.56% $39.80 +5.3%
48 RITM RITHM CAPITAL CORP Real Estate 74,272.0 $704K 0.53% $9.48 -2.2%
49 ENTG ENTEGRIS INC Technology 5,798.0 $680K 0.51% NEW $117.24 +12.1%
50 RSP INVESCO EXCHANGE TRADED FD T 2,973.0 $571K 0.43% +483.0 +19.4% $191.92 +6.7%
51 PNOV INNOVATOR ETFS TRUST 11,233.0 $459K 0.35% $40.86 +7.6%
52 NFLX NETFLIX INC. Communication Services 4,209.0 $405K 0.30% +770.0 +22.4% $96.15 -7.1%
53 CVS CVS HEALTH CORP Healthcare 5,500.0 $395K 0.30% -2K -31.2% $71.82 +29.9%
54 AMZN AMAZON COM INC Consumer Cyclical 1,895.0 $395K 0.30% +78.0 +4.3% $208.27 +28.9%
55 FTSM FIRST TR EXCHANGE-TRADED FD 6,585.0 $394K 0.30% $59.78 +0.2%
56 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 18,100.0 $358K 0.27% NEW $19.78 -0.9%
57 VOO VANGUARD INDEX FDS 556.0 $332K 0.25% $597.17 +14.4%
58 JBHT HUNT J B TRANS SVCS INC Industrials 1,562.0 $331K 0.25% -2K -56.1% $211.90 +22.3%
59 PMAR INNOVATOR ETFS TRUST 6,657.0 $297K 0.22% NEW $44.62 +6.3%
60 CASY CASEYS GEN STORES INC Consumer Cyclical 406.0 $296K 0.22% $727.86 +13.3%
Page 3 of 4  ·  75 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 27.7%
Financial Services 17.4%
Consumer Defensive 17.0%
Industrials 13.4%
Energy 7.1%
Healthcare 6.7%
Real Estate 4.6%
Communication Services 2.6%
Basic Materials 2.5%
Consumer Cyclical 1.0%