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Portfolio (Quarterly) Guide ↗

ECLECTIC ASSOCIATES INC /ADV

· CIK 0000743482
13F Portfolio $878M AUM 162 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 50 Added 78 Reduced 5 Exited
Page 4 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMZN AMAZON COM INC Consumer Cyclical 8,019.0 $1.9M 0.22% +68.0 +0.9% $238.33 +8.9%
62 NOC NORTHROP GRUMMAN CORP Industrials 3,645.0 $1.9M 0.21% $509.32 +15.7%
63 SPYG SPDR SERIES TRUST 15,122.0 $1.8M 0.20% $118.99 +1.6%
64 PLTR PALANTIR TECHNOLOGIES INC Technology 14,909.0 $1.7M 0.20% +87.0 +0.6% $116.63 +47.1%
65 PFIG INVESCO EXCH TRADED FD TR II 70,334.0 $1.7M 0.19% +6K +9.3% $23.92 -0.9%
66 MSFT MICROSOFT CORP Technology 4,447.0 $1.7M 0.19% -484.0 -9.8% $373.06 +29.1%
67 INTC INTEL CORP Technology 11,055.0 $1.5M 0.18% -367.0 -3.2% $139.63 -30.8%
68 SMH VANECK ETF TRUST 2,352.0 $1.5M 0.18% -534.0 -18.5% $655.90 -13.1%
69 VNQ VANGUARD INDEX FDS 15,709.0 $1.5M 0.17% -286.0 -1.8% $96.49 +1.2%
70 ABBV ABBVIE INC Healthcare 5,575.0 $1.4M 0.16% -268.0 -4.6% $251.64 +2.9%
71 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,726.0 $1.3M 0.15% $746.87 +2.7%
72 VEU VANGUARD INTL EQUITY INDEX F 15,220.0 $1.3M 0.14% $83.75 +0.8%
73 WFC WELLS FARGO & CO Financial Services 15,124.0 $1.2M 0.14% -466.0 -3.0% $82.64 +5.8%
74 NVDA NVIDIA CORPORATION Technology 5,516.0 $1.1M 0.13% -189.0 -3.3% $200.09 +9.8%
75 RTX RTX CORPORATION Industrials 5,774.0 $1.1M 0.12% +351.0 +6.5% $189.73 +18.9%
76 IWC ISHARES TR 5,262.0 $1.1M 0.12% +191.0 +3.8% $200.04 -0.9%
77 TSLA TESLA INC Consumer Cyclical 2,497.0 $1.1M 0.12% +43.0 +1.8% $420.61 -19.9%
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,057.0 $989K 0.11% -24.0 -2.2% $935.42 +2.8%
79 BA BOEING CO Industrials 4,449.0 $963K 0.11% -207.0 -4.5% $216.48 +3.0%
80 JADE J P MORGAN EXCHANGE TRADED F 11,981.0 $960K 0.11% NEW $80.13 -3.0%
Page 4 of 9  ·  162 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 30.2%
Financial Services 21.6%
Healthcare 11.3%
Consumer Cyclical 10.1%
Industrials 8.4%
Consumer Defensive 7.1%
Energy 5.5%
Communication Services 4.3%
Real Estate 0.7%
Utilities 0.4%