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Portfolio (Quarterly) Guide ↗

PERRYMAN FINANCIAL ADVISORY INC /AD

· CIK 0000934040
13F Portfolio $667.0B AUM 175 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 85 Added 47 Reduced 4 Exited
Page 7 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AVDV AMERICAN CENTY ETF TR 5,607.0 $560K 0.08% -854.0 -13.2% $99.85 +8.0%
122 AMGN AMGEN INC Healthcare 1,513.0 $532K 0.08% +24.0 +1.6% $351.83 -7.3%
123 RSPH INVESCO EXCHANGE TRADED FD T 17,311.0 $523K 0.08% $30.19 +0.0%
124 NOBL PROSHARES TR 4,920.0 $522K 0.08% +1K +25.9% $106.01 -0.4%
125 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,463.0 $494K 0.07% +244.0 +20.0% $337.95 +23.6%
126 J JACOBS SOLUTIONS INC Industrials 3,775.0 $480K 0.07% $127.28 -11.4%
127 XLE SELECT SECTOR SPDR TR 7,664.0 $470K 0.07% -760.0 -9.0% $61.26 -3.0%
128 HON HONEYWELL INTL INC Industrials 2,068.0 $467K 0.07% +61.0 +3.0% $226.05 -3.7%
129 VHT VANGUARD WORLD FD 1,701.0 $463K 0.07% $272.29 -0.6%
130 XLV SELECT SECTOR SPDR TR 3,130.0 $459K 0.07% -39.0 -1.2% $146.61 -1.0%
131 SYK STRYKER CORPORATION Healthcare 1,354.0 $445K 0.07% +65.0 +5.0% $328.47 -7.0%
132 VANGUARD MUN BD FDS 5,877.0 $442K 0.07% +1K +29.8% $75.15
133 IGIB ISHARES TR 8,129.0 $433K 0.07% +3K +49.0% $53.22 -0.9%
134 XLF SELECT SECTOR SPDR TR 8,633.0 $426K 0.06% +350.0 +4.2% $49.37 +3.6%
135 MO ALTRIA GROUP INC Consumer Defensive 6,378.0 $421K 0.06% -78.0 -1.2% $65.99 +9.7%
136 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,683.0 $410K 0.06% +2K +16.4% $38.42 +16.7%
137 VOT VANGUARD INDEX FDS 1,504.0 $387K 0.06% $257.35 +10.9%
138 ABBV ABBVIE INC Healthcare 1,729.0 $376K 0.06% +40.0 +2.4% $217.45 -3.2%
139 IGSB ISHARES TR 6,962.0 $366K 0.06% +2K +55.6% $52.56 -0.6%
140 ACWV ISHARES INC 3,025.0 $361K 0.05% $119.50 +0.9%
Page 7 of 9  ·  175 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 35.5%
Financial Services 15.1%
Industrials 10.5%
Consumer Cyclical 10.1%
Communication Services 8.1%
Energy 7.6%
Consumer Defensive 6.9%
Healthcare 4.8%
Real Estate 1.1%
Basic Materials 0.4%