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Portfolio (Quarterly) Guide ↗

WBH ADVISORY INC

· CIK 0001259671
13F Portfolio $1.5B AUM 365 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 363 New
Page 17 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,057.0 $291K 0.02% NEW $57.62 +16.3%
322 AMAT APPLIED MATLS INC Technology 403.0 $291K 0.02% NEW $723.00 -31.9%
323 OEF ISHARES TR 794.0 $291K 0.02% NEW $365.87 +3.3%
324 VSS VANGUARD INTL EQUITY INDEX F 1,850.0 $285K 0.02% NEW $154.29 +3.7%
325 DHR DANAHER CORP DEL Healthcare 1,487.0 $283K 0.02% NEW $190.48 +14.9%
326 MLPA GLOBAL X FDS 5,221.0 $277K 0.02% NEW $53.08 +6.2%
327 SPYD SPDR SERIES TRUST 5,772.0 $275K 0.02% NEW $47.71 +5.7%
328 CVS CVS HEALTH CORP Healthcare 2,654.0 $275K 0.02% NEW $103.45 -10.1%
329 IYY ISHARES TR 1,500.0 $273K 0.02% NEW $182.28 +2.4%
330 TXT TEXTRON INC Industrials 2,970.0 $272K 0.02% NEW $91.74 -9.6%
331 ISTB ISHARES TR 5,572.0 $269K 0.02% NEW $48.25 -0.5%
332 AIZ ASSURANT INC Financial Services 1,000.0 $269K 0.02% NEW $268.53 +5.8%
333 MDLZ MONDELEZ INTL INC Consumer Defensive 4,549.0 $263K 0.02% NEW $57.83 +11.4%
334 MTB M & T BK CORP Financial Services 1,091.0 $260K 0.02% NEW $238.01 +1.0%
335 MAR MARRIOTT INTL INC NEW Consumer Cyclical 697.0 $258K 0.02% NEW $370.59 -3.8%
336 EXC EXELON CORP Utilities 5,493.0 $256K 0.02% NEW $46.62 -6.1%
337 GLOF ISHARES TR 4,348.0 $256K 0.02% NEW $58.81 +3.8%
338 AMT AMERICAN TOWER CORP Real Estate 1,536.0 $251K 0.02% NEW $163.58 +7.5%
339 IJJ ISHARES TR 1,663.0 $246K 0.02% NEW $147.73 +0.9%
340 WFC WELLS FARGO & CO Financial Services 2,961.0 $245K 0.02% NEW $82.65 +1.4%
Page 17 of 19  ·  363 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 26.3%
Financial Services 19.9%
Industrials 15.1%
Healthcare 9.4%
Consumer Defensive 9.2%
Consumer Cyclical 8.6%
Communication Services 5.6%
Basic Materials 1.6%
Utilities 1.5%
Real Estate 1.5%