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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 8 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WM WASTE MGMT INC DEL Industrials 6,301.0 $1.4M 0.09% NEW $222.90 +0.5%
142 ORCL ORACLE CORP Technology 9,372.0 $1.4M 0.09% NEW $146.55 -0.1%
143 LOW LOWES COS INC Consumer Cyclical 6,164.0 $1.4M 0.09% NEW $220.47 -2.0%
144 MRK MERCK & CO INC Healthcare 10,549.0 $1.4M 0.09% NEW $128.50 +18.7%
145 USIG ISHARES TR 25,842.0 $1.3M 0.09% NEW $51.29 -2.1%
146 FLOT ISHARES TR 25,929.0 $1.3M 0.09% NEW $51.05 -0.1%
147 NSC NORFOLK SOUTHN CORP Industrials 4,159.0 $1.3M 0.09% NEW $314.59 +11.5%
148 XAR SPDR SERIES TRUST 4,606.0 $1.3M 0.09% NEW $283.79 -3.9%
149 EWJ ISHARES INC 14,000.0 $1.3M 0.09% NEW $93.27 +2.0%
150 ESGU ISHARES TR 7,943.0 $1.3M 0.09% NEW $163.67 +2.5%
151 DIA STATE STR SPDR DOW JONES IND Financial Services 2,488.0 $1.3M 0.09% NEW $522.34 +1.9%
152 PNC PNC FINL SVCS GROUP INC Financial Services 5,274.0 $1.3M 0.09% NEW $246.20 -1.2%
153 APH AMPHENOL CORP Technology 7,285.0 $1.3M 0.09% NEW $176.32 -11.0%
154 IUSB ISHARES TR 27,546.0 $1.3M 0.09% NEW $46.15 -1.6%
155 AMD ADVANCED MICRO DEVICES INC Technology 2,183.0 $1.3M 0.09% NEW $580.91 -18.5%
156 EMXC ISHARES INC 12,375.0 $1.3M 0.09% NEW $102.30 -4.4%
157 TSLA TESLA INC Consumer Cyclical 3,002.0 $1.3M 0.09% NEW $420.60 -13.7%
158 XLG INVESCO EXCHANGE TRADED FD T 20,581.0 $1.3M 0.09% NEW $61.23 +1.4%
159 TLH ISHARES TR 12,406.0 $1.2M 0.08% NEW $100.35 -3.6%
160 CVX CHEVRON CORPORATION Energy 7,430.0 $1.2M 0.08% NEW $165.75 +23.8%
Page 8 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%