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Portfolio (Quarterly) Guide ↗

ProVise Management Group, LLC

· CIK 0001305707
13F Portfolio $1.5B AUM 282 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 94 Added 125 Reduced 10 Exited
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OMC OMNICOM GROUP INC Communication Services 157,557.0 $11.5M 0.77% +18K +12.8% $72.83 +17.3%
22 XMMO INVESCO EXCHANGE TRADED FD T 61,437.0 $10.5M 0.70% +3K +4.4% $170.14 -2.2%
23 BDX BECTON DICKINSON & CO Healthcare 68,497.0 $10.4M 0.69% +6K +9.7% $151.33 +20.3%
24 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 26,181.0 $10.1M 0.68% +1K +4.7% $386.73 +0.9%
25 AON AON PLC Financial Services 28,875.0 $9.6M 0.64% +26K +853.9% $331.69 +4.7%
26 ENB ENBRIDGE INC Energy 173,822.0 $9.4M 0.63% +2K +0.9% $54.21 -6.7%
27 SPEM SPDR INDEX SHS FDS 162,851.0 $8.4M 0.56% +13K +8.6% $51.78 +1.3%
28 BSCS INVESCO EXCH TRD SLF IDX FD 404,242.0 $8.2M 0.55% +107K +36.0% $20.36 +0.1%
29 SPHY SPDR SERIES TRUST 343,849.0 $8.1M 0.54% +28K +8.9% $23.44 -0.6%
30 BSCT INVESCO EXCH TRD SLF IDX FD 418,444.0 $7.8M 0.52% +111K +36.2% $18.57 -0.1%
31 KO COCA COLA CO Consumer Defensive 90,824.0 $7.4M 0.49% +1K +1.2% $81.27 +7.0%
32 BSCR INVESCO EXCH TRD SLF IDX FD 373,259.0 $7.3M 0.49% +86K +29.7% $19.61 +0.2%
33 BSCU INVESCO EXCH TRD SLF IDX FD 432,378.0 $7.2M 0.48% +205K +90.0% $16.64 -0.4%
34 DUK DUKE ENERGY CORP NEW Utilities 53,181.0 $6.7M 0.45% +515.0 +1.0% $126.58 -2.4%
35 GSK GSK PLC Healthcare 123,527.0 $6.5M 0.43% +4K +3.1% $52.42 -4.1%
36 PEP PEPSICO INC Consumer Defensive 44,740.0 $6.1M 0.41% +3K +8.2% $135.40 +2.1%
37 AMGN AMGEN INC Healthcare 16,496.0 $6.0M 0.40% +188.0 +1.1% $362.12 +15.8%
38 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 19,435.0 $5.7M 0.38% +190.0 +1.0% $293.18 +2.6%
39 AMT AMERICAN TOWER CORP Real Estate 25,282.0 $4.1M 0.28% +8K +47.8% $163.57 +5.3%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 95,101.0 $4.0M 0.27% +2K +1.9% $42.34 +13.5%
Page 2 of 5  ·  94 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
Financial Services 22.8%
Technology 20.3%
Communication Services 15.5%
Healthcare 13.2%
Consumer Cyclical 8.2%
Consumer Defensive 6.4%
Industrials 5.3%
Energy 4.1%
Utilities 2.0%
Real Estate 1.4%