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Portfolio (Quarterly) Guide ↗

Huntleigh Advisors, Inc.

· CIK 0001367653
13F Portfolio $714M AUM 303 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 51 New 135 Added 73 Reduced 30 Exited
Page 2 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CMI CUMMINS INC Industrials 7,475.0 $5.3M 0.75% +746.0 +11.1% $713.24 -17.1%
22 V VISA INC Financial Services 13,788.0 $4.7M 0.66% +857.0 +6.6% $343.08 +8.3%
23 FAST FASTENAL CO Industrials 95,318.0 $4.6M 0.64% +7K +8.1% $48.03 +7.0%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,874.0 $4.6M 0.64% +296.0 +6.5% $935.47 +1.5%
25 AMGN AMGEN INC Healthcare 12,329.0 $4.5M 0.62% +703.0 +6.0% $362.12 +21.4%
26 MS MORGAN STANLEY Financial Services 21,101.0 $4.4M 0.62% +2K +9.4% $209.04 +0.7%
27 RKLB ROCKET LAB CORP Industrials 43,195.0 $4.4M 0.61% +6K +15.7% $101.65 -28.3%
28 MTZ MASTEC INC Industrials 10,523.0 $4.4M 0.61% +519.0 +5.2% $416.06 -36.4%
29 VCTR VICTORY CAP HLDGS INC DEL Financial Services 48,483.0 $4.1M 0.57% +4K +9.0% $84.06 +36.7%
30 FTSL FIRST TR EXCHANGE-TRADED FD 87,433.0 $3.9M 0.55% +2K +2.2% $44.75 +0.0%
31 TT TRANE TECHNOLOGIES PLC Industrials 7,570.0 $3.7M 0.52% +638.0 +9.2% $491.16 -7.4%
32 DRS LEONARDO DRS INC Industrials 86,181.0 $3.7M 0.52% +4K +4.8% $42.67 -4.6%
33 LLY ELI LILLY & CO Healthcare 2,984.0 $3.6M 0.50% +107.0 +3.7% $1199.54 +5.7%
34 SYK STRYKER CORPORATION Healthcare 10,888.0 $3.4M 0.48% +617.0 +6.0% $314.83 +4.7%
35 LOW LOWES COS INC Consumer Cyclical 15,197.0 $3.4M 0.47% +1K +7.6% $220.50 -1.1%
36 NTRA NATERA INC Healthcare 12,210.0 $3.3M 0.46% +521.0 +4.5% $271.45 +20.6%
37 NOC NORTHROP GRUMMAN CORP Industrials 6,151.0 $3.1M 0.44% +520.0 +9.2% $509.31 +9.2%
38 CRM SALESFORCE INC Technology 19,551.0 $3.1M 0.43% +1K +6.5% $156.66 +34.4%
39 MCD MCDONALDS CORP Consumer Cyclical 11,119.0 $3.0M 0.42% +600.0 +5.7% $270.32 -0.1%
40 ABBV ABBVIE INC Healthcare 11,653.0 $2.9M 0.41% +738.0 +6.8% $251.63 +6.0%
Page 2 of 7  ·  135 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 46.4%
Industrials 16.1%
Financial Services 12.0%
Healthcare 6.2%
Consumer Cyclical 6.2%
Communication Services 6.1%
Consumer Defensive 2.7%
Energy 2.3%
Utilities 1.2%
Basic Materials 0.7%