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Portfolio (Quarterly) Guide ↗

MORRIS FINANCIAL CONCEPTS, INC.

· CIK 0001387386
13F Portfolio $295M AUM 195 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 58 Added 58 Reduced 4 Exited
Page 5 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 1,302.0 $428K 0.14% +380.0 +41.2% $328.87 +6.1%
82 AVGO BROADCOM INC Technology 1,363.0 $422K 0.14% -64.0 -4.5% $309.51 +17.9%
83 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,240.0 $419K 0.14% -78.0 -5.9% $337.95 +27.9%
84 GS GOLDMAN SACHS GROUP INC Financial Services 492.0 $416K 0.14% -35.0 -6.6% $845.99 +20.5%
85 NFLX NETFLIX INC. Communication Services 4,316.0 $415K 0.14% -453.0 -9.5% $96.15 -23.2%
86 VYM VANGUARD WHITEHALL FDS 2,766.0 $410K 0.14% -51.0 -1.8% $148.11 +6.8%
87 EAGG ISHARES TR 8,581.0 $408K 0.14% +574.0 +7.2% $47.55 +0.1%
88 FNDX SCHWAB STRATEGIC TR 14,216.0 $396K 0.13% $27.85 +11.2%
89 GEV GE VERNOVA INC Utilities 450.0 $393K 0.13% $872.90 +19.7%
90 RTX RTX CORPORATION Industrials 2,014.0 $389K 0.13% +40.0 +2.0% $192.90 -2.5%
91 PG PROCTER & GAMBLE CO Consumer Defensive 2,682.0 $387K 0.13% -17.0 -0.6% $144.42 +3.2%
92 DE DEERE & CO Industrials 684.0 $385K 0.13% -9.0 -1.3% $563.30 +8.9%
93 KO COCA COLA CO Consumer Defensive 5,018.0 $382K 0.13% -111.0 -2.2% $76.05 +8.6%
94 MRK MERCK & CO INC Healthcare 3,046.0 $366K 0.12% $120.29 +6.7%
95 FIX COMFORT SYS USA INC Industrials 264.0 $364K 0.12% $1378.99 +34.5%
96 FNDC SCHWAB STRATEGIC TR 7,627.0 $354K 0.12% $46.36 +4.2%
97 BND VANGUARD BD INDEX FDS 4,700.0 $346K 0.12% $73.64 +0.0%
98 AMZN AMAZON COM INC Consumer Cyclical 1,619.0 $337K 0.11% $208.27 +11.7%
99 SCHD SCHWAB STRATEGIC TR 10,545.0 $324K 0.11% $30.68 +4.5%
100 VNQ VANGUARD INDEX FDS 3,466.0 $307K 0.10% $88.70 +11.2%
Page 5 of 10  ·  195 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 31.0%
Technology 17.3%
Consumer Cyclical 12.2%
Healthcare 10.4%
Consumer Defensive 9.7%
Communication Services 7.0%
Industrials 5.9%
Energy 3.3%
Utilities 2.5%
Basic Materials 0.8%