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Portfolio (Quarterly) Guide ↗

Camarda Financial Advisors, LLC

· CIK 0001536444
13F Portfolio $331M AUM 122 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 122 New
Page 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MELI MERCADOLIBRE INC Consumer Cyclical 200.0 $339K 0.10% NEW $1697.39 +15.7%
102 PG PROCTER & GAMBLE CO Consumer Defensive 2,297.0 $337K 0.10% NEW $146.65 -0.3%
103 LQD ISHARES TR 2,917.0 $318K 0.10% NEW $109.07 -3.5%
104 TBIL RBB FD INC 6,032.0 $301K 0.09% NEW $49.86 +0.0%
105 IEF ISHARES TR 3,130.0 $296K 0.09% NEW $94.56 -2.6%
106 PFF ISHARES TR 9,629.0 $294K 0.09% NEW $30.49 -1.3%
107 GOOG ALPHABET INC 823.0 $291K 0.09% NEW $353.38
108 PGX INVESCO EXCH TRADED FD TR II 26,611.0 $288K 0.09% NEW $10.84 -3.0%
109 GEV GE VERNOVA INC Utilities 244.0 $287K 0.09% NEW $1174.88 -23.5%
110 XOM EXXON MOBIL CORP Energy 2,038.0 $279K 0.08% NEW $136.72 +20.4%
111 VONG VANGUARD SCOTTSDALE FDS 2,177.0 $278K 0.08% NEW $127.81 -2.3%
112 FIX COMFORT SYS USA INC Industrials 139.0 $275K 0.08% NEW $1981.95 -21.6%
113 HD HOME DEPOT INC Consumer Cyclical 751.0 $265K 0.08% NEW $352.51 -9.3%
114 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 548.0 $262K 0.08% NEW $477.57 -13.3%
115 CL COLGATE PALMOLIVE CO Consumer Defensive 2,852.0 $261K 0.08% NEW $91.68 -2.2%
116 BNDI NEOS ETF TRUST 5,489.0 $258K 0.08% NEW $47.04 -1.9%
117 LUNR INTUITIVE MACHINES INC Industrials 12,000.0 $257K 0.08% NEW $21.39 -31.2%
118 ALAB ASTERA LABS INC Technology 490.0 $237K 0.07% NEW $483.02 -42.1%
119 AFL AFLAC INC Financial Services 2,014.0 $236K 0.07% NEW $117.25 -1.0%
120 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 236.0 $221K 0.07% NEW $934.77 +0.6%
Page 6 of 7  ·  122 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 61.4%
Industrials 11.6%
Consumer Cyclical 10.4%
Financial Services 6.6%
Communication Services 5.4%
Consumer Defensive 3.0%
Energy 1.2%
Utilities 0.2%
Healthcare 0.2%