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Portfolio (Quarterly) Guide ↗

Private Advisor Group, LLC

· CIK 0001567755
13F Portfolio $21.3B AUM 2,735 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 258 New 1157 Added 1006 Reduced 175 Exited
Page 135 of 136  ·  2,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 PUT BERKSHIRE HATHAWAY INC DEL 100.0 $1K $13.52
2682 XEROX HOLDINGS CORP 14,425.0 $1K NEW $0.09
2683 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 3,500.0 $1K $0.35 +9236.2%
2684 GABELLI EQUITY TR INC 167,195.0 $1K NEW $0.01
2685 EGBN EAGLE BANCORPORATION INC Financial Services 46.0 $1K $24.87 +0.8%
2686 ARKK PUT ARK ETF TR 3,500.0 $1K NEW $0.33 +22895.6%
2687 ADBE CALL ADOBE INC Technology 200.0 $1K $5.30 +4571.7%
2688 TE CALL T1 ENERGY INC Industrials 500.0 $1K NEW $2.00 +186.5%
2689 UNH CALL UNITEDHEALTH GROUP INC Healthcare 100.0 $986.0 $9.86 +3947.6%
2690 TSLA PUT TESLA INC Consumer Cyclical 100.0 $850.0 -100.0 -50.0% $8.50 +5115.3%
2691 CLF CALL CLEVELAND-CLIFFS INC NEW Basic Materials 500.0 $850.0 NEW $1.70 +506.5%
2692 NU CALL NU HLDGS LTD Financial Services 7,500.0 $750.0 $0.10 +12830.0%
2693 PYPL CALL PAYPAL HLDGS INC Financial Services $740.0 NEW
2694 GERN CALL GERON CORP Healthcare 4,500.0 $655.0 -4K -43.8% $0.15 +861.8%
2695 VISN CALL VISTANCE NETWORKS INC Technology 2,500.0 $625.0 $0.25 +4472.0%
2696 MNST PUT MONSTER BEVERAGE CORP NEW Consumer Defensive 100.0 $600.0 NEW $6.00 +1330.3%
2697 SOUN CALL SOUNDHOUND AI INC Technology 1,000.0 $460.0 $0.46 +1752.2%
2698 DUOL CALL DUOLINGO INC Technology 1,400.0 $436.0 -1K -46.1% $0.31 +34949.8%
2699 HIMS CALL HIMS & HERS HEALTH INC Healthcare 200.0 $162.0 $0.81 +2892.6%
2700 TECK CALL TECK RESOURCES LTD Basic Materials 1,000.0 $150.0 NEW $0.15 +43500.0%
Page 135 of 136  ·  2,704 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 27.1%
Financial Services 26.8%
Industrials 8.2%
Consumer Cyclical 7.8%
Healthcare 7.5%
Communication Services 6.8%
Consumer Defensive 5.3%
Energy 5.1%
Utilities 2.5%
Basic Materials 1.7%