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Portfolio (Quarterly) Guide ↗

Arbor Investment Advisors, LLC

· CIK 0001590073
13F Portfolio $883M AUM 145 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 145 New
Page 6 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWR iShares Russell Mid-Cap ETF 3,099.0 $342K 0.04% NEW $110.32 +2.2%
102 ITW Illinois Tool Works Industrials 1,254.0 $339K 0.04% NEW $270.48 +4.6%
103 RJF Raymond James Financial Inc. Financial Services 2,181.0 $332K 0.04% NEW $152.03 +14.1%
104 UNH UnitedHealth Group Inc. Healthcare 797.0 $331K 0.04% NEW $415.76 -7.3%
105 UNP Union Pacific Corp. Industrials 1,193.0 $324K 0.04% NEW $271.97 +12.7%
106 VV Vanguard Large Cap ETF 939.0 $323K 0.04% NEW $343.91 +2.2%
107 IYH iShares U.S. Healthcare ETF 4,780.0 $320K 0.04% NEW $67.01 +9.4%
108 XLF Financial Select Sector SPDR Fund 5,924.0 $318K 0.04% NEW $53.61 +6.6%
109 GE GE Aerospace Industrials 837.0 $313K 0.04% NEW $373.75 -7.8%
110 IWP iShares Russell Mid-Cap Growth ETF 2,102.0 $308K 0.04% NEW $146.41 -3.0%
111 ORCL Oracle Corporation Technology 2,094.0 $307K 0.04% NEW $146.55 -3.0%
112 TMO Thermo Fisher Scientific, Inc. Healthcare 601.0 $301K 0.03% NEW $501.62 +25.3%
113 COF Capital One Financial Corp. Financial Services 1,482.0 $297K 0.03% NEW $200.68 +7.1%
114 VSGX Vanguard ESG International Stock ETF 3,469.0 $286K 0.03% NEW $82.35 +0.4%
115 VOT Vanguard Mid-Cap Growth ETF 919.0 $281K 0.03% NEW $306.30 -1.2%
116 GDX VanEck Vectors Gold Miners ETF 3,726.0 $281K 0.03% NEW $75.46 +31.4%
117 APOS Apollo Global Management, Inc. Financial Services 2,302.0 $272K 0.03% NEW $118.31 -78.4%
118 ENB Enbridge Inc. Energy 4,896.0 $265K 0.03% NEW $54.21 -5.5%
119 QCLN First Trust NASDAQ Clean Edge Green Energy Idx EFT 4,292.0 $263K 0.03% NEW $61.32 -19.0%
120 PSX Phillips 66 Energy 1,547.0 $261K 0.03% NEW $169.04 +43.3%
Page 6 of 8  ·  145 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 40.4%
Financial Services 21.3%
Consumer Cyclical 11.6%
Industrials 5.7%
Communication Services 5.4%
Healthcare 5.2%
Consumer Defensive 4.7%
Utilities 3.6%
Energy 2.1%