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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 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSLA Tesla Inc. Consumer Cyclical 602.0 $253K 0.03% NEW $420.60 -16.5%
122 TSM Taiwan Semiconductor Mfg Co. Ltd. Technology 519.0 $248K 0.03% NEW $477.57 -13.7%
123 VO Vanguard Mid-Cap Index Fund ETF 3,064.0 $247K 0.03% NEW $80.57 +3.1%
124 HELO JPMorgan Hedged Equity Laddered Overlay ETF 3,647.0 $246K 0.03% NEW $67.58 +3.0%
125 IWS iShares Russell Mid-Cap Value ETF 1,497.0 $246K 0.03% NEW $164.60 +4.7%
126 APH Amphenol Corp. Cl A Technology 1,393.0 $246K 0.03% NEW $176.32 -11.5%
127 AMAT Applied Materials Inc. Technology 336.0 $243K 0.03% NEW $723.00 -31.4%
128 AMD Advanced Micro Devices Inc. Technology 417.0 $242K 0.03% NEW $580.75 -19.7%
129 PANW Palo Alto Networks, Inc. Technology 705.0 $240K 0.03% NEW $341.02 +5.5%
130 JMST JPMorgan Ultra-Short Municipal Income ETF 4,700.0 $240K 0.03% NEW $51.00 -0.1%
131 MAR Marriott International Inc. Consumer Cyclical 614.0 $228K 0.03% NEW $370.59 -2.9%
132 FITB Fifth Third Bancorp Financial Services 4,029.0 $227K 0.03% NEW $56.37 -2.5%
133 CMDT PIMCO Commodity Strategy Active ETF 7,284.0 $223K 0.03% NEW $30.67 +9.6%
134 JEPI JPMorgan Equity Premium Income ETF 3,797.0 $214K 0.02% NEW $56.48 +2.6%
135 ROST Ross Stores Inc. Consumer Cyclical 1,004.0 $214K 0.02% NEW $212.74 +10.3%
136 ICF iShares Select U.S. REIT ETF 3,072.0 $208K 0.02% NEW $67.63 +1.4%
137 AHRT AH Realty Trust Inc. Financial Services 29,161.0 $206K 0.02% NEW $7.08 -5.1%
138 MRK Merck & Co. Inc. Healthcare 1,605.0 $206K 0.02% NEW $128.48 +18.5%
139 CVLC Calvert US Large-Cap Core Responsible Index ETF 2,174.0 $205K 0.02% NEW $94.48 +2.1%
140 VOE Vanguard Mid-Cap Value ETF 1,038.0 $205K 0.02% NEW $197.60 +5.8%
Page 7 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%