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Portfolio (Quarterly) Guide ↗

Checchi Capital Advisers, LLC

· CIK 0001598186
13F Portfolio $2.0B AUM 551 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 133 Added 325 Reduced 25 Exited
Page 14 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RACE FERRARI N V Consumer Cyclical 847.0 $313K 0.02% -177.0 -17.3% $370.09 -7.6%
262 B BARRICK MNG CORP Basic Materials 7,158.0 $312K 0.02% -3K -31.8% $43.55 -5.3%
263 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,955.0 $306K 0.02% -43.0 -2.1% $156.76 +32.5%
264 VDC VANGUARD WORLD FD 1,440.0 $304K 0.02% -82.0 -5.4% $211.24 +8.8%
265 CANADIAN PACIFIC KANSAS CITY 4,118.0 $303K 0.01% -540.0 -11.6% $73.63
266 MRVL MARVELL TECHNOLOGY INC Technology 3,543.0 $301K 0.01% -141.0 -3.8% $84.98 +124.4%
267 IT GARTNER INC Technology 1,185.0 $299K 0.01% -39.0 -3.2% $252.17 -37.7%
268 GRMN GARMIN LTD Technology 1,458.0 $296K 0.01% -75.0 -4.9% $202.78 +18.2%
269 BKR BAKER HUGHES COMPANY Energy 6,446.0 $294K 0.01% -300.0 -4.5% $45.54 +44.5%
270 IQVIA HLDGS INC 1,296.0 $292K 0.01% -20.0 -1.5% $225.41
271 RS RELIANCE INC Basic Materials 1,009.0 $291K 0.01% -14.0 -1.4% $288.73 +25.5%
272 LNG CHENIERE ENERGY INC Energy 1,497.0 $291K 0.01% -43.0 -2.8% $194.39 +23.7%
273 TSCO TRACTOR SUPPLY CO Consumer Cyclical 5,810.0 $291K 0.01% -356.0 -5.8% $50.01 -36.6%
274 PYPL PAYPAL HLDGS INC Financial Services 4,906.0 $286K 0.01% -279.0 -5.4% $58.37 -24.0%
275 SLB SLB LIMITED Energy 7,435.0 $285K 0.01% -632.0 -7.8% $38.38 +49.2%
276 VMC VULCAN MATLS CO Basic Materials 995.0 $284K 0.01% -34.0 -3.3% $285.22 -7.7%
277 AME AMETEK INC Industrials 1,370.0 $281K 0.01% -40.0 -2.8% $205.31 +8.7%
278 PBR PETROLEO BRASILEIRO SA PETRO Energy 23,434.0 $278K 0.01% -910.0 -3.7% $11.85 +69.0%
279 CSGP COSTAR GROUP INC Real Estate 4,118.0 $277K 0.01% -217.0 -5.0% $67.24 -49.5%
280 CNI CANADIAN NATL RY CO Industrials 2,704.0 $267K 0.01% -389.0 -12.6% $98.85 +15.5%
Page 14 of 17  ·  325 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 29.6%
Financial Services 23.6%
Consumer Cyclical 9.5%
Healthcare 8.8%
Communication Services 8.1%
Industrials 6.8%
Consumer Defensive 4.7%
Energy 3.5%
Utilities 2.1%
Real Estate 1.8%