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Portfolio (Quarterly) Guide ↗

Fragasso Financial Advisors Inc

· CIK 0001613331
13F Portfolio $1.9B AUM 362 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 49 New 141 Added 91 Reduced 10 Exited
Page 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNPE DBX ETF TR 9,866.0 $679K 0.04% +703.0 +7.7% $68.86 +3.0%
82 DE DEERE & CO Industrials 1,049.0 $665K 0.04% +10.0 +1.0% $634.22 -0.6%
83 TXN TEXAS INSTRS INC Technology 2,019.0 $602K 0.03% +159.0 +8.6% $298.01 -12.7%
84 YMAR FIRST TR EXCHNG TRADED FD VI 20,368.0 $584K 0.03% +192.0 +0.9% $28.66 +2.5%
85 MO ALTRIA GROUP INC Consumer Defensive 8,059.0 $580K 0.03% +403.0 +5.3% $71.95 -5.4%
86 VOT VANGUARD INDEX FDS 1,866.0 $572K 0.03% +288.0 +18.2% $306.33 -0.9%
87 AMT AMERICAN TOWER CORP Real Estate 3,444.0 $563K 0.03% +53.0 +1.6% $163.56 +9.2%
88 COP CONOCOPHILLIPS Energy 5,363.0 $558K 0.03% +162.0 +3.1% $103.97 +26.8%
89 ASML ASML HLDG NV Technology 273.0 $543K 0.03% +17.0 +6.6% $1989.44 -12.3%
90 CNC CENTENE CORP DEL Healthcare 8,395.0 $539K 0.03% +43.0 +0.5% $64.19 +1.3%
91 HWM HOWMET AEROSPACE INC Industrials 1,993.0 $536K 0.03% +732.0 +58.0% $268.89 -1.8%
92 VOOG VANGUARD ADMIRAL FDS INC 6,474.0 $535K 0.03% +5K +500.0% $82.62 +1.0%
93 EFAV ISHARES TR 5,833.0 $512K 0.03% +182.0 +3.2% $87.70 +8.3%
94 ABT ABBOTT LABORATORIES Healthcare 5,588.0 $507K 0.03% +166.0 +3.1% $90.74 +28.0%
95 BK BANK OF NY MELLON CORP Financial Services 3,482.0 $504K 0.03% +167.0 +5.0% $144.62 -0.6%
96 CRWD CROWDSTRIKE HLDGS INC Technology 630.0 $481K 0.03% +54.0 +9.4% $190.78 -2.8%
97 SCHF SCHWAB STRATEGIC TR 16,601.0 $460K 0.02% +88.0 +0.5% $27.70 +3.2%
98 FYX FIRST TR EXCHANGE-TRADED ALP 3,179.0 $459K 0.02% +30.0 +0.9% $144.30 -0.7%
99 ACWX ISHARES TR 6,027.0 $459K 0.02% +1K +22.9% $76.11 +2.8%
100 C CITIGROUP INC Financial Services 3,260.0 $456K 0.02% +223.0 +7.3% $139.97 -4.8%
Page 5 of 8  ·  141 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 46.4%
Financial Services 10.9%
Industrials 9.7%
Healthcare 9.3%
Communication Services 8.3%
Consumer Cyclical 8.0%
Consumer Defensive 3.6%
Energy 2.0%
Utilities 0.8%
Real Estate 0.4%