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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 6 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVX CHEVRON CORPORATION Energy 2,715.0 $450K 0.02% +168.0 +6.6% $165.75 +20.6%
102 CI THE CIGNA GROUP Healthcare 1,610.0 $444K 0.02% +291.0 +22.1% $275.67 +1.3%
103 TLT ISHARES TR 4,906.0 $424K 0.02% +57.0 +1.2% $86.42 -3.4%
104 VRT VERTIV HOLDINGS CO Industrials 1,232.0 $412K 0.02% +107.0 +9.5% $334.79 -23.6%
105 GILD GILEAD SCIENCES INC Healthcare 2,989.0 $378K 0.02% +155.0 +5.5% $126.32 +17.8%
106 IWF ISHARES TR 2,930.0 $364K 0.02% +2K +294.9% $124.18 -1.9%
107 FANG DIAMONDBACK ENERGY INC Energy 2,028.0 $356K 0.02% +14.0 +0.7% $175.76 +13.7%
108 TJX TJX COS INC NEW Consumer Cyclical 2,279.0 $345K 0.02% +497.0 +27.9% $151.49 -7.9%
109 VO VANGUARD INDEX FDS 4,130.0 $333K 0.02% +3K +296.4% $80.58 +2.7%
110 YUM YUM BRANDS INC Consumer Cyclical 2,073.0 $331K 0.02% +558.0 +36.8% $159.84 -2.2%
111 CB CHUBB LIMITED Financial Services 951.0 $324K 0.02% +90.0 +10.4% $340.59 +0.7%
112 LMT LOCKHEED MARTIN CORP Industrials 635.0 $324K 0.02% +127.0 +25.0% $509.66 +9.2%
113 URI UNITED RENTALS INC Industrials 281.0 $318K 0.02% +6.0 +2.2% $1132.43 -7.0%
114 CTVA CORTEVA INC Basic Materials 3,747.0 $317K 0.02% +59.0 +1.6% $84.70 -1.9%
115 IWS ISHARES TR 1,918.0 $316K 0.02% +16.0 +0.8% $164.60 +4.3%
116 MDLZ MONDELEZ INTL INC Consumer Defensive 5,352.0 $310K 0.02% +1K +33.0% $57.84 +8.9%
117 JCI JOHNSON CONTROLS INTERNATION Industrials 2,083.0 $304K 0.02% +32.0 +1.6% $146.11 -2.9%
118 ITM VANECK ETF TRUST 6,058.0 $285K 0.01% +36.0 +0.6% $46.99 -2.1%
119 BALL BALL CORP Consumer Cyclical 4,529.0 $283K 0.01% +439.0 +10.7% $62.41 +2.7%
120 SO SOUTHERN CO Utilities 2,947.0 $282K 0.01% +273.0 +10.2% $95.70 -6.0%
Page 6 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%