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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 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LIN LINDE PLC Basic Materials 529.0 $274K 0.01% +22.0 +4.3% $518.48 -6.0%
122 EMR EMERSON ELEC CO Industrials 1,911.0 $274K 0.01% +22.0 +1.2% $143.17 +8.2%
123 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,605.0 $265K 0.01% +949.0 +26.0% $57.62 +17.9%
124 EMNT PIMCO ETF TR 2,644.0 $262K 0.01% +72.0 +2.8% $98.95 +0.2%
125 AFL AFLAC INC Financial Services 2,199.0 $258K 0.01% +172.0 +8.5% $117.23 -0.9%
126 DUK DUKE ENERGY CORP NEW Utilities 1,983.0 $251K 0.01% +82.0 +4.3% $126.58 -3.9%
127 VWO VANGUARD INTL EQUITY INDEX F 4,197.0 $251K 0.01% +22.0 +0.5% $59.70 +1.6%
128 BA BOEING CO Industrials 1,156.0 $250K 0.01% +20.0 +1.8% $216.55 -2.5%
129 ROST ROSS STORES INC Consumer Cyclical 1,170.0 $249K 0.01% +222.0 +23.4% $212.87 +13.3%
130 CMCSA COMCAST CORP NEW Communication Services 10,012.0 $246K 0.01% +2K +18.9% $24.55 +10.4%
131 NVS NOVARTIS AG Healthcare 1,556.0 $244K 0.01% +16.0 +1.0% $156.72 +2.1%
132 AON AON PLC Financial Services 696.0 $231K 0.01% +27.0 +4.0% $331.69 +7.0%
133 NFG NATIONAL FUEL GAS CO Energy 2,957.0 $228K 0.01% +86.0 +3.0% $77.20 +6.4%
134 AVDE AMERICAN CENTY ETF TR 2,470.0 $220K 0.01% +26.0 +1.1% $89.20 +6.2%
135 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,608.0 $220K 0.01% +215.0 +15.4% $136.98 +34.9%
136 JCPB J P MORGAN EXCHANGE TRADED F 4,645.0 $218K 0.01% +382.0 +9.0% $46.94 -1.1%
137 LQD ISHARES TR 1,982.0 $216K 0.01% +12.0 +0.6% $109.08 -2.0%
138 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,036.0 $214K 0.01% +11.0 +1.1% $206.11 +6.9%
139 NEM NEWMONT CORP Basic Materials 2,147.0 $201K 0.01% +305.0 +16.6% $93.42 +44.7%
140 WIT WIPRO LTD Technology 47,308.0 $106K 0.01% +17K +58.2% $2.25 -16.4%
Page 7 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%