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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 2,409 $550K 0.03% SOLD
2 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,098 $349K 0.02% SOLD
3 IJUL INNOVATOR ETFS TRUST 8,605 $293K 0.02% SOLD
4 NOW SERVICENOW INC Technology 2,495 $256K 0.01% SOLD
5 NUVEEN PA INVT QUALITY MUN F 19,757 $235K 0.01% SOLD
6 AGG ISHARES TR 2,247 $223K 0.01% SOLD
7 NOC NORTHROP GRUMMAN CORP Industrials 293 $204K 0.01% SOLD
8 AJG GALLAGHER ARTHUR J & CO Financial Services 924 $203K 0.01% SOLD
9 PRTS CARPARTS COM INC Consumer Cyclical 64,039 $52K 0.00% SOLD
10 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 10,000 $43K 0.00% SOLD
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%