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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 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FIX COMFORT SYS USA INC Industrials 136.0 $270K 0.01% NEW $1981.95 -21.2%
22 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 279.0 $269K 0.01% NEW $965.00 -14.9%
23 MCO MOODYS CORP Financial Services 589.0 $267K 0.01% NEW $452.98 +13.3%
24 PGR PROGRESSIVE CORP Financial Services 1,205.0 $263K 0.01% NEW $218.48 +1.7%
25 ACGL ARCH CAP GROUP LTD Financial Services 2,651.0 $257K 0.01% NEW $97.06 +3.6%
26 A AGILENT TECHNOLOGIES INC Healthcare 1,918.0 $255K 0.01% NEW $132.85 +16.5%
27 QQQM INVESCO EXCH TRADED FD TR II 835.0 $253K 0.01% NEW $302.90 -3.4%
28 UNM UNUM GROUP Financial Services 2,766.0 $247K 0.01% NEW $89.40 +0.3%
29 IGM ISHARES TR 1,507.0 $247K 0.01% NEW $163.62 -3.4%
30 PRU PRUDENTIAL FINL INC Financial Services 2,274.0 $245K 0.01% NEW $107.94 +11.3%
31 ITW ILLINOIS TOOL WKS INC Industrials 887.0 $240K 0.01% NEW $270.45 +4.1%
32 CVS CVS HEALTH CORP Healthcare 2,290.0 $237K 0.01% NEW $103.47 -10.2%
33 HSBC HSBC HLDGS PLC Financial Services 2,436.0 $232K 0.01% NEW $95.09 +9.8%
34 UAL UNITED AIRLS HLDGS INC Industrials 1,667.0 $227K 0.01% NEW $135.99 -13.7%
35 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,356.0 $226K 0.01% NEW $96.12 -49.3%
36 FHN FIRST HORIZON CORPORATION Financial Services 8,779.0 $225K 0.01% NEW $25.64 -4.8%
37 DELL DELL TECHNOLOGIES INC Technology 518.0 $223K 0.01% NEW $431.46 +4.5%
38 CENCORA INC 772.0 $218K 0.01% NEW $283.03
39 ADBE ADOBE INC Technology 1,058.0 $217K 0.01% NEW $205.02 +33.6%
40 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 20,190.0 $213K 0.01% NEW $10.57 -4.7%
Page 2 of 3  ·  49 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%