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Portfolio (Quarterly) Guide ↗

Fragasso Financial Advisors Inc

· CIK 0001613331
13F Portfolio $1.7B AUM 297 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 297 New
Page 4 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PWR QUANTA SVCS INC Industrials 5,988.0 $2.5M 0.15% NEW $422.05 +75.8%
62 UNH UNITEDHEALTH GROUP INC Healthcare 7,577.0 $2.5M 0.15% NEW $330.09 +14.7%
63 TSLA TESLA INC Consumer Cyclical 5,461.0 $2.5M 0.15% NEW $449.72 -4.2%
64 DGRW WISDOMTREE TR 27,149.0 $2.4M 0.15% NEW $89.43 +7.5%
65 UNP UNION PAC CORP Industrials 10,460.0 $2.4M 0.15% NEW $231.31 +17.1%
66 XLB SELECT SECTOR SPDR TR 52,649.0 $2.4M 0.14% NEW $45.35 +12.4%
67 SPHQ INVESCO EXCHANGE TRADED FD T 31,531.0 $2.4M 0.14% NEW $75.05 +13.9%
68 IAPR INNOVATOR ETFS TRUST 76,191.0 $2.3M 0.14% NEW $30.84 +7.3%
69 FNOV FIRST TR EXCHNG TRADED FD VI 40,657.0 $2.2M 0.14% NEW $54.83 +6.0%
70 PFF ISHARES TR 71,130.0 $2.2M 0.13% NEW $30.96 +1.1%
71 BAC BANK AMERICA CORP Financial Services 39,933.0 $2.2M 0.13% NEW $55.00 -5.6%
72 PLTR PALANTIR TECHNOLOGIES INC Technology 11,564.0 $2.1M 0.12% NEW $177.75 -22.6%
73 XLK SELECT SECTOR SPDR TR 14,246.0 $2.1M 0.12% NEW $143.97 +28.3%
74 XLRE SELECT SECTOR SPDR TR 50,738.0 $2.0M 0.12% NEW $40.35 +10.9%
75 BFEB INNOVATOR ETFS TRUST 41,807.0 $2.0M 0.12% NEW $48.67 +7.7%
76 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,509.0 $2.0M 0.12% NEW $579.46 -22.7%
77 SBUX STARBUCKS CORP Consumer Cyclical 23,993.0 $2.0M 0.12% NEW $84.21 +20.1%
78 GS GOLDMAN SACHS GROUP INC Financial Services 2,288.0 $2.0M 0.12% NEW $879.14 +12.6%
79 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,527.0 $1.9M 0.12% NEW $257.24 -14.4%
80 PNC PNC FINL SVCS GROUP INC Financial Services 8,997.0 $1.9M 0.11% NEW $208.73 +5.6%
Page 4 of 15  ·  297 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 43.1%
Financial Services 11.3%
Healthcare 9.7%
Consumer Cyclical 9.7%
Communication Services 9.4%
Industrials 8.2%
Consumer Defensive 4.4%
Energy 2.6%
Utilities 0.7%
Real Estate 0.5%