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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 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 13,927.0 $2.7M 0.14% -296.0 -2.1% $190.52 -4.9%
22 SPHQ INVESCO EXCHANGE TRADED FD T 26,601.0 $2.4M 0.13% -961.0 -3.5% $90.10 -4.7%
23 BFEB INNOVATOR ETFS TRUST 44,786.0 $2.4M 0.12% -993.0 -2.2% $52.64 +2.1%
24 BAC BANK OF AMER CORP Financial Services 39,523.0 $2.3M 0.12% -635.0 -1.6% $56.98 +9.4%
25 XLRE SELECT SECTOR SPDR TR 50,639.0 $2.2M 0.12% -2K -3.2% $44.03 +3.1%
26 GWW WW GRAINGER INC Industrials 1,639.0 $2.2M 0.12% -81.0 -4.7% $1360.13 -3.9%
27 SPGI S&P GLOBAL INC Financial Services 5,415.0 $2.2M 0.12% -71.0 -1.3% $407.24 +6.1%
28 CDNS CADENCE DESIGN SYSTEM INC Technology 5,794.0 $2.2M 0.12% -290.0 -4.8% $375.32 -12.3%
29 PFF ISHARES TR 70,135.0 $2.1M 0.11% -2K -2.6% $30.49 +0.5%
30 IAPR INNOVATOR ETFS TRUST 63,134.0 $2.1M 0.11% -4K -5.5% $33.21 +3.0%
31 LH LABCORP HOLDINGS INC Healthcare 7,047.0 $2.0M 0.10% -49.0 -0.7% $280.02 +19.7%
32 BX BLACKSTONE INC Financial Services 15,782.0 $1.9M 0.10% -701.0 -4.2% $117.67 +22.0%
33 SBUX STARBUCKS CORP Consumer Cyclical 17,960.0 $1.8M 0.10% -2K -9.0% $102.19 +3.7%
34 FMAR FIRST TR EXCHNG TRADED FD VI 35,054.0 $1.8M 0.10% -239.0 -0.7% $52.26 +1.9%
35 NFLX NETFLIX INC. Communication Services 24,576.0 $1.8M 0.09% -3K -9.7% $71.40 +15.1%
36 BJUL INNOVATOR ETFS TRUST 31,930.0 $1.7M 0.09% -231.0 -0.7% $54.31 +1.8%
37 SPYG SPDR SERIES TRUST 14,515.0 $1.7M 0.09% -1K -8.3% $118.99 +0.8%
38 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,197.0 $1.6M 0.09% -82.0 -2.5% $501.36 +25.1%
39 MTUM ISHARES TR 4,354.0 $1.5M 0.08% -23.0 -0.5% $342.84 -12.0%
40 FFEB FIRST TR EXCHNG TRADED FD VI 23,512.0 $1.4M 0.08% -3K -12.7% $60.98 +2.0%
Page 2 of 5  ·  91 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%