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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BDEC INNOVATOR ETFS TRUST 6,125.0 $326K 0.02% -487.0 -7.4% $53.20 +2.3%
82 SMLV SPDR SERIES TRUST 1,956.0 $308K 0.02% -858.0 -30.5% $157.36 +1.1%
83 FDEC FIRST TR EXCHNG TRADED FD VI 5,406.0 $294K 0.02% -124.0 -2.2% $54.47 +2.1%
84 T AT&T INC Communication Services 14,156.0 $293K 0.02% -2K -12.8% $20.70 +24.2%
85 CTAS CINTAS CORP Industrials 1,712.0 $291K 0.01% -82.0 -4.6% $170.12 +20.0%
86 SPEM SPDR INDEX SHS FDS 5,492.0 $284K 0.01% -54.0 -1.0% $51.78 +1.4%
87 FJUL FIRST TR EXCHNG TRADED FD VI 4,694.0 $279K 0.01% -596.0 -11.3% $59.54 +2.5%
88 IVW ISHARES TR 2,026.0 $279K 0.01% -171.0 -7.8% $137.53 +0.7%
89 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,183.0 $249K 0.01% -355.0 -14.0% $114.18 +3.7%
90 KKR KKR & CO INC 2,604.0 $239K 0.01% -273.0 -9.5% $91.78
91 SPLV INVESCO EXCH TRADED FD TR II 3,043.0 $228K 0.01% -208.0 -6.4% $74.91 +1.1%
Page 5 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%