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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 11 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VOT VANGUARD INDEX FDS 1,866.0 $572K 0.03% +288.0 +18.2% $306.33 -0.9%
202 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 6,498.0 $566K 0.03% -2K -21.7% $87.04 +12.8%
203 AMT AMERICAN TOWER CORP Real Estate 3,444.0 $563K 0.03% +53.0 +1.6% $163.56 +9.2%
204 ITOT ISHARES TR 3,422.0 $562K 0.03% -79.0 -2.3% $164.28 +2.2%
205 IBM INTERNATIONAL BUSINESS MACHS Technology 1,985.0 $558K 0.03% -57.0 -2.8% $281.17 -16.7%
206 COP CONOCOPHILLIPS Energy 5,363.0 $558K 0.03% +162.0 +3.1% $103.97 +26.8%
207 ASML ASML HLDG NV Technology 273.0 $543K 0.03% +17.0 +6.6% $1989.44 -12.3%
208 WCC WESCO INTL INC Industrials 1,561.0 $539K 0.03% $345.49 -1.9%
209 CNC CENTENE CORP DEL Healthcare 8,395.0 $539K 0.03% +43.0 +0.5% $64.19 +1.3%
210 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,100.0 $537K 0.03% -531.0 -20.2% $255.89 +32.1%
211 HWM HOWMET AEROSPACE INC Industrials 1,993.0 $536K 0.03% +732.0 +58.0% $268.89 -1.8%
212 VOOG VANGUARD ADMIRAL FDS INC 6,474.0 $535K 0.03% +5K +500.0% $82.62 +1.0%
213 PFE PFIZER INC Healthcare 22,006.0 $530K 0.03% -780.0 -3.4% $24.08 +18.6%
214 EFAV ISHARES TR 5,833.0 $512K 0.03% +182.0 +3.2% $87.70 +8.3%
215 ABT ABBOTT LABORATORIES Healthcare 5,588.0 $507K 0.03% +166.0 +3.1% $90.74 +28.0%
216 RSP INVESCO EXCHANGE TRADED FD T 2,381.0 $507K 0.03% -59.0 -2.4% $212.77 +4.2%
217 BK BANK OF NY MELLON CORP Financial Services 3,482.0 $504K 0.03% +167.0 +5.0% $144.62 -1.9%
218 GM GENERAL MTRS CO Consumer Cyclical 6,429.0 $496K 0.03% -2K -27.4% $77.08 +11.3%
219 XLC SELECT SECTOR SPDR TR 4,540.0 $486K 0.03% $107.12 +5.7%
220 CRWD CROWDSTRIKE HLDGS INC Technology 630.0 $481K 0.03% +54.0 +9.4% $190.78 -2.8%
Page 11 of 19  ·  361 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%