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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 12 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MSA MSA SAFETY INC Industrials 2,745.0 $479K 0.03% NEW $174.60 +7.5%
222 RTX RTX CORPORATION Industrials 2,453.0 $465K 0.03% -54.0 -2.1% $189.75 +10.8%
223 SCHF SCHWAB STRATEGIC TR 16,601.0 $460K 0.02% +88.0 +0.5% $27.70 +3.2%
224 FYX FIRST TR EXCHANGE-TRADED ALP 3,179.0 $459K 0.02% +30.0 +0.9% $144.30 -0.7%
225 ACWX ISHARES TR 6,027.0 $459K 0.02% +1K +22.9% $76.11 +2.8%
226 FMB FIRST TR EXCH TRADED FD III 8,900.0 $457K 0.02% $51.37 -2.2%
227 ROK ROCKWELL AUTOMATION INC Industrials 923.0 $457K 0.02% -9.0 -1.0% $495.26 -13.3%
228 C CITIGROUP INC Financial Services 3,260.0 $456K 0.02% +223.0 +7.3% $139.97 -4.8%
229 CVX CHEVRON CORPORATION Energy 2,715.0 $450K 0.02% +168.0 +6.6% $165.75 +20.6%
230 BAPR INNOVATOR ETFS TRUST 8,347.0 $445K 0.02% $53.26 +1.9%
231 XPH SPDR SERIES TRUST 6,699.0 $444K 0.02% $66.27 +11.0%
232 CI THE CIGNA GROUP Healthcare 1,610.0 $444K 0.02% +291.0 +22.1% $275.67 +1.3%
233 VRTX VERTEX PHARMACEUTICALS INC Healthcare 889.0 $442K 0.02% -6.0 -0.7% $496.73 +11.3%
234 XBI SPDR SERIES TRUST 2,772.0 $439K 0.02% $158.25 +6.9%
235 TLT ISHARES TR 4,906.0 $424K 0.02% +57.0 +1.2% $86.42 -3.4%
236 MMM 3M CO Industrials 2,592.0 $420K 0.02% -86.0 -3.2% $161.90 +10.8%
237 AVXC AMERICAN CENTY ETF TR 4,855.0 $416K 0.02% $85.65 -4.0%
238 VRT VERTIV HOLDINGS CO Industrials 1,232.0 $412K 0.02% +107.0 +9.5% $334.79 -23.6%
239 FIRST TR EXCHNG TRADED FD VI 15,700.0 $412K 0.02% -4K -20.6% $26.24
240 RNR RENAISSANCERE HLDGS LTD Financial Services 1,289.0 $408K 0.02% NEW $316.90 +3.9%
Page 12 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%