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Portfolio (Quarterly) Guide ↗

Fragasso Financial Advisors Inc

· CIK 0001613331
13F Portfolio $1.7B AUM 323 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 116 Added 115 Reduced 11 Exited
Page 14 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CNC CENTENE CORP DEL Healthcare 8,352.0 $296K 0.02% +2K +31.2% $35.40 +63.4%
262 IJUL INNOVATOR ETFS TRUST 8,605.0 $293K 0.02% $34.01 +4.0%
263 FJUL FIRST TR EXCHNG TRADED FD VI 5,290.0 $292K 0.02% $55.25 +6.8%
264 VRT VERTIV HOLDINGS CO Industrials 1,125.0 $291K 0.02% NEW $258.66 +26.5%
265 INNOVATOR ETFS TRUST 11,029.0 $291K 0.02% $26.36
266 TJX TJX COS INC NEW Consumer Cyclical 1,782.0 $288K 0.02% NEW $161.81 -2.1%
267 IWS ISHARES TR 1,902.0 $282K 0.02% NEW $148.03 +8.1%
268 CB CHUBB LTD SWITZ Financial Services 861.0 $281K 0.02% NEW $326.74 -0.8%
269 YDEC FIRST TR EXCHNG TRADED FD VI 10,597.0 $280K 0.02% NEW $26.44 +3.4%
270 ITM VANECK ETF TRUST 6,022.0 $280K 0.02% $46.50 +0.4%
271 PMAR INNOVATOR ETFS TRUST 6,193.0 $279K 0.02% -2K -20.7% $44.98 +5.8%
272 FDEC FIRST TR EXCHNG TRADED FD VI 5,530.0 $278K 0.02% -103.0 -1.8% $50.20 +8.0%
273 JCI JOHNSON CONTROLS INTERNATION Industrials 2,051.0 $274K 0.02% NEW $133.75 +4.4%
274 NFG NATIONAL FUEL GAS CO Energy 2,871.0 $271K 0.02% +62.0 +2.2% $94.39 -15.3%
275 KKR KKR & CO INC Financial Services 2,877.0 $262K 0.02% -2K -35.5% $91.04 +3.5%
276 PRFZ INVESCO EXCHANGE TRADED FD T 5,600.0 $261K 0.02% $46.67 +11.0%
277 SPEM SPDR INDEX SHS FDS 5,546.0 $260K 0.02% -707.0 -11.3% $46.93 +11.5%
278 SO SOUTHERN CO Utilities 2,674.0 $259K 0.02% NEW $96.95 -2.7%
279 CRL CHARLES RIV LABS INTL INC Healthcare 1,522.0 $256K 0.01% -450.0 -22.8% $168.22 -7.1%
280 NOW SERVICENOW INC Technology 2,495.0 $256K 0.01% NEW $102.42 -0.9%
Page 14 of 17  ·  322 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 43.8%
Financial Services 10.4%
Industrials 9.4%
Communication Services 9.4%
Healthcare 9.4%
Consumer Cyclical 8.8%
Consumer Defensive 4.3%
Energy 2.7%
Utilities 0.8%
Real Estate 0.5%