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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 16 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HONEYWELL AEROSPACE INC 1,228.0 $271K 0.01% NEW $221.08
302 PSX PHILLIPS 66 Energy 1,600.0 $270K 0.01% NEW $169.04 +40.1%
303 FIX COMFORT SYS USA INC Industrials 136.0 $270K 0.01% NEW $1981.95 -21.2%
304 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 279.0 $269K 0.01% NEW $965.00 -14.9%
305 MCO MOODYS CORP Financial Services 589.0 $267K 0.01% NEW $452.98 +13.3%
306 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,605.0 $265K 0.01% +949.0 +26.0% $57.62 +17.9%
307 PGR PROGRESSIVE CORP Financial Services 1,205.0 $263K 0.01% NEW $218.48 +1.7%
308 EMNT PIMCO ETF TR 2,644.0 $262K 0.01% +72.0 +2.8% $98.95 +0.2%
309 XLV SELECT SECTOR SPDR TR 1,635.0 $259K 0.01% $158.66 +10.5%
310 AFL AFLAC INC Financial Services 2,199.0 $258K 0.01% +172.0 +8.5% $117.23 -0.9%
311 ACGL ARCH CAP GROUP LTD Financial Services 2,651.0 $257K 0.01% NEW $97.06 +3.6%
312 A AGILENT TECHNOLOGIES INC Healthcare 1,918.0 $255K 0.01% NEW $132.85 +16.5%
313 QQQM INVESCO EXCH TRADED FD TR II 835.0 $253K 0.01% NEW $302.90 -3.4%
314 PJAN INNOVATOR ETFS TRUST 5,077.0 $251K 0.01% $49.49 +2.0%
315 DUK DUKE ENERGY CORP NEW Utilities 1,983.0 $251K 0.01% +82.0 +4.3% $126.58 -3.9%
316 VWO VANGUARD INTL EQUITY INDEX F 4,197.0 $251K 0.01% +22.0 +0.5% $59.70 +1.6%
317 BA BOEING CO Industrials 1,156.0 $250K 0.01% +20.0 +1.8% $216.55 -2.5%
318 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,183.0 $249K 0.01% -355.0 -14.0% $114.18 +3.6%
319 ROST ROSS STORES INC Consumer Cyclical 1,170.0 $249K 0.01% +222.0 +23.4% $212.87 +13.3%
320 UNM UNUM GROUP Financial Services 2,766.0 $247K 0.01% NEW $89.40 +0.3%
Page 16 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%