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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 2 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HMOP HARTFORD FDS EXCHANGE TRADED 296,157.0 $11.6M 0.62% +16K +5.5% $39.15 -1.2%
22 SRLN SSGA ACTIVE ETF TR 267,428.0 $10.8M 0.57% +8K +2.9% $40.29 +1.0%
23 AVGO BROADCOM INC Technology 25,706.0 $9.7M 0.52% $377.75 -4.7%
24 AMAT APPLIED MATLS INC Technology 13,343.0 $9.6M 0.51% +261.0 +2.0% $723.00 -33.5%
25 MUB ISHARES TR 89,065.0 $9.6M 0.51% $107.62 -1.9%
26 COHR COHERENT CORP Technology 22,744.0 $9.0M 0.48% -651.0 -2.8% $394.47 -27.7%
27 COHR PUT COHERENT CORP Technology 22,200.0 $8.8M 0.47% -700.0 -3.1% $394.47 -27.7%
28 SLYG SPDR SERIES TRUST 67,025.0 $8.0M 0.42% $119.13 -3.1%
29 PH PARKER-HANNIFIN CORP Industrials 7,628.0 $7.5M 0.40% $978.10 +4.1%
30 JPM JPMORGAN CHASE & CO Financial Services 22,558.0 $7.4M 0.39% +287.0 +1.3% $327.33 +8.5%
31 JHMM JOHN HANCOCK EXCHANGE TRADED 90,020.0 $6.7M 0.36% -2K -2.1% $74.96 +0.8%
32 JNJ JOHNSON & JOHNSON Healthcare 25,026.0 $6.4M 0.34% +542.0 +2.2% $253.97 +7.4%
33 SHYD VANECK ETF TRUST 267,021.0 $6.1M 0.33% $22.90 -0.9%
34 VXF VANGUARD INDEX FDS 23,741.0 $5.8M 0.31% $246.21 -1.0%
35 META META PLATFORMS INC Communication Services 10,116.0 $5.7M 0.30% -586.0 -5.5% $563.28 +0.4%
36 V VISA INC Financial Services 16,401.0 $5.6M 0.30% +591.0 +3.7% $343.09 +11.5%
37 LLY ELI LILLY & CO Healthcare 4,609.0 $5.5M 0.29% +43.0 +0.9% $1199.48 +4.5%
38 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,236.0 $5.4M 0.29% +403.0 +5.9% $746.77 +2.5%
39 ABBV ABBVIE INC Healthcare 21,001.0 $5.3M 0.28% +660.0 +3.2% $251.65 +5.7%
40 EFA ISHARES TR 47,878.0 $5.0M 0.27% +346.0 +0.7% $103.88 +4.5%
Page 2 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%