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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 6 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPYG SPDR SERIES TRUST 14,515.0 $1.7M 0.09% -1K -8.3% $118.99 +1.0%
102 NVR NVR INC Consumer Cyclical 248.0 $1.7M 0.09% $6813.40 -5.6%
103 INTC INTEL CORP Technology 12,007.0 $1.7M 0.09% +685.0 +6.0% $139.63 -37.3%
104 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,197.0 $1.6M 0.09% -82.0 -2.5% $501.36 +25.3%
105 MRK MERCK & CO INC Healthcare 12,421.0 $1.6M 0.09% +244.0 +2.0% $128.50 +21.7%
106 VTI VANGUARD INDEX FDS 4,214.0 $1.6M 0.08% +52.0 +1.2% $370.07 +2.2%
107 QQQ INVESCO QQQ TR Financial Services 2,109.0 $1.6M 0.08% $736.29 -3.5%
108 IDV ISHARES TR 36,755.0 $1.5M 0.08% +186.0 +0.5% $41.43 +9.2%
109 DHR DANAHER CORP DEL Healthcare 7,916.0 $1.5M 0.08% +61.0 +0.8% $190.48 +13.3%
110 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,690.0 $1.5M 0.08% +127.0 +1.9% $223.94 +26.3%
111 IWM ISHARES TR 4,970.0 $1.5M 0.08% +38.0 +0.8% $300.45 -0.4%
112 MTUM ISHARES TR 4,354.0 $1.5M 0.08% -23.0 -0.5% $342.84 -11.8%
113 IEMG ISHARES INC 17,946.0 $1.5M 0.08% $82.84 -1.1%
114 FFEB FIRST TR EXCHNG TRADED FD VI 23,512.0 $1.4M 0.08% -3K -12.7% $60.98 +2.1%
115 FAPR FIRST TR EXCHNG TRADED FD VI 30,115.0 $1.4M 0.07% -2K -5.5% $46.74 +2.0%
116 KJAN INNOVATOR ETFS TRUST 30,190.0 $1.4M 0.07% -865.0 -2.8% $45.63 +1.7%
117 IWD ISHARES TR 5,633.0 $1.4M 0.07% $242.41 +6.5%
118 KJUL INNOVATOR ETFS TRUST 40,084.0 $1.4M 0.07% -553.0 -1.4% $33.97 +0.5%
119 FJAN FIRST TR EXCHNG TRADED FD VI 24,638.0 $1.4M 0.07% -1K -5.7% $55.09 +2.2%
120 NEE NEXTERA ENERGY INC Utilities 15,158.0 $1.3M 0.07% -229.0 -1.5% $87.77 -4.0%
Page 6 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%