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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 7 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XBAP INNOVATOR ETFS TRUST 31,296.0 $1.3M 0.07% $41.95 +1.7%
122 ATI ATI INC Industrials 6,653.0 $1.3M 0.07% +215.0 +3.3% $197.10 +9.2%
123 BJUN INNOVATOR ETFS TRUST 26,552.0 $1.3M 0.07% -363.0 -1.4% $48.68 +2.0%
124 SLB SLB LIMITED Energy 27,393.0 $1.3M 0.07% +336.0 +1.2% $46.49 +14.6%
125 BOND PIMCO ETF TR 13,803.0 $1.3M 0.07% -140.0 -1.0% $92.21 -1.2%
126 LRCX LAM RESEARCH CORP Technology 2,920.0 $1.3M 0.07% +326.0 +12.6% $433.31 -27.4%
127 UBER UBER TECHNOLOGIES INC Technology 17,389.0 $1.3M 0.07% +1K +7.6% $72.16 +11.3%
128 RMD RESMED INC Healthcare 6,432.0 $1.3M 0.07% +35.0 +0.6% $194.88 +21.4%
129 STZ CONSTELLATION BRANDS INC Consumer Defensive 8,970.0 $1.2M 0.07% +66.0 +0.7% $139.09 -2.9%
130 MA MASTERCARD INCORPORATED Financial Services 2,414.0 $1.2M 0.07% +497.0 +25.9% $513.53 +16.7%
131 ISEP INNOVATOR ETFS TRUST 35,622.0 $1.2M 0.07% -1K -3.6% $34.60 +2.8%
132 MCD MCDONALDS CORP Consumer Cyclical 4,558.0 $1.2M 0.07% -441.0 -8.8% $270.31 -0.8%
133 VONG VANGUARD SCOTTSDALE FDS 9,592.0 $1.2M 0.07% +3K +39.8% $127.81 -1.9%
134 GLD SPDR GOLD TR Financial Services 3,280.0 $1.2M 0.06% $368.38 +16.2%
135 WFC WELLS FARGO & CO Financial Services 14,489.0 $1.2M 0.06% -241.0 -1.6% $82.64 +2.6%
136 ALL ALLSTATE CORP Financial Services 4,954.0 $1.2M 0.06% +4K +364.3% $237.95 +8.3%
137 MAS MASCO CORP Industrials 14,334.0 $1.2M 0.06% +1K +8.5% $81.37 -10.4%
138 JLL JONES LANG LASALLE INC Real Estate 3,722.0 $1.2M 0.06% $309.95 +26.7%
139 FITB FIFTH THIRD BANCORP Financial Services 20,313.0 $1.1M 0.06% $56.37 -2.6%
140 FOCT FIRST TR EXCHNG TRADED FD VI 21,521.0 $1.1M 0.06% $52.29 +2.4%
Page 7 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%