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Portfolio (Quarterly) Guide ↗

AG Asset Advisory, LLC

· CIK 0001625008
13F Portfolio $124M AUM 28 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 5 Added 6 Reduced
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 1,027.0 $363K 0.29% NEW $353.33
22 BLK BLACKROCK INC Financial Services 350.0 $337K 0.27% $961.56 +23.1%
23 ATO ATMOS ENERGY CORP Utilities 1,700.0 $293K 0.24% $172.27 -3.2%
24 SPGI S&P GLOBAL INC Financial Services 714.0 $291K 0.23% $407.26 +7.9%
25 ABBV ABBVIE INC Healthcare 1,130.0 $284K 0.23% $251.64 +3.0%
26 GOOGL ALPHABET INC Communication Services 780.0 $279K 0.23% NEW $357.37 -4.7%
27 GLD SPDR GOLD TR Financial Services 723.0 $266K 0.21% $368.38 +14.5%
28 EMBJ EMBRAER S.A. Industrials 3,250.0 $207K 0.17% NEW $63.80 +18.2%
Page 2 of 2  ·  28 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
Communication Services 76.4%
Financial Services 15.6%
Technology 3.7%
Consumer Cyclical 2.4%
Industrials 1.0%
Utilities 0.5%
Healthcare 0.4%