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Portfolio (Quarterly) Guide ↗

Sharkey, Howes & Javer

· CIK 0001642246
13F Portfolio $829M AUM 163 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 32 Added 74 Reduced 3 Exited
Page 7 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GOOG ALPHABET INC Communication Services 1,245.0 $440K 0.05% $353.33 -3.3%
122 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 469.0 $438K 0.05% $934.78 +2.4%
123 HD HOME DEPOT INC Consumer Cyclical 1,218.0 $430K 0.05% $352.67 -2.4%
124 EMB ISHARES TR 4,430.0 $427K 0.05% -2K -30.8% $96.45 -1.4%
125 UNP UNION PAC CORP Industrials 1,541.0 $419K 0.05% NEW $272.00 +11.0%
126 JPM JPMORGAN CHASE & CO Financial Services 1,249.0 $409K 0.05% $327.33 +9.1%
127 SPAB SPDR SERIES TRUST 15,707.0 $401K 0.05% -2K -11.1% $25.52 -1.3%
128 J P MORGAN EXCHANGE TRADED F 5,170.0 $374K 0.04% $72.28
129 VWO VANGUARD INTL EQUITY INDEX F 6,148.0 $367K 0.04% -3K -29.8% $59.69 +0.6%
130 AVGO BROADCOM INC Technology 960.0 $363K 0.04% $377.75 -4.0%
131 XLV SELECT SECTOR SPDR TR 2,278.0 $361K 0.04% $158.66 +10.7%
132 ICLN ISHARES TR 17,317.0 $355K 0.04% NEW $20.49 -13.0%
133 AXP AMERICAN EXPRESS CO Financial Services 1,047.0 $354K 0.04% $338.36 +0.5%
134 XLY SELECT SECTOR SPDR TR 3,004.0 $352K 0.04% $117.28 +1.1%
135 EBND SPDR SERIES TRUST 16,097.0 $337K 0.04% -18K -52.7% $20.92 +1.5%
136 IFRA ISHARES TR 5,231.0 $330K 0.04% $63.04 -3.5%
137 CSCO CISCO SYS INC Technology 2,695.0 $317K 0.04% -749.0 -21.8% $117.47 -5.9%
138 VLUE ISHARES TR 1,577.0 $315K 0.04% +15.0 +1.0% $199.81 +0.6%
139 JPEM J P MORGAN EXCHANGE TRADED F 5,002.0 $314K 0.04% -2K -31.2% $62.78 +4.4%
140 EFA ISHARES TR 2,977.0 $309K 0.04% -2K -36.4% $103.88 +3.6%
Page 7 of 9  ·  163 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
Financial Services 50.9%
Technology 22.1%
Industrials 13.5%
Communication Services 3.2%
Healthcare 2.8%
Consumer Cyclical 2.7%
Energy 2.3%
Consumer Defensive 1.9%
Utilities 0.6%
Real Estate 0.1%