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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 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JNJ JOHNSON & JOHNSON Healthcare 1,162.0 $295K 0.04% $253.97 +7.7%
142 TSLA TESLA INC Consumer Cyclical 662.0 $278K 0.03% NEW $420.60 -16.5%
143 CVX CHEVRON CORPORATION Energy 1,674.0 $277K 0.03% $165.72 +24.2%
144 QDIV GLOBAL X FDS 7,355.0 $274K 0.03% $37.24 +10.4%
145 IEFA ISHARES TR 2,817.0 $272K 0.03% $96.58 +4.0%
146 ICVT ISHARES TR 2,217.0 $270K 0.03% -3K -57.3% $121.74 -4.8%
147 TMO THERMO FISHER SCIENTIFIC INC Healthcare 526.0 $264K 0.03% $501.36 +22.4%
148 AMZN AMAZON COM INC Consumer Cyclical 1,098.0 $262K 0.03% $238.34 +11.5%
149 CWI SPDR INDEX SHS FDS 6,324.0 $257K 0.03% $40.67 +1.3%
150 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 4,776.0 $255K 0.03% +866.0 +22.1% $53.37 +12.4%
151 VEA VANGUARD TAX-MANAGED FDS 3,483.0 $248K 0.03% $71.24 +2.2%
152 XLP SELECT SECTOR SPDR TR 2,931.0 $243K 0.03% $83.07 +4.2%
153 EMXC ISHARES INC 2,367.0 $242K 0.03% NEW $102.30 -6.0%
154 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 624.0 $241K 0.03% -70.0 -10.1% $386.73 +3.0%
155 PG PROCTER & GAMBLE CO Consumer Defensive 1,584.0 $232K 0.03% $146.64 -1.5%
156 MCO MOODYS CORP Financial Services 502.0 $227K 0.03% $452.92 +9.7%
157 HEFA ISHARES TR 4,831.0 $227K 0.03% -31.0 -0.6% $46.93 +0.1%
158 NVDA NVIDIA CORPORATION Technology 1,131.0 $226K 0.03% NEW $200.09 +8.7%
159 EDV VANGUARD WORLD FD 3,414.0 $222K 0.03% -1K -28.3% $65.08 -6.9%
160 SCHY SCHWAB STRATEGIC TR 6,725.0 $213K 0.03% $31.73 +5.4%
Page 8 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%