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Portfolio (Quarterly) Guide ↗

Grey Ledge Advisors, LLC

· CIK 0001660694
13F Portfolio $498M AUM 266 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 248 New
Page 8 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ADI ANALOG DEVICES INC COM Technology 1,461.0 $580K 0.12% NEW $397.17 -5.9%
142 C CITIGROUP INC COM NEW Financial Services 4,116.0 $576K 0.12% NEW $139.97 -4.8%
143 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 5,043.0 $565K 0.11% NEW $112.09 -2.5%
144 AXON AXON ENTERPRISE INC COM Industrials 1,007.0 $565K 0.11% NEW $560.61 +9.4%
145 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 10,966.0 $553K 0.11% NEW $50.42 +8.1%
146 NEE NEXTERA ENERGY INC COM Utilities 6,257.0 $549K 0.11% NEW $87.77 -4.0%
147 SYK STRYKER CORPORATION COM Healthcare 1,711.0 $539K 0.11% NEW $314.84 +5.0%
148 CARR CARRIER GLOBAL CORPORATION COM Industrials 7,340.0 $538K 0.11% NEW $73.35 -20.2%
149 AME AMETEK INC COM Industrials 2,149.0 $520K 0.10% NEW $241.94 -0.1%
150 EWA ISHARES MSCI AUSTRALIA ETF 18,444.0 $519K 0.10% NEW $28.16 +8.1%
151 TD TORONTO DOMINION BK ONT COM NEW Financial Services 4,239.0 $515K 0.10% NEW $121.43 -1.9%
152 SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF 7,326.0 $504K 0.10% NEW $68.86 +3.0%
153 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 6,153.0 $504K 0.10% NEW $81.94 +2.1%
154 BAC BANK OF AMER CORP COM Financial Services 8,812.0 $502K 0.10% NEW $56.98 +9.6%
155 CNI CANADIAN NATL RY CO COM Industrials 4,197.0 $500K 0.10% NEW $119.24 +6.6%
156 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,017.0 $500K 0.10% NEW $491.33 -7.3%
157 DHR DANAHER CORP DEL COM Healthcare 2,581.0 $492K 0.10% NEW $190.50 +13.4%
158 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 3,645.0 $483K 0.10% NEW $132.52 +4.3%
159 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2,189.0 $480K 0.10% NEW $219.43 +2.1%
160 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 12,691.0 $460K 0.09% NEW $36.26 +2.3%
Page 8 of 13  ·  248 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 27.8%
Financial Services 19.8%
Industrials 15.4%
Healthcare 12.2%
Consumer Cyclical 9.4%
Consumer Defensive 7.1%
Communication Services 4.2%
Basic Materials 1.6%
Energy 1.5%
Utilities 0.9%