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Portfolio (Quarterly) Guide ↗

Moss Adams Wealth Advisors LLC

· CIK 0001661245
13F Portfolio $1.6B AUM 539 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 307 New
Page 14 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JBL JABIL INC Technology 606.0 $234K 0.01% NEW $385.49 -18.7%
262 CIEN CIENA CORP Technology 475.0 $233K 0.01% NEW $490.56 -19.3%
263 DAL DELTA AIR LINES INC Industrials 2,486.0 $233K 0.01% NEW $93.64 -12.0%
264 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,416.0 $232K 0.01% NEW $96.12 -50.3%
265 FICO FAIR ISAAC CORP Technology 193.0 $231K 0.01% NEW $1194.78 -1.9%
266 FLEX FLEX LTD Technology 1,422.0 $230K 0.01% NEW $162.07 -31.9%
267 STLD STEEL DYNAMICS INC Basic Materials 997.0 $229K 0.01% NEW $230.03 -0.6%
268 KR KROGER CO Consumer Defensive 4,129.0 $229K 0.01% NEW $55.53 +4.3%
269 ITW ILLINOIS TOOL WKS INC Industrials 842.0 $229K 0.01% NEW $272.14 +3.7%
270 RL RALPH LAUREN CORP Consumer Cyclical 563.0 $226K 0.01% NEW $402.30 -7.4%
271 ILMN ILLUMINA INC Healthcare 1,283.0 $226K 0.01% NEW $175.83 +24.8%
272 ACGL ARCH CAP GROUP LTD Financial Services 2,309.0 $224K 0.01% NEW $97.06 +2.4%
273 AJG GALLAGHER ARTHUR J & CO Financial Services 970.0 $223K 0.01% NEW $229.57 +14.9%
274 ERTH INVESCO EXCHANGE TRADED FD T 4,700.0 $222K 0.01% NEW $47.30 -0.5%
275 BSX BOSTON SCIENTIFIC CORP Healthcare 5,205.0 $222K 0.01% NEW $42.68 +18.0%
276 CFG CITIZENS FINL GROUP INC Financial Services 3,168.0 $222K 0.01% NEW $70.07 -0.3%
277 VTV VANGUARD INDEX FDS 1,018.0 $222K 0.01% NEW $217.93 +3.9%
278 TDG TRANSDIGM GROUP INC Industrials 166.0 $221K 0.01% NEW $1332.04 -9.9%
279 LHX L3HARRIS TECHNOLOGIES INC Industrials 756.0 $220K 0.01% NEW $290.65 -8.2%
280 BP BP PLC Energy 5,878.0 $217K 0.01% NEW $36.95 +21.1%
Page 14 of 16  ·  307 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 42.0%
Financial Services 13.1%
Healthcare 9.8%
Communication Services 8.7%
Consumer Cyclical 8.6%
Industrials 7.8%
Consumer Defensive 3.8%
Energy 3.2%
Utilities 1.6%
Real Estate 0.8%