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Portfolio (Quarterly) Guide ↗

Kelman-Lazarov, Inc.

· CIK 0001672067
13F Portfolio $700M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 134 New
Page 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NUSC NUSHARES ETF TR 6,128.0 $274K 0.04% NEW $44.65 +14.4%
122 XOM EXXON MOBIL CORP Energy 2,232.0 $269K 0.04% NEW $120.35 +14.5%
123 IUSG ISHARES TR 1,597.0 $268K 0.04% NEW $167.98 +12.3%
124 PKW INVESCO EXCHANGE TRADED FD T 1,984.0 $266K 0.04% NEW $134.32 +2.8%
125 ORCL ORACLE CORP Technology 1,337.0 $261K 0.04% NEW $194.93 -5.5%
126 AZO AUTOZONE INC Consumer Cyclical 72.0 $244K 0.04% NEW $3391.50 -9.6%
127 AVSE AMERICAN CENTY ETF TR 3,732.0 $242K 0.04% NEW $64.96 +29.5%
128 SPSM SPDR SERIES TRUST 4,968.0 $233K 0.03% NEW $46.86 +19.2%
129 META META PLATFORMS INC Communication Services 339.0 $224K 0.03% NEW $660.09 -12.6%
130 MMM 3M CO Industrials 1,374.0 $220K 0.03% NEW $160.10 +0.3%
131 USMV ISHARES TR 2,301.0 $217K 0.03% NEW $94.16 +0.1%
132 GDE WISDOMTREE TR 3,498.0 $216K 0.03% NEW $61.62 +3.8%
133 MU MICRON TECHNOLOGY INC Technology 739.0 $211K 0.03% NEW $285.41 +297.3%
134 CANOPY GROWTH CORP 10,000.0 $11K 0.00% NEW $1.14
Page 7 of 7  ·  134 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 32.3%
Technology 20.9%
Communication Services 17.8%
Consumer Cyclical 10.0%
Consumer Defensive 7.9%
Industrials 5.2%
Healthcare 5.1%
Energy 0.7%