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Portfolio (Quarterly) Guide ↗

Nicholas Hoffman & Company, LLC.

· CIK 0001678953
13F Portfolio $4.3B AUM 326 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 84 Added 61 Reduced 16 Exited
Page 2 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP COM Energy 39,662.0 $6.7M 0.15% +2K +5.1% $169.66 -18.8%
22 CVX CHEVRON CORPORATION COM Energy 27,497.0 $5.7M 0.13% +2K +8.5% $206.90 -16.1%
23 MCD MCDONALDS CORP COM Consumer Cyclical 14,536.0 $4.5M 0.10% +146.0 +1.0% $310.78 -10.4%
24 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 88,096.0 $4.1M 0.09% +77K +698.0% $46.36 +7.4%
25 VCRB VANGUARD CORE BOND ETF 51,674.0 $4.0M 0.09% +6K +13.9% $77.38 -0.3%
26 JPM JPMORGAN CHASE & CO COM Financial Services 12,683.0 $3.7M 0.09% +72.0 +0.6% $294.16 +10.6%
27 PG PROCTER & GAMBLE CO COM Consumer Defensive 25,476.0 $3.7M 0.09% +341.0 +1.4% $144.44 +4.1%
28 RTX RTX CORPORATION COM Industrials 18,483.0 $3.6M 0.08% +755.0 +4.3% $192.90 -3.8%
29 NOC NORTHROP GRUMMAN CORP COM Industrials 3,835.0 $2.6M 0.06% +252.0 +7.0% $682.22 -23.6%
30 SCHB SCHWAB U.S. BROAD MARKET ETF 86,775.0 $2.2M 0.05% +17K +23.6% $25.10 +15.4%
31 TRV TRAVELERS COMPANIES INC COM Financial Services 6,711.0 $2.0M 0.04% +37.0 +0.6% $291.68 +5.5%
32 GPC GENUINE PARTS CO COM Consumer Cyclical 18,259.0 $1.9M 0.04% +531.0 +3.0% $105.75 +2.8%
33 VUG VANGUARD GROWTH ETF 4,375.0 $1.9M 0.04% +58.0 +1.3% $436.75 -80.1%
34 LMT LOCKHEED MARTIN CORP COM Industrials 2,729.0 $1.6M 0.04% +194.0 +7.7% $604.49 -15.5%
35 EFV ISHARES MSCI EAFE VALUE ETF 21,957.0 $1.6M 0.04% +352.0 +1.6% $74.35 +3.1%
36 SHEL SHELL PLC SPON ADS Energy 16,870.0 $1.6M 0.04% +686.0 +4.2% $93.00 -15.3%
37 SOUTHSTATE BK CORP COM 16,623.0 $1.5M 0.04% +96.0 +0.6% $92.52
38 ORCL ORACLE CORP COM Technology 10,242.0 $1.5M 0.04% +249.0 +2.5% $147.11 +25.3%
39 XCEM COLUMBIA EM CORE EX-CHINA ETF 35,154.0 $1.4M 0.03% +719.0 +2.1% $40.81 +34.3%
40 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 15,434.0 $1.4M 0.03% +2K +16.8% $90.42 -2.7%
Page 2 of 5  ·  84 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 35.5%
Financial Services 23.5%
Communication Services 12.2%
Healthcare 6.3%
Consumer Defensive 6.0%
Industrials 6.0%
Consumer Cyclical 4.2%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.0%