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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 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 708,066.0 $11.1M 0.26% NEW $15.65 +7.7%
2 AZN ASTRAZENECA PLC ORD Healthcare 11,880.0 $2.3M 0.05% NEW $197.22 -11.3%
3 RSSB RETURN STACKED GLOBAL STOCKS & BONDS ETF 66,517.0 $1.8M 0.04% NEW $27.21 +14.1%
4 ACWX ISHARES MSCI ACWI EX U.S. ETF 18,325.0 $1.3M 0.03% NEW $68.47 +12.6%
5 QLTY GMO US QUALITY ETF 32,310.0 $1.2M 0.03% NEW $36.18 +13.7%
6 CBAN COLONY BANKCORP INC COM Financial Services 53,492.0 $1.1M 0.03% NEW $19.97 +3.0%
7 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 8,529.0 $992K 0.02% NEW $116.29 +0.7%
8 FDS FACTSET RESH SYS INC COM Financial Services 3,148.0 $683K 0.02% NEW $216.99 +2.0%
9 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 18,712.0 $490K 0.01% NEW $26.20 +1.0%
10 ADI ANALOG DEVICES INC COM Technology 1,254.0 $399K 0.01% NEW $318.14 +36.6%
11 SCHO SCHWAB SHORT-TERM US TREASURY ETF 11,275.0 $274K 0.01% NEW $24.27 -0.7%
12 GLW CORNING INC COM Technology 1,916.0 $261K 0.01% NEW $135.97 +43.4%
13 AMAT APPLIED MATLS INC COM Technology 755.0 $258K 0.01% NEW $341.79 +80.6%
14 IMO IMPERIAL OIL LTD COM NEW Energy 1,901.0 $249K 0.01% NEW $130.82 -14.0%
15 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 2,623.0 $243K 0.01% NEW $92.69 -10.0%
16 SLB SLB LIMITED COM STK Energy 4,570.0 $235K 0.01% NEW $51.38 -6.4%
17 CSX CSX CORP COM Industrials 5,267.0 $216K 0.01% NEW $41.05 +11.2%
18 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 8,336.0 $208K 0.01% NEW $24.91 -1.2%
19 AJG GALLAGHER ARTHUR J & CO COM Financial Services 943.0 $204K 0.01% NEW $216.58 -1.2%
20 VNQ VANGUARD REAL ESTATE ETF 2,261.0 $201K 0.01% NEW $88.70 +7.7%
Page 1 of 2  ·  22 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%