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Portfolio (Quarterly) Guide ↗

Nicholas Hoffman & Company, LLC.

· CIK 0001678953
13F Portfolio $4.7B AUM 344 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 88 Added 89 Reduced 9 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 2,339.0 $222K 0.01% NEW $95.09 +9.8%
22 BCS BARCLAYS PLC ADR Financial Services 8,070.0 $217K 0.01% NEW $26.86 +1.4%
23 SNPS SYNOPSYS INC COM Technology 481.0 $215K 0.01% NEW $446.07 -8.4%
24 TQQQ PROSHARES ULTRAPRO QQQ 2,562.0 $208K 0.00% NEW $81.00 -13.2%
25 FLUTTER ENTMT PLC SHS 2,021.0 $206K 0.00% NEW $102.17
26 CANADIAN PACIFIC KANSAS CITY COM 2,355.0 $204K 0.00% NEW $86.65
27 COF CAPITAL ONE FINL CORP COM Financial Services 1,009.0 $202K 0.00% NEW $200.62 +7.8%
Page 2 of 2  ·  27 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 36.7%
Financial Services 28.9%
Industrials 7.4%
Healthcare 7.3%
Consumer Defensive 6.6%
Consumer Cyclical 4.7%
Communication Services 2.9%
Energy 2.0%
Utilities 1.7%
Basic Materials 1.1%