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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 11 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VONV VANGUARD RUSSELL 1000 VALUE ETF 6,476.0 $688K 0.01% $106.31 +6.6%
202 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 4,630.0 $684K 0.01% $147.73 +0.5%
203 JLL JONES LANG LASALLE INC COM Real Estate 2,200.0 $682K 0.01% -70.0 -3.1% $309.95 +24.6%
204 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 8,224.0 $681K 0.01% $82.84 -1.2%
205 QCOM QUALCOMM INC COM Technology 3,672.0 $679K 0.01% +625.0 +20.5% $184.81 -11.4%
206 VGT VANGUARD INFORMATION TECHNOLOGY ETF 5,568.0 $665K 0.01% +5K +710.5% $119.52 -1.3%
207 GLW CORNING INC COM Technology 2,589.0 $661K 0.01% +673.0 +35.1% $255.43 -40.2%
208 INGR INGREDION INC COM Consumer Defensive 6,968.0 $660K 0.01% $94.71 +10.6%
209 IJR ISHARES CORE S&P SMALL CAP ETF 4,404.0 $653K 0.01% $148.32 -1.0%
210 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 12,861.0 $648K 0.01% $50.39 +3.4%
211 PSX PHILLIPS 66 COM Energy 3,823.0 $646K 0.01% +504.0 +15.2% $169.05 +43.3%
212 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 3,571.0 $636K 0.01% +3K +2450.7% $178.24 +17.2%
213 MFC MANULIFE FINL CORP COM Financial Services 15,495.0 $628K 0.01% +195.0 +1.3% $40.51 +6.7%
214 MU MICRON TECHNOLOGY INC COM Technology 543.0 $627K 0.01% NEW $1154.29 -18.7%
215 SON SONOCO PRODS CO COM Consumer Cyclical 10,990.0 $619K 0.01% -1K -11.9% $56.35 +2.1%
216 ARCC ARES CAPITAL CORP COM Financial Services 33,368.0 $618K 0.01% +5K +18.6% $18.53 +7.4%
217 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,794.0 $618K 0.01% $344.29 +1.3%
218 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 4,984.0 $614K 0.01% $123.11 +31.5%
219 B BARRICK MNG CORP COM SHS Basic Materials 16,580.0 $609K 0.01% -470.0 -2.8% $36.73 +27.9%
220 HONEYWELL INTL INC COM 2,657.0 $595K 0.01% NEW $223.86
Page 11 of 18  ·  344 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%