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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 12 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 C CITIGROUP INC COM NEW Financial Services 4,809.0 $545K 0.01% -99.0 -2.0% $113.41 +26.1%
222 EMR EMERSON ELEC CO COM Industrials 4,109.0 $538K 0.01% $131.02 +15.0%
223 MFC MANULIFE FINL CORP COM Financial Services 15,300.0 $527K 0.01% $34.44 +17.9%
224 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 3,461.0 $513K 0.01% $148.12 +6.8%
225 SPGI S&P GLOBAL INC COM Financial Services 1,204.0 $512K 0.01% $425.36 -3.4%
226 ARCC ARES CAPITAL CORP COM Financial Services 28,147.0 $507K 0.01% $18.02 +0.1%
227 PH PARKER-HANNIFIN CORP COM Industrials 549.0 $491K 0.01% +110.0 +25.1% $895.24 +6.5%
228 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 18,712.0 $490K 0.01% NEW $26.20 +1.0%
229 VGT VANGUARD INFORMATION TECHNOLOGY ETF 687.0 $479K 0.01% +45.0 +7.0% $697.40 -82.8%
230 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 3,569.0 $474K 0.01% +108.0 +3.1% $132.90 +44.0%
231 HCA HCA HEALTHCARE INC COM Healthcare 1,000.0 $473K 0.01% $473.24 -20.7%
232 IOO ISHARES GLOBAL 100 ETF 3,912.0 $473K 0.01% $120.97 +15.0%
233 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 3,186.0 $466K 0.01% -1K -25.1% $146.28 -12.2%
234 LRCX LAM RESEARCH CORP COM NEW Technology 2,170.0 $464K 0.01% -547.0 -20.1% $213.66 +82.1%
235 ISHARES MSCI INTL QUALITY FACTOR ETF 9,964.0 $461K 0.01% $46.23
236 PHM PULTE GROUP INC COM Consumer Cyclical 3,863.0 $454K 0.01% $117.61 +8.0%
237 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 4,263.0 $452K 0.01% $106.00 -48.2%
238 IVW ISHARES S&P 500 GROWTH ETF 3,978.0 $450K 0.01% $113.10 +22.0%
239 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2,344.0 $450K 0.01% +39.0 +1.7% $191.92 +9.4%
240 DGRO ISHARES CORE DIVIDEND GROWTH ETF 6,402.0 $449K 0.01% $70.18 +6.6%
Page 12 of 17  ·  326 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%