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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 12 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTEB VANGUARD TAX-EXEMPT BOND ETF 11,729.0 $593K 0.01% +81.0 +0.7% $50.58 -2.1%
222 EMR EMERSON ELEC CO COM Industrials 4,116.0 $589K 0.01% $143.15 +10.6%
223 NNN NNN REIT INC COM Real Estate 12,650.0 $589K 0.01% -415.0 -3.2% $46.53 -1.9%
224 SLV ISHARES SILVER TRUST Financial Services 10,801.0 $578K 0.01% -10K -48.4% $53.47 +15.2%
225 LRCX LAM RESEARCH CORP COM NEW Technology 1,320.0 $572K 0.01% -850.0 -39.2% $433.33 -27.8%
226 NFLX NETFLIX INC. COM Communication Services 7,913.0 $565K 0.01% -248.0 -3.0% $71.40 +14.1%
227 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 4,808.0 $563K 0.01% -4K -43.6% $117.09 +0.8%
228 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2,583.0 $549K 0.01% +239.0 +10.2% $212.73 +4.4%
229 IVW ISHARES S&P 500 GROWTH ETF 3,981.0 $547K 0.01% $137.52 +0.8%
230 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 3,461.0 $547K 0.01% $158.05 +4.4%
231 PWR QUANTA SVCS INC COM Industrials 755.0 $544K 0.01% $720.04 -14.3%
232 CBAN COLONY BANKCORP INC COM Financial Services 26,746.0 $537K 0.01% -27K -50.0% $20.09 +5.4%
233 IOO ISHARES GLOBAL 100 ETF 3,912.0 $534K 0.01% $136.60 +4.8%
234 PHM PULTE GROUP INC COM Consumer Cyclical 3,866.0 $530K 0.01% $137.21 -5.2%
235 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 5,931.0 $525K 0.01% +1K +20.3% $88.60 -36.4%
236 CENCORA INC COM 1,853.0 $524K 0.01% -796.0 -30.1% $282.95
237 UPRO PROSHARES ULTRAPRO S&P500 3,610.0 $512K 0.01% $141.79 +5.8%
238 SH PROSHARES SHORT S&P500 15,463.0 $511K 0.01% -1K -7.5% $33.02 -1.7%
239 EOG EOG RES INC COM Energy 3,893.0 $505K 0.01% +100.0 +2.6% $129.73 +11.6%
240 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 18,712.0 $496K 0.01% $26.52 -1.0%
Page 12 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%