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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 14 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HDV ISHARES CORE HIGH DIVIDEND ETF 14,782.0 $405K 0.01% +12K +401.8% $27.41 +8.5%
262 AMGN AMGEN INC COM Healthcare 1,113.0 $403K 0.01% +20.0 +1.8% $362.04 +21.6%
263 ETN EATON CORP PLC SHS Industrials 929.0 $396K 0.01% $426.12 -1.6%
264 HCA HCA HEALTHCARE INC COM Healthcare 1,007.0 $393K 0.01% +7.0 +0.7% $389.89 +9.6%
265 RY ROYAL BK CDA COM Financial Services 1,895.0 $392K 0.01% -599.0 -24.0% $206.97 +0.1%
266 MGV VANGUARD MEGA CAP VALUE ETF 2,377.0 $389K 0.01% $163.45 +3.0%
267 NOW SERVICENOW INC COM Technology 3,896.0 $387K 0.01% +206.0 +5.6% $99.28 +26.7%
268 RF REGIONS FINANCIAL CORP NEW COM Financial Services 12,750.0 $385K 0.01% $30.20 +1.7%
269 VIOO VANGUARD S&P SMALL-CAP 600 ETF 2,745.0 $378K 0.01% $137.54 -1.1%
270 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 22,572.0 $377K 0.01% $16.70 -7.8%
271 CAH CARDINAL HEALTH INC COM Healthcare 1,585.0 $377K 0.01% $237.56 +0.4%
272 IWD ISHARES RUSSELL 1000 VALUE ETF 1,535.0 $372K 0.01% $242.43 +6.6%
273 BSV VANGUARD SHORT-TERM BOND ETF 4,764.0 $371K 0.01% $77.91 -0.3%
274 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 738.0 $367K 0.01% +6.0 +0.8% $496.73 +10.2%
275 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 3,642.0 $350K 0.01% +22.0 +0.6% $96.12 -50.3%
276 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 2,059.0 $347K 0.01% +73.0 +3.7% $168.42 +13.9%
277 SNA SNAP ON INC COM Industrials 859.0 $346K 0.01% NEW $402.58 -1.3%
278 VTWO VANGUARD RUSSELL 2000 ETF 2,824.0 $343K 0.01% $121.42 -0.5%
279 ADI ANALOG DEVICES INC COM Technology 854.0 $339K 0.01% -400.0 -31.9% $397.17 -6.4%
280 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 3,360.0 $339K 0.01% $100.82 -0.1%
Page 14 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%