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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 15 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VIOO VANGUARD S&P SMALL-CAP 600 ETF 2,745.0 $315K 0.01% $114.83 +15.6%
282 DHR DANAHER CORP DEL COM Healthcare 1,658.0 $314K 0.01% $189.57 -6.5%
283 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 2,197.0 $314K 0.01% $142.85 -14.4%
284 CMCSA COMCAST CORP NEW CL A Communication Services 10,093.0 $290K 0.01% -154.0 -1.5% $28.71 -21.9%
285 FCX FREEPORT MCMORAN INC CL B Basic Materials 4,829.0 $284K 0.01% -2K -24.9% $58.78 +16.8%
286 VTWO VANGUARD RUSSELL 2000 ETF 2,824.0 $283K 0.01% $100.17 +19.2%
287 WMB WILLIAMS COS INC COM Energy 3,839.0 $279K 0.01% -10K -72.1% $72.78 +0.5%
288 SCHO SCHWAB SHORT-TERM US TREASURY ETF 11,275.0 $274K 0.01% NEW $24.27 -0.7%
289 PAL PROFICIENT AUTO LOGISTICS INC COM Industrials 40,000.0 $271K 0.01% +15K +60.0% $6.78 +10.9%
290 STATE STREET SPDR S&P EMERGING ASIA PACIFIC ETF 1,989.0 $271K 0.01% $136.17
291 BND VANGUARD TOTAL BOND MARKET ETF 3,602.0 $265K 0.01% +43.0 +1.2% $73.64 -0.4%
292 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 3,620.0 $262K 0.01% $72.46 +26.1%
293 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 3,081.0 $262K 0.01% $84.91 +22.8%
294 GLW CORNING INC COM Technology 1,916.0 $261K 0.01% NEW $135.97 +43.4%
295 AMAT APPLIED MATLS INC COM Technology 755.0 $258K 0.01% NEW $341.79 +80.6%
296 RAVI FLEXSHARES ULTRA-SHORT INCOME FUND 3,405.0 $257K 0.01% -331.0 -8.9% $75.41 -0.1%
297 GILD GILEAD SCIENCES INC COM Healthcare 1,819.0 $254K 0.01% $139.37 -11.2%
298 CRWD CROWDSTRIKE HLDGS INC CL A Technology 648.0 $253K 0.01% +4.0 +0.6% $390.41 +75.4%
299 FDX FEDEX CORP COM Industrials 702.0 $250K 0.01% $355.95 -8.4%
300 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 2,244.0 $249K 0.01% -31.0 -1.4% $110.86 -1.3%
Page 15 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%