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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 16 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IMO IMPERIAL OIL LTD COM NEW Energy 1,901.0 $249K 0.01% NEW $130.82 -14.0%
302 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 6,000.0 $247K 0.01% $41.17 +4.3%
303 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 2,623.0 $243K 0.01% NEW $92.69 -10.0%
304 VTV VANGUARD VALUE ETF 1,236.0 $242K 0.01% +10.0 +0.8% $196.13 +10.4%
305 VXF VANGUARD EXTENDED MARKET ETF 1,170.0 $241K 0.01% $205.83 +17.1%
306 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 383.0 $236K 0.01% $616.76 +12.0%
307 SLB SLB LIMITED COM STK Energy 4,570.0 $235K 0.01% NEW $51.38 -6.4%
308 BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 11,896.0 $232K 0.01% $19.53 +0.2%
309 IVOO VANGUARD S&P MID-CAP 400 ETF 1,989.0 $227K 0.01% $114.32 +12.4%
310 VCR VANGUARD CONSUMER DISCRETIONARY ETF 619.0 $222K 0.01% $359.03 +9.8%
311 CSX CSX CORP COM Industrials 5,267.0 $216K 0.01% NEW $41.05 +11.2%
312 APP APPLOVIN CORP COM CL A Technology 539.0 $215K 0.01% $398.00 +18.0%
313 CNI CANADIAN NATL RY CO COM Industrials 2,038.0 $209K 0.01% $102.77 +10.4%
314 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 683.0 $208K 0.01% -85.0 -11.1% $304.08 +14.7%
315 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 8,336.0 $208K 0.01% NEW $24.91 -1.2%
316 AJG GALLAGHER ARTHUR J & CO COM Financial Services 943.0 $204K 0.01% NEW $216.58 -1.2%
317 HACK AMPLIFY CYBERSECURITY ETF 2,677.0 $201K 0.01% $75.09 +27.8%
318 VNQ VANGUARD REAL ESTATE ETF 2,261.0 $201K 0.01% NEW $88.70 +7.7%
319 BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 10,940.0 $183K 0.00% $16.72 -0.3%
320 GSBD GOLDMAN SACHS BDC INC SHS Financial Services 18,539.0 $165K 0.00% $8.88 +4.8%
Page 16 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%