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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 18 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SAN BANCO SANTANDER SA ADR Financial Services 11,445.0 $158K 0.00% +119.0 +1.1% $13.80 +6.0%
342 BBDC BARINGS BDC INC COM Financial Services 14,354.0 $122K 0.00% $8.52 +10.9%
343 HLN HALEON PLC SPON ADS Healthcare 11,732.0 $109K 0.00% +111.0 +1.0% $9.33 +9.1%
344 GLDG GOLDMINING INC COM Basic Materials 10,000.0 $9K $0.91 +30.1%
Page 18 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%