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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 3 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXXONMOBIL HOLDINGS CORP COM SHS 40,981.0 $5.6M 0.12% NEW $136.72
42 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 113,133.0 $5.5M 0.12% +25K +28.4% $48.56 +5.7%
43 BERKSHIRE HATHAWAY INC DEL CL A 7.0 $5.2M 0.11% $748850.00
44 CVX CHEVRON CORPORATION COM Energy 29,062.0 $4.8M 0.10% +2K +5.7% $165.76 +20.8%
45 VCRB VANGUARD CORE BOND ETF 61,740.0 $4.8M 0.10% +10K +19.5% $77.23 -1.2%
46 AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 36,352.0 $4.3M 0.09% $119.33 -2.2%
47 UPS UNITED PARCEL SVCS INC CL B Industrials 40,057.0 $4.3M 0.09% +15K +62.5% $107.50 -1.7%
48 BAC BANK OF AMER CORP COM Financial Services 75,217.0 $4.3M 0.09% +5K +7.1% $56.98 +9.2%
49 JPM JPMORGAN CHASE & CO COM Financial Services 12,587.0 $4.1M 0.09% -96.0 -0.8% $327.34 +8.9%
50 META META PLATFORMS INC CL A Communication Services 7,253.0 $4.1M 0.09% +99.0 +1.4% $563.32 +2.3%
51 IWM ISHARES RUSSELL 2000 ETF 13,239.0 $4.0M 0.08% $300.45 -0.5%
52 WMT WALMART INC COM Consumer Defensive 34,763.0 $3.9M 0.08% +495.0 +1.4% $113.26 -7.9%
53 MCD MCDONALDS CORP COM Consumer Cyclical 14,558.0 $3.9M 0.08% $270.30 -1.2%
54 V VISA INC COM CL A Financial Services 11,203.0 $3.8M 0.08% $343.08 +11.9%
55 PG PROCTER & GAMBLE CO COM Consumer Defensive 25,349.0 $3.7M 0.08% $146.64 -1.1%
56 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 3,968.0 $3.7M 0.08% $935.48 +2.2%
57 SCHX SCHWAB U.S. LARGE-CAP ETF 119,918.0 $3.5M 0.07% $29.43 +2.6%
58 RTX RTX CORPORATION COM Industrials 18,187.0 $3.5M 0.07% -296.0 -1.6% $189.73 +11.7%
59 PM PHILIP MORRIS INTL INC COM Consumer Defensive 17,635.0 $3.2M 0.07% $180.91 +7.3%
60 CSCO CISCO SYS INC COM Technology 26,860.0 $3.2M 0.07% +2K +10.2% $117.46 -4.3%
Page 3 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%