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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 4 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILIP MORRIS INTL INC COM Consumer Defensive 17,665.0 $2.9M 0.07% $165.34 +7.9%
62 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 47,584.0 $2.9M 0.07% $60.10 +10.6%
63 T AT&T INC COM Communication Services 97,209.0 $2.8M 0.07% $28.99 -24.1%
64 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 33,384.0 $2.6M 0.06% $78.41 +6.6%
65 NOC NORTHROP GRUMMAN CORP COM Industrials 3,835.0 $2.6M 0.06% +252.0 +7.0% $682.22 -23.6%
66 IBM INTERNATIONAL BUSINESS MACHS COM Technology 10,392.0 $2.5M 0.06% -232.0 -2.2% $242.39 +2.8%
67 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 51,119.0 $2.5M 0.06% -6K -10.4% $48.46 +12.7%
68 DUK DUKE ENERGY CORP NEW COM NEW Utilities 18,860.0 $2.5M 0.06% $130.94 -5.4%
69 UPS UNITED PARCEL SVCS INC CL B Industrials 24,656.0 $2.4M 0.06% -389.0 -1.6% $98.38 +6.7%
70 SCHM SCHWAB U.S. MID-CAP ETF 78,130.0 $2.4M 0.06% $30.96 +16.6%
71 NSC NORFOLK SOUTHN CORP COM Industrials 8,360.0 $2.4M 0.06% $286.99 +4.6%
72 TFC TRUIST FINL CORP COM Financial Services 51,895.0 $2.4M 0.06% $45.97 +5.1%
73 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 11,677.0 $2.4M 0.06% -111.0 -0.9% $203.18 +7.5%
74 AZN ASTRAZENECA PLC ORD Healthcare 11,880.0 $2.3M 0.05% NEW $197.22 -11.3%
75 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 26,189.0 $2.3M 0.05% -170.0 -0.6% $88.46 +5.4%
76 MO ALTRIA GROUP INC COM Consumer Defensive 34,286.0 $2.3M 0.05% $65.99 +4.7%
77 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 36,658.0 $2.2M 0.05% $60.65 -11.0%
78 ABBV ABBVIE INC COM Healthcare 10,203.0 $2.2M 0.05% $217.50 -0.4%
79 GS GOLDMAN SACHS GROUP INC COM Financial Services 2,598.0 $2.2M 0.05% -41.0 -1.6% $846.06 +29.6%
80 SCHB SCHWAB U.S. BROAD MARKET ETF 86,775.0 $2.2M 0.05% +17K +23.6% $25.10 +15.4%
Page 4 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%