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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 6 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SOUTHSTATE BK CORP COM 16,623.0 $1.5M 0.04% +96.0 +0.6% $92.52
102 ORCL ORACLE CORP COM Technology 10,242.0 $1.5M 0.04% +249.0 +2.5% $147.11 +25.3%
103 AXP AMERICAN EXPRESS CO COM Financial Services 4,923.0 $1.5M 0.03% $302.48 +11.8%
104 NVS NOVARTIS AG SPONSORED ADR Healthcare 9,716.0 $1.5M 0.03% $152.75 -3.7%
105 XCEM COLUMBIA EM CORE EX-CHINA ETF 35,154.0 $1.4M 0.03% +719.0 +2.1% $40.81 +34.3%
106 SLV ISHARES SILVER TRUST Financial Services 20,938.0 $1.4M 0.03% -8K -28.2% $68.14 -12.7%
107 ABT ABBOTT LABORATORIES COM Healthcare 13,856.0 $1.4M 0.03% -218.0 -1.6% $102.67 -13.9%
108 TJX TJX COS INC NEW COM Consumer Cyclical 8,739.0 $1.4M 0.03% $159.70 +2.6%
109 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 15,434.0 $1.4M 0.03% +2K +16.8% $90.42 -2.7%
110 WFC WELLS FARGO & CO COM Financial Services 17,400.0 $1.4M 0.03% -5K -22.5% $79.61 +3.3%
111 PFE PFIZER INC COM Healthcare 48,634.0 $1.4M 0.03% $28.08 -10.2%
112 VV VANGUARD LARGE-CAP ETF 4,538.0 $1.4M 0.03% +100.0 +2.2% $298.85 +15.4%
113 MDT MEDTRONIC PLC SHS Healthcare 15,550.0 $1.3M 0.03% $86.65 -8.4%
114 TGT TARGET CORP COM Consumer Defensive 11,011.0 $1.3M 0.03% -145.0 -1.3% $121.20 +7.9%
115 MCK MCKESSON CORP COM Healthcare 1,499.0 $1.3M 0.03% -101.0 -6.3% $865.20 -13.2%
116 COP CONOCOPHILLIPS COM Energy 9,822.0 $1.3M 0.03% $132.00 -18.4%
117 TSLA TESLA INC COM Consumer Cyclical 3,475.0 $1.3M 0.03% +674.0 +24.1% $371.75 +7.7%
118 UNP UNION PAC CORP COM Industrials 5,246.0 $1.3M 0.03% $242.63 +5.9%
119 SCHW SCHWAB CHARLES CORP COM Financial Services 13,528.0 $1.3M 0.03% -3K -16.5% $93.98 -2.4%
120 PYPL PAYPAL HLDGS INC COM Financial Services 27,895.0 $1.3M 0.03% +9K +46.5% $45.23 -6.0%
Page 6 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%