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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 9 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AFL AFLAC INC COM Financial Services 8,132.0 $953K 0.02% $117.25 +0.2%
162 SMURFIT WESTROCK PLC SHS 20,443.0 $946K 0.02% $46.26
163 WPC WP CAREY INC COM Real Estate 13,221.0 $945K 0.02% -449.0 -3.3% $71.50 -0.5%
164 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 10,547.0 $939K 0.02% +145.0 +1.4% $89.01 +4.9%
165 CLX CLOROX CO DEL COM Consumer Defensive 9,795.0 $935K 0.02% NEW $95.44 +9.2%
166 DVN DEVON ENERGY CORP NEW COM Energy 22,579.0 $933K 0.02% NEW $41.32 +13.3%
167 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 17,255.0 $932K 0.02% $54.02 +7.8%
168 SCHD SCHWAB US DIVIDEND EQUITY ETF 29,174.0 $925K 0.02% $31.71 +10.5%
169 VOOG VANGUARD S&P 500 GROWTH ETF 11,136.0 $920K 0.02% +9K +500.0% $82.62 +0.9%
170 DG DOLLAR GEN CORP COM Consumer Defensive 7,954.0 $916K 0.02% -134.0 -1.7% $115.11 +6.7%
171 AGNC AGNC INVT CORP COM Real Estate 80,543.0 $878K 0.02% -2K -2.1% $10.90 -0.8%
172 IVLU ISHARES MSCI INTL VALUE FACTOR ETF 20,913.0 $875K 0.02% $41.82 +6.2%
173 OEF ISHARES S&P 100 ETF 2,343.0 $857K 0.02% $365.87 +3.1%
174 LOW LOWES COS INC COM Consumer Cyclical 3,874.0 $854K 0.02% $220.51 -4.6%
175 SYK STRYKER CORPORATION COM Healthcare 2,682.0 $844K 0.02% -603.0 -18.4% $314.79 +4.7%
176 BROWN FORMAN CORP CL B 31,615.0 $843K 0.02% +1K +4.4% $26.65
177 ED CONSOLIDATED EDISON INC COM Utilities 7,564.0 $837K 0.02% +52.0 +0.7% $110.64 -2.3%
178 ULTA ULTA BEAUTY INC COM Consumer Cyclical 1,852.0 $835K 0.02% $450.98 +20.4%
179 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 7,056.0 $829K 0.02% $117.50 -1.8%
180 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 6,181.0 $819K 0.02% $132.53 +5.5%
Page 9 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%