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Portfolio (Quarterly) Guide ↗

IBEX WEALTH ADVISORS

· CIK 0001686242
13F Portfolio $1.3B AUM 209 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 88 Added 60 Reduced 13 Exited
Page 2 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANNALY CAPITAL 691,089.0 $15.5M 1.21% +21K +3.1% $22.36
22 LLY ELI LILLY Healthcare 12,208.0 $14.6M 1.15% +4K +50.9% $1199.40 +4.6%
23 IBKR INTERACTIVE BROKERS Financial Services 163,575.0 $14.2M 1.12% +4K +2.4% $87.04 +7.8%
24 VZ VERIZON COMMUNICATIONS Communication Services 333,925.0 $14.1M 1.11% +8K +2.3% $42.34 +16.8%
25 AMAT APPLIED MATERIALS Technology 18,962.0 $13.7M 1.07% +16K +560.5% $722.99 -31.9%
26 MRK MERCK & COMPANY Healthcare 103,751.0 $13.3M 1.04% +3K +2.6% $128.50 +18.7%
27 ANET ARISTA NETWORKS Technology 76,288.0 $13.0M 1.02% +2K +2.9% $169.88 +11.0%
28 INTC INTEL CORP Technology 91,282.0 $12.7M 1.00% NEW $139.63 -35.5%
29 SHEL SHELL PLC Energy 164,192.0 $12.7M 1.00% +3K +2.0% $77.54 +20.4%
30 V VISA INC Financial Services 36,146.0 $12.4M 0.97% $343.08 +8.1%
31 T AT&T INC Communication Services 595,758.0 $12.3M 0.97% +11K +2.0% $20.70 +22.3%
32 SNEX STONEX GROUP Financial Services 103,473.0 $12.3M 0.96% +3K +3.2% $118.50 -42.2%
33 XOM EXXON MOBIL Energy 89,383.0 $12.2M 0.96% +817.0 +0.9% $136.72 +20.8%
34 WWD WOODWARD INC Industrials 27,195.0 $11.6M 0.91% +892.0 +3.4% $425.44 -19.3%
35 AMGN AMGEN INC Healthcare 31,655.0 $11.5M 0.90% -12K -27.6% $362.12 +21.3%
36 APH AMPHENOL CORP Technology 64,062.0 $11.3M 0.89% +3K +4.3% $176.32 -11.0%
37 HWM HOWMET AEROSPACE Industrials 40,578.0 $10.9M 0.85% +1K +3.3% $268.86 +1.1%
38 KIM KIMCO REALTY Real Estate 422,853.0 $10.7M 0.84% +19K +4.8% $25.35 -5.2%
39 CAT CATERPILLAR INC Industrials 9,965.0 $10.6M 0.83% $1064.89 -22.3%
40 CTRE CARETRUST REIT Real Estate 260,491.0 $10.5M 0.82% +9K +3.6% $40.35 -1.9%
Page 2 of 11  ·  209 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 44.3%
Financial Services 15.1%
Energy 9.0%
Industrials 7.6%
Healthcare 7.4%
Real Estate 5.9%
Communication Services 5.7%
Consumer Cyclical 2.6%
Utilities 1.1%
Basic Materials 1.0%