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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 4 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MS MORGAN STANLEY Financial Services 34,746.0 $7.3M 0.57% +27K +337.3% $209.04 +2.5%
62 USMV ISHARES MSCI 75,222.0 $7.3M 0.57% -638.0 -0.8% $96.46 +4.9%
63 SPY STATE STREET Financial Services 9,380.0 $7.0M 0.55% -2K -14.7% $746.73 +2.5%
64 BX BLACKSTONE INC Financial Services 54,053.0 $6.4M 0.50% +2K +3.9% $117.67 +21.8%
65 SPG SIMON PROPERTY Real Estate 27,525.0 $6.2M 0.48% NEW $223.65 -2.4%
66 AMD ADVANCED MICRO Technology 10,429.0 $6.1M 0.47% +9K +730.3% $580.91 -18.5%
67 NEM NEWMONT CORP Basic Materials 64,074.0 $6.0M 0.47% +3K +4.7% $93.40 +40.9%
68 SBUX STARBUCKS CORP Consumer Cyclical 56,608.0 $5.8M 0.45% NEW $102.19 +4.8%
69 EMBJ EMBRAER S A Industrials 89,383.0 $5.7M 0.45% +6K +7.4% $63.80 +19.0%
70 LIN LINDE PLC Basic Materials 10,985.0 $5.7M 0.45% +364.0 +3.4% $518.92 -6.0%
71 EFA ISHARES MSCI 53,643.0 $5.6M 0.44% +688.0 +1.3% $103.88 +4.2%
72 XLK STATE STREET 27,050.0 $5.2M 0.40% -1K -3.6% $190.52 -3.8%
73 STEP STEPSTONE GROUP Financial Services 121,785.0 $5.0M 0.40% NEW $41.36 +20.9%
74 FDX FEDEX CORP Industrials 16,028.0 $5.0M 0.39% +15K +1755.1% $313.14 +3.8%
75 SOXX ISHARES SEMICONDUCTOR 7,308.0 $4.7M 0.37% $640.77 -18.8%
76 CMCSA COMCAST CORP Communication Services 176,863.0 $4.3M 0.34% +9K +5.1% $24.55 +9.4%
77 PGR PROGRESSIVE CORP Financial Services 18,589.0 $4.1M 0.32% +1K +7.2% $218.45 +0.4%
78 XLE STATE STREET 57,609.0 $3.1M 0.24% +11K +23.9% $53.11 +19.8%
79 XLI STATE STREET 16,397.0 $3.0M 0.24% +9K +119.9% $185.23 -2.7%
80 VUG VANGUARD GROWTH 34,704.0 $3.0M 0.23% +32K +1069.3% $86.14 +1.6%
Page 4 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%