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Portfolio (Quarterly) Guide ↗

CROBAN

· CIK 0001694663
13F Portfolio $227M AUM 81 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 42 Added 13 Reduced 5 Exited
Page 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPIB J P MORGAN EXCHANGE TRADED F 78,946.0 $3.8M 1.68% NEW $48.34 -1.5%
22 IDU ISHARES TR 32,554.0 $3.7M 1.65% +896.0 +2.8% $114.61 -4.4%
23 FESM FIDELITY COVINGTON TRUST 67,283.0 $3.2M 1.43% -63K -48.3% $48.29 -1.9%
24 IYZ ISHARES TR 75,844.0 $3.2M 1.41% $42.31 +0.9%
25 FLMI FRANKLIN TEMPLETON ETF TR 124,855.0 $3.1M 1.39% $25.16 -3.7%
26 XOVR ENTREPRENEURSHARES SERIES TR 143,721.0 $3.0M 1.33% NEW $21.04 +0.1%
27 MUB ISHARES TR 25,832.0 $2.8M 1.23% -3K -9.1% $107.62 -3.3%
28 XLE SELECT SECTOR SPDR TR 41,751.0 $2.2M 0.98% +491.0 +1.2% $53.11 +20.6%
29 R RYDER SYS INC Industrials 8,335.0 $2.2M 0.97% -97.0 -1.1% $263.75 -5.8%
30 JEPI J P MORGAN EXCHANGE TRADED F 36,340.0 $2.1M 0.91% +549.0 +1.5% $56.47 +1.3%
31 MMIN NEW YORK LIFE INVTS ACTIVE E 77,605.0 $1.9M 0.83% $24.20 -4.1%
32 EVR EVERCORE INC Financial Services 5,247.0 $1.8M 0.79% $341.43 -12.7%
33 ABBV ABBVIE INC Healthcare 7,077.0 $1.8M 0.79% +172.0 +2.5% $251.63 +1.9%
34 ANDE ANDERSONS INC Consumer Defensive 25,354.0 $1.7M 0.76% -235.0 -0.9% $68.40 +1.3%
35 GD GENERAL DYNAMICS CORP Industrials 4,669.0 $1.7M 0.73% +129.0 +2.8% $354.22 +1.5%
36 THG HANOVER INS GROUP INC Financial Services 7,478.0 $1.6M 0.71% +305.0 +4.2% $214.11 +6.7%
37 ATO ATMOS ENERGY CORP Utilities 9,135.0 $1.6M 0.69% +191.0 +2.1% $172.26 -2.7%
38 NEE NEXTERA ENERGY INC Utilities 17,782.0 $1.6M 0.69% +381.0 +2.2% $87.77 -4.9%
39 AMGN AMGEN INC Healthcare 4,078.0 $1.5M 0.65% +94.0 +2.4% $362.09 +20.8%
40 TDS TELEPHONE & DATA SYS INC Communication Services 38,056.0 $1.4M 0.62% +690.0 +1.9% $37.00 +2.2%
Page 2 of 5  ·  81 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
Financial Services 23.8%
Utilities 20.6%
Industrials 20.4%
Healthcare 11.2%
Consumer Defensive 8.0%
Communication Services 6.1%
Technology 5.5%
Consumer Cyclical 4.5%