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Portfolio (Quarterly) Guide ↗

Faithward Advisors, LLC

· CIK 0001695078
13F Portfolio $682M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 327 New
Page 2 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANET ARISTA NETWORKS INC Technology 55,566.0 $7.3M 1.07% NEW $131.03 +24.6%
22 CAT CATERPILLAR INC Industrials 12,633.0 $7.2M 1.06% NEW $572.85 +59.0%
23 SGOV ISHARES TR 55,940.0 $5.6M 0.82% NEW $100.38 +0.1%
24 AFRM AFFIRM HLDGS INC Technology 75,311.0 $5.6M 0.82% NEW $74.43 -11.1%
25 VTI VANGUARD INDEX FDS 16,468.0 $5.5M 0.81% NEW $335.27 +9.3%
26 ASML ASML HOLDING N V Technology 5,156.0 $5.5M 0.81% NEW $1069.86 +74.2%
27 SPYG SPDR SERIES TRUST 51,109.0 $5.5M 0.80% NEW $106.70 +9.6%
28 INCY INCYTE CORP Healthcare 54,809.0 $5.4M 0.79% NEW $98.77 +9.9%
29 HII HUNTINGTON INGALLS INDS INC Industrials 15,762.0 $5.4M 0.79% NEW $340.06 -12.5%
30 CEG CONSTELLATION ENERGY CORP Utilities 15,108.0 $5.3M 0.78% NEW $353.26 -28.2%
31 AMKR AMKOR TECHNOLOGY INC Technology 132,020.0 $5.2M 0.76% NEW $39.48 +109.7%
32 OUNZ VANECK MERK GOLD ETF Financial Services 124,875.0 $5.2M 0.76% NEW $41.48 -2.4%
33 NTRA NATERA INC Healthcare 22,136.0 $5.1M 0.74% NEW $229.09 -7.4%
34 CRWD CROWDSTRIKE HLDGS INC Technology 10,791.0 $5.1M 0.74% NEW $468.76 +45.7%
35 VRT VERTIV HOLDINGS CO Industrials 30,976.0 $5.0M 0.74% NEW $162.01 +83.9%
36 IVW ISHARES TR 40,665.0 $5.0M 0.73% NEW $123.26 +9.5%
37 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 29,274.0 $5.0M 0.73% NEW $170.00 +35.6%
38 CCJ CAMECO CORP Energy 53,321.0 $4.9M 0.71% NEW $91.49 +10.4%
39 IBM INTERNATIONAL BUSINESS MACHS Technology 16,247.0 $4.8M 0.71% NEW $296.22 -8.1%
40 UI UBIQUITI INC Technology 8,590.0 $4.8M 0.70% NEW $553.37 +5.1%
Page 2 of 17  ·  327 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 39.4%
Financial Services 19.9%
Industrials 14.2%
Healthcare 12.5%
Consumer Cyclical 3.4%
Energy 2.7%
Utilities 2.3%
Consumer Defensive 2.0%
Basic Materials 1.9%
Communication Services 1.1%