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Portfolio (Quarterly) Guide ↗

AUA CAPITAL MANAGEMENT, LLC

· CIK 0001706915
13F Portfolio $216M AUM 84 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 8 Added 14 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 775.0 $370K 0.17% NEW $477.57 -12.7%
2 INTC INTEL CORP Technology 2,171.0 $303K 0.14% NEW $139.63 -34.3%
3 J P MORGAN EXCHANGE TRADED F 4,672.0 $236K 0.11% NEW $50.57
4 C CITIGROUP INC Financial Services 1,642.0 $230K 0.11% NEW $139.96 -1.3%
5 KO COCA COLA CO Consumer Defensive 2,802.0 $228K 0.11% NEW $81.27 +9.3%
6 USB US BANCORP Financial Services 3,485.0 $210K 0.10% NEW $60.40 +5.2%
7 CRWV COREWEAVE INC Technology 2,098.0 $209K 0.10% NEW $99.54 -15.0%
8 XOM EXXON MOBIL CORP Energy 1,509.0 $206K 0.10% NEW $136.72 +18.7%

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 60.5%
Technology 12.8%
Consumer Cyclical 8.1%
Consumer Defensive 7.7%
Communication Services 4.3%
Industrials 2.9%
Healthcare 2.0%
Energy 1.4%
Basic Materials 0.3%