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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
Page 2 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSV VANGUARD BD INDEX FDS 32,079.0 $2.5M 1.16% -682.0 -2.1% $77.91 -1.0%
22 IEI ISHARES TR 19,364.0 $2.3M 1.05% +4K +22.6% $117.45 -1.6%
23 GS GOLDMAN SACHS GROUP INC Financial Services 2,229.0 $2.3M 1.04% $1011.37 -0.4%
24 VCSH VANGUARD SCOTTSDALE FDS 28,154.0 $2.2M 1.03% -161.0 -0.6% $79.03 -1.1%
25 MA MASTERCARD INCORPORATED Financial Services 4,029.0 $2.1M 0.96% $513.60 +14.2%
26 IYH ISHARES TR 29,093.0 $1.9M 0.90% -486.0 -1.6% $67.01 +9.7%
27 VXF VANGUARD INDEX FDS 7,792.0 $1.9M 0.89% $246.21 -3.1%
28 VUG VANGUARD INDEX FDS 21,734.0 $1.9M 0.87% +18K +496.6% $86.14 +1.4%
29 GOOGL ALPHABET INC Communication Services 4,880.0 $1.7M 0.81% $357.37 -6.4%
30 JPM JPMORGAN CHASE & CO Financial Services 4,898.0 $1.6M 0.74% $327.33 +9.0%
31 VIG VANGUARD SPECIALIZED FUNDS 6,504.0 $1.5M 0.71% -70.0 -1.1% $236.65 +2.1%
32 CAT CATERPILLAR INC Industrials 1,170.0 $1.2M 0.58% $1064.90 -26.8%
33 UNILEVER PLC 19,539.0 $1.2M 0.54% $60.12
34 ETN EATON CORP PLC Industrials 2,250.0 $959K 0.44% $426.12 -8.7%
35 BND VANGUARD BD INDEX FDS 11,656.0 $856K 0.40% -161.0 -1.4% $73.41 -2.2%
36 AXP AMERICAN EXPRESS CO Financial Services 2,400.0 $812K 0.38% $338.25 -3.2%
37 BERKSHIRE HATHAWAY INC DEL 1,565.0 $783K 0.36% $500.39
38 HD HOME DEPOT INC Consumer Cyclical 2,189.0 $772K 0.36% $352.68 -9.3%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 750.0 $702K 0.33% $935.47 +0.1%
40 WMT WALMART INC Consumer Defensive 6,102.0 $691K 0.32% $113.26 -6.4%
Page 2 of 5  ·  84 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 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%