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Portfolio (Quarterly) Guide ↗

Cordatus Wealth Management LLC

· CIK 0001715862
13F Portfolio $455M AUM 168 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 168 New
Page 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 19,663.0 $3.3M 0.72% NEW $165.76 +20.6%
42 MA MASTERCARD INCORPORATED Financial Services 6,310.0 $3.2M 0.71% NEW $513.58 +16.7%
43 SHW SHERWIN WILLIAMS CO Basic Materials 9,240.0 $3.2M 0.70% NEW $344.29 +1.8%
44 NEE NEXTERA ENERGY INC Utilities 36,030.0 $3.2M 0.69% NEW $87.77 -4.0%
45 PNC PNC FINL SVCS GROUP INC Financial Services 12,625.0 $3.1M 0.68% NEW $246.21 -0.9%
46 SPYV SPDR SERIES TRUST 50,818.0 $3.1M 0.68% NEW $60.79 +4.6%
47 HD HOME DEPOT INC Consumer Cyclical 8,569.0 $3.0M 0.66% NEW $352.66 -4.2%
48 AMGN AMGEN INC Healthcare 8,245.0 $3.0M 0.66% NEW $362.11 +22.1%
49 PEP PEPSICO INC Consumer Defensive 19,030.0 $2.6M 0.57% NEW $135.40 +5.1%
50 XLRE SELECT SECTOR SPDR TR 58,386.0 $2.6M 0.56% NEW $44.03 +3.0%
51 EMR EMERSON ELEC CO Industrials 17,936.0 $2.6M 0.56% NEW $143.14 +8.2%
52 ATO ATMOS ENERGY CORP Utilities 14,111.0 $2.4M 0.53% NEW $172.26 -2.7%
53 GEV GE VERNOVA INC Utilities 1,990.0 $2.3M 0.51% NEW $1174.77 -21.1%
54 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7,694.0 $2.3M 0.49% NEW $293.16 +3.6%
55 ABT ABBOTT LABORATORIES Healthcare 24,134.0 $2.2M 0.48% NEW $90.74 +28.0%
56 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,702.0 $2.2M 0.48% NEW $223.94 +26.3%
57 NFLX NETFLIX INC. Communication Services 30,303.0 $2.2M 0.47% NEW $71.40 +15.2%
58 SBUX STARBUCKS CORP Consumer Cyclical 21,066.0 $2.2M 0.47% NEW $102.19 +3.5%
59 LHX L3HARRIS TECHNOLOGIES INC Industrials 7,273.0 $2.1M 0.46% NEW $290.57 -9.8%
60 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,377.0 $2.1M 0.46% NEW $477.56 -12.6%
Page 3 of 9  ·  168 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 32.9%
Financial Services 20.4%
Industrials 10.2%
Healthcare 8.8%
Consumer Cyclical 7.9%
Consumer Defensive 7.2%
Basic Materials 3.5%
Utilities 3.4%
Communication Services 3.2%
Energy 2.3%