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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 7 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,662.0 $473K 0.10% NEW $61.76 -8.6%
122 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,627.0 $464K 0.10% NEW $82.40 -4.4%
123 IWO ISHARES TR 1,124.0 $443K 0.10% NEW $393.94 -2.1%
124 CRS CARPENTER TECHNOLOGY CORP Industrials 711.0 $439K 0.10% NEW $616.77 -21.2%
125 PSO PEARSON PLC Communication Services 27,482.0 $437K 0.10% NEW $15.89 +4.4%
126 WWD WOODWARD INC Industrials 975.0 $415K 0.09% NEW $425.40 -20.2%
127 CIEN CIENA CORP Technology 808.0 $396K 0.09% NEW $490.51 -21.0%
128 MGA MAGNA INTL INC Consumer Cyclical 6,013.0 $395K 0.09% NEW $65.65 +0.7%
129 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,573.0 $394K 0.09% NEW $152.94 -24.1%
130 ILMN ILLUMINA INC Healthcare 2,236.0 $393K 0.09% NEW $175.81 +28.0%
131 RBC RBC BEARINGS INC Industrials 596.0 $384K 0.08% NEW $644.03 -23.0%
132 LITE LUMENTUM HLDGS INC Technology 425.0 $365K 0.08% NEW $858.02 +3.2%
133 AZN ASTRAZENECA PLC Healthcare 1,920.0 $364K 0.08% NEW $189.60 -10.5%
134 FLEX FLEX LTD Technology 2,212.0 $358K 0.08% NEW $162.05 -32.6%
135 SF STIFEL FINL CORP Financial Services 5,080.0 $354K 0.08% NEW $69.76 +14.1%
136 IVV ISHARES TR 472.0 $353K 0.08% NEW $748.89 +2.8%
137 GOOGL ALPHABET INC Communication Services 980.0 $350K 0.08% NEW $357.37 -2.9%
138 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,741.0 $341K 0.07% NEW $91.22 -19.4%
139 IXJ ISHARES TR 3,338.0 $328K 0.07% NEW $98.38 +9.3%
140 FERG FERGUSON ENTERPRISES INC Industrials 1,369.0 $325K 0.07% NEW $237.30 -2.0%
Page 7 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%