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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 2 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 C CITIGROUP INC Financial Services 39,451.0 $5.5M 1.21% NEW $139.96 -5.1%
22 ADI ANALOG DEVICES INC Technology 13,681.0 $5.4M 1.19% NEW $397.16 -5.9%
23 META META PLATFORMS INC Communication Services 9,316.0 $5.2M 1.15% NEW $563.26 +0.3%
24 LLY ELI LILLY & CO Healthcare 4,307.0 $5.2M 1.14% NEW $1199.39 +4.2%
25 BAC BANK OF AMER CORP Financial Services 83,900.0 $4.8M 1.05% NEW $56.98 +9.5%
26 VGSH VANGUARD SCOTTSDALE FDS 81,109.0 $4.7M 1.04% NEW $58.20 -0.1%
27 USMV ISHARES TR 48,112.0 $4.6M 1.02% NEW $96.46 +5.1%
28 LIN LINDE PLC Basic Materials 8,723.0 $4.5M 0.99% NEW $518.90 -6.4%
29 MCD MCDONALDS CORP Consumer Cyclical 16,296.0 $4.4M 0.97% NEW $270.30 -0.5%
30 V VISA INC Financial Services 12,376.0 $4.2M 0.93% NEW $343.08 +11.6%
31 CSCO CISCO SYS INC Technology 36,050.0 $4.2M 0.93% NEW $117.46 -5.7%
32 ABBV ABBVIE INC Healthcare 16,405.0 $4.1M 0.91% NEW $251.63 +5.8%
33 PG PROCTER & GAMBLE CO Consumer Defensive 28,001.0 $4.1M 0.90% NEW $146.63 -0.8%
34 MRK MERCK & CO INC Healthcare 29,906.0 $3.8M 0.84% NEW $128.50 +21.7%
35 TSLA TESLA INC Consumer Cyclical 8,235.0 $3.5M 0.76% NEW $420.58 -16.0%
36 BERKSHIRE HATHAWAY INC DEL 6,703.0 $3.4M 0.74% NEW $500.37
37 XLU SELECT SECTOR SPDR TR 73,505.0 $3.3M 0.73% NEW $45.34 -4.4%
38 RTX RTX CORPORATION Industrials 17,426.0 $3.3M 0.73% NEW $189.72 +10.6%
39 ITW ILLINOIS TOOL WKS INC Industrials 12,121.0 $3.3M 0.72% NEW $270.46 +4.2%
40 LOW LOWES COS INC Consumer Cyclical 14,832.0 $3.3M 0.72% NEW $220.48 -2.2%
Page 2 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%