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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 4 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLK BLACKROCK INC Financial Services 2,140.0 $2.1M 0.45% NEW $961.51 +22.2%
62 PAYX PAYCHEX INC Industrials 19,934.0 $2.0M 0.43% NEW $98.32 +26.7%
63 ASML ASML HLDG NV Technology 965.0 $1.9M 0.42% NEW $1989.40 -12.5%
64 CB CHUBB LIMITED Financial Services 5,343.0 $1.8M 0.40% NEW $340.71 +1.2%
65 SPGI S&P GLOBAL INC Financial Services 4,391.0 $1.8M 0.39% NEW $407.23 +6.3%
66 KO COCA COLA CO Consumer Defensive 19,436.0 $1.6M 0.35% NEW $81.26 +11.6%
67 CEG CONSTELLATION ENERGY CORP Utilities 6,170.0 $1.5M 0.34% NEW $248.35 +13.6%
68 DIS DISNEY WALT CO Communication Services 15,667.0 $1.5M 0.33% NEW $96.24 +14.6%
69 AXP AMERICAN EXPRESS CO Financial Services 4,312.0 $1.5M 0.32% NEW $338.23 -0.8%
70 EFA ISHARES TR 13,896.0 $1.4M 0.32% NEW $103.88 +4.4%
71 EOG EOG RES INC Energy 10,839.0 $1.4M 0.31% NEW $129.72 +12.4%
72 AFL AFLAC INC Financial Services 11,794.0 $1.4M 0.30% NEW $117.24 +0.1%
73 PFF ISHARES TR 45,239.0 $1.4M 0.30% NEW $30.49 +0.5%
74 CSL CARLISLE COS INC Industrials 3,718.0 $1.3M 0.30% NEW $362.72 +1.1%
75 UBER UBER TECHNOLOGIES INC Technology 17,234.0 $1.2M 0.27% NEW $72.15 +10.8%
76 COP CONOCOPHILLIPS Energy 11,933.0 $1.2M 0.27% NEW $103.95 +27.3%
77 AMT AMERICAN TOWER CORP Real Estate 6,692.0 $1.1M 0.24% NEW $163.55 +9.0%
78 HSBC HSBC HLDGS PLC Financial Services 11,425.0 $1.1M 0.24% NEW $95.09 +9.4%
79 XOM EXXON MOBIL CORP Energy 7,643.0 $1.0M 0.23% NEW $136.70 +17.5%
80 BSCS INVESCO EXCH TRD SLF IDX FD 51,091.0 $1.0M 0.23% NEW $20.36 -0.2%
Page 4 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%