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Portfolio (Quarterly) Guide ↗

Holistic Financial Partners

· CIK 0001729304
13F Portfolio $269M AUM 146 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 52 Added 43 Reduced 7 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER & GAMBLE CO Consumer Defensive 3,417.0 $494K 0.18% -642.0 -15.8% $144.43 -1.0%
22 DUK DUKE ENERGY CORP NEW Utilities 3,397.0 $445K 0.17% -36.0 -1.1% $130.94 -4.6%
23 BLK BLACKROCK INC Financial Services 434.0 $417K 0.15% -14.0 -3.1% $961.71 +12.0%
24 MU MICRON TECHNOLOGY INC Technology 1,118.0 $378K 0.14% -66.0 -5.6% $337.84 +165.2%
25 SHOP SHOPIFY INC Technology 3,093.0 $367K 0.14% -60.0 -1.9% $118.62 -11.6%
26 EMBJ EMBRAER S.A. Industrials 5,688.0 $338K 0.12% -200.0 -3.4% $59.34 -2.4%
27 HD HOME DEPOT INC Consumer Cyclical 979.0 $322K 0.12% -171.0 -14.9% $328.89 -5.6%
28 MDT MEDTRONIC PLC Healthcare 3,682.0 $319K 0.12% -197.0 -5.1% $86.65 -10.4%
29 UNH UNITEDHEALTH GROUP INC Healthcare 1,158.0 $313K 0.12% -256.0 -18.1% $270.61 +39.3%
30 ADI ANALOG DEVICES INC Technology 980.0 $312K 0.12% -74.0 -7.0% $318.14 +32.0%
31 BAC BANK AMERICA CORP Financial Services 5,744.0 $280K 0.10% -2K -27.2% $48.75 +7.1%
32 PNC PNC FINL SVCS GROUP INC Financial Services 1,336.0 $278K 0.10% -558.0 -29.5% $208.09 +6.1%
33 UBER UBER TECHNOLOGIES INC Technology 3,856.0 $277K 0.10% -66.0 -1.7% $71.93 -2.5%
34 GILD GILEAD SCIENCES INC Healthcare 1,896.0 $264K 0.10% -24.0 -1.2% $139.37 -4.0%
35 ABT ABBOTT LABORATORIES Healthcare 2,536.0 $260K 0.10% -165.0 -6.1% $102.67 -15.6%
36 CSCO CISCO SYS INC Technology 3,293.0 $256K 0.10% -277.0 -7.8% $77.59 +52.5%
37 PETROLEO BRASILEIRO S A 13,489.0 $253K 0.09% -1K -8.7% $18.75
38 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,674.0 $247K 0.09% -17.0 -0.6% $92.31 -2.6%
39 CVS CVS HEALTH CORP Healthcare 3,187.0 $229K 0.09% -78.0 -2.4% $71.82 +26.3%
40 SCHA SCHWAB STRATEGIC TR 7,844.0 $228K 0.09% -370.0 -4.5% $29.08 +16.8%
Page 2 of 3  ·  43 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
Healthcare 50.5%
Technology 16.5%
Financial Services 10.3%
Industrials 6.5%
Communication Services 5.2%
Consumer Cyclical 4.6%
Energy 3.1%
Consumer Defensive 1.9%
Utilities 1.1%
Basic Materials 0.2%