BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Holistic Financial Partners

· CIK 0001729304
13F Portfolio $164M AUM 120 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 7 Added 92 Reduced 30 Exited
Page 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAT CATERPILLAR INC Industrials 270.0 $288K 0.18% -721.0 -72.8% $1065.47 -24.9%
82 SCHA SCHWAB STRATEGIC TR 7,863.0 $284K 0.17% $36.13 -5.2%
83 BERKSHIRE HATHAWAY INC DEL 559.0 $280K 0.17% -700.0 -55.6% $500.39
84 UNP UNION PAC CORP Industrials 1,014.0 $276K 0.17% -227.0 -18.3% $272.00 +13.0%
85 NI NISOURCE INC Utilities 5,795.0 $276K 0.17% -7K -53.9% $47.55 -14.7%
86 NEE NEXTERA ENERGY INC Utilities 3,139.0 $276K 0.17% -1K -24.2% $87.77 -6.8%
87 SLV ISHARES SILVER TR Financial Services 5,066.0 $271K 0.17% $53.47 +12.2%
88 UBER UBER TECHNOLOGIES INC Technology 3,653.0 $264K 0.16% -203.0 -5.3% $72.16 +9.2%
89 NOW SERVICENOW INC Technology 2,624.0 $261K 0.16% -597.0 -18.5% $99.28 +45.8%
90 CVX CHEVRON CORPORATION Energy 1,568.0 $260K 0.16% -750.0 -32.4% $165.76 +21.8%
91 AGG ISHARES TR 2,613.0 $259K 0.16% -50.0 -1.9% $98.98 -1.5%
92 CVS CVS HEALTH CORP Healthcare 2,482.0 $257K 0.16% -705.0 -22.1% $103.45 -10.0%
93 MA MASTERCARD INCORPORATED Financial Services 489.0 $251K 0.15% -97.0 -16.6% $513.17 +16.0%
94 MCK MCKESSON CORP Healthcare 329.0 $249K 0.15% -65.0 -16.5% $755.60 +18.2%
95 LIN LINDE PLC Basic Materials 474.0 $246K 0.15% +14.0 +3.0% $518.94 -5.7%
96 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,639.0 $243K 0.15% -35.0 -1.3% $92.09 -3.9%
97 CPA COPA HOLDINGS SA Industrials 1,555.0 $242K 0.15% NEW $155.57 -16.8%
98 HD HOME DEPOT INC Consumer Cyclical 677.0 $239K 0.15% -302.0 -30.9% $352.68 -6.4%
99 MPC MARATHON PETE CORP Energy 931.0 $238K 0.14% -197.0 -17.5% $255.67 +44.3%
100 MSI MOTOROLA SOLUTIONS INC Technology 571.0 $237K 0.14% -31.0 -5.2% $415.29 +17.0%
Page 5 of 6  ·  120 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 36.8%
Technology 22.5%
Financial Services 17.4%
Industrials 6.5%
Communication Services 5.1%
Consumer Cyclical 4.9%
Energy 3.5%
Consumer Defensive 1.7%
Utilities 1.2%
Basic Materials 0.3%