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Portfolio (Quarterly) Guide ↗

ODonnell Financial Services, LLC

· CIK 0001730962
13F Portfolio $340M AUM 74 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 74 New
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AKRE PROFESIONALLY MANAGED PORTFO 13,715.0 $730K 0.21% NEW $53.19 +16.3%
42 BUFQ FIRST TR EXCHNG TRADED FD VI 15,721.0 $617K 0.18% NEW $39.27 +1.1%
43 VOO VANGUARD INDEX FDS 832.0 $572K 0.17% NEW $686.97 +3.0%
44 UNH UNITEDHEALTH GROUP INC Healthcare 1,239.0 $515K 0.15% NEW $415.63 -5.5%
45 GE GE AEROSPACE Industrials 1,262.0 $472K 0.14% NEW $373.76 -8.3%
46 ORCL ORACLE CORP Technology 3,012.0 $441K 0.13% NEW $146.55 +2.8%
47 BUFS FIRST TR EXCHNG TRADED FD VI 17,554.0 $440K 0.13% NEW $25.09 +0.8%
48 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 877.0 $419K 0.12% NEW $477.57 -12.6%
49 PCEF INVESCO EXCH TRADED FD TR II 20,399.0 $414K 0.12% NEW $20.31 +0.5%
50 JPM JPMORGAN CHASE & CO Financial Services 1,209.0 $396K 0.12% NEW $327.33 +9.3%
51 TSLA TESLA INC Consumer Cyclical 932.0 $392K 0.12% NEW $420.60 -17.1%
52 SPY STATE STR SPDR S&P 500 ETF T Financial Services 517.0 $386K 0.11% NEW $746.77 +3.0%
53 YYY AMPLIFY ETF TR 33,421.0 $385K 0.11% NEW $11.53 -2.3%
54 BK BANK OF NY MELLON CORP Financial Services 2,618.0 $379K 0.11% NEW $144.61 -1.9%
55 IWB ISHARES TR 914.0 $374K 0.11% NEW $409.50 +2.8%
56 KJAN INNOVATOR ETFS TRUST 7,240.0 $330K 0.10% NEW $45.63 +1.4%
57 V VISA INC Financial Services 953.0 $327K 0.10% NEW $343.09 +11.2%
58 GEV GE VERNOVA INC Utilities 263.0 $309K 0.09% NEW $1174.19 -22.3%
59 BERKSHIRE HATHAWAY INC DEL 559.0 $280K 0.08% NEW $500.39
60 CRWD CROWDSTRIKE HLDGS INC Technology 325.0 $248K 0.07% NEW $190.79 +14.5%
Page 3 of 4  ·  74 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 72.2%
Financial Services 9.1%
Communication Services 5.9%
Consumer Cyclical 5.1%
Healthcare 2.7%
Energy 2.2%
Industrials 1.3%
Utilities 0.9%
Consumer Defensive 0.6%