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Portfolio (Quarterly) Guide ↗

Certified Advisory Corp

· CIK 0001731732
13F Portfolio $1.2B AUM 327 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 126 Added 122 Reduced 13 Exited
Page 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMAT APPLIED MATLS INC Technology 1,240.0 $897K 0.07% +280.0 +29.2% $722.99 -31.9%
82 NFLX NETFLIX INC. Communication Services 12,542.0 $895K 0.07% +880.0 +7.5% $71.40 +11.5%
83 GRID FIRST TR EXCHANGE-TRADED FD 4,667.0 $895K 0.07% +3K +152.1% $191.75 -5.6%
84 UNH UNITEDHEALTH GROUP INC Healthcare 2,078.0 $864K 0.07% +54.0 +2.7% $415.62 -6.1%
85 GILD GILEAD SCIENCES INC Healthcare 6,732.0 $850K 0.07% +441.0 +7.0% $126.33 +15.7%
86 ORCL ORACLE CORP Technology 5,748.0 $842K 0.07% +682.0 +13.5% $146.55 -0.1%
87 FNDE SCHWAB STRATEGIC TR 20,951.0 $831K 0.07% +15K +229.1% $39.68 +5.5%
88 MRK MERCK & CO INC Healthcare 6,383.0 $820K 0.07% +96.0 +1.5% $128.49 +18.7%
89 GS GOLDMAN SACHS GROUP INC Financial Services 796.0 $805K 0.07% +27.0 +3.5% $1010.93 +2.8%
90 DFAX DIMENSIONAL ETF TRUST 21,175.0 $780K 0.06% +7K +53.3% $36.84 +3.6%
91 VHT VANGUARD WORLD FD 2,587.0 $773K 0.06% +119.0 +4.8% $298.98 +9.6%
92 META META PLATFORMS INC Communication Services 1,227.0 $691K 0.06% +38.0 +3.2% $563.08 -2.3%
93 CSCO CISCO SYS INC Technology 5,861.0 $688K 0.06% +525.0 +9.8% $117.46 -5.5%
94 AMGN AMGEN INC Healthcare 1,762.0 $638K 0.05% +349.0 +24.7% $362.03 +21.4%
95 IEMG ISHARES INC 7,096.0 $588K 0.05% +311.0 +4.6% $82.84 -1.5%
96 ETN EATON CORP PLC Industrials 1,370.0 $584K 0.05% +64.0 +4.9% $426.14 -1.6%
97 LRCX LAM RESEARCH CORP Technology 1,298.0 $562K 0.04% +321.0 +32.9% $433.28 -27.5%
98 FPE FIRST TR EXCH TRADED FD III 30,687.0 $549K 0.04% +171.0 +0.6% $17.88 -1.2%
99 GEV GE VERNOVA INC Utilities 451.0 $530K 0.04% +44.0 +10.8% $1175.72 -18.6%
100 PDI PIMCO DYNAMIC INCOME FD Financial Services 31,029.0 $518K 0.04% +324.0 +1.1% $16.70 -9.5%
Page 5 of 7  ·  126 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
Financial Services 39.5%
Technology 23.7%
Industrials 7.9%
Consumer Defensive 6.5%
Healthcare 6.2%
Consumer Cyclical 5.5%
Communication Services 5.1%
Utilities 2.4%
Energy 2.0%
Real Estate 0.9%