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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 6 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PJUL INNOVATOR ETFS TRUST 57,993.0 $2.8M 0.23% -12K -17.3% $48.81 +1.6%
102 HWM HOWMET AEROSPACE INC Industrials 10,439.0 $2.8M 0.23% +1K +11.2% $268.85 +1.1%
103 KO COCA COLA CO Consumer Defensive 33,603.0 $2.7M 0.22% $81.27 +12.1%
104 AVUS AMERICAN CENTY ETF TR 21,067.0 $2.7M 0.22% $128.08 +2.0%
105 XMMO INVESCO EXCHANGE TRADED FD T 15,578.0 $2.7M 0.21% +428.0 +2.8% $170.14 -7.7%
106 VIG VANGUARD SPECIALIZED FUNDS 11,147.0 $2.6M 0.21% -154.0 -1.4% $236.61 +3.1%
107 WMT WALMART INC Consumer Defensive 22,883.0 $2.6M 0.21% -889.0 -3.7% $113.26 -8.4%
108 LMT LOCKHEED MARTIN CORP Industrials 5,058.0 $2.6M 0.21% -67.0 -1.3% $509.49 +10.6%
109 XLY SELECT SECTOR SPDR TR 21,692.0 $2.5M 0.20% -2K -9.4% $117.28 +0.6%
110 DUK DUKE ENERGY CORP NEW Utilities 20,048.0 $2.5M 0.20% -683.0 -3.3% $126.58 -5.3%
111 FYC FIRST TR EXCHANGE-TRADED ALP 19,569.0 $2.5M 0.20% $127.34 -4.2%
112 NANR SPDR INDEX SHS FDS 32,348.0 $2.4M 0.20% +8K +31.9% $75.50 +20.9%
113 CMI CUMMINS INC Industrials 3,399.0 $2.4M 0.20% -493.0 -12.7% $713.13 -17.6%
114 XLK SELECT SECTOR SPDR TR 12,612.0 $2.4M 0.19% -1K -8.5% $190.53 -3.8%
115 HD HOME DEPOT INC Consumer Cyclical 6,529.0 $2.3M 0.19% -121.0 -1.8% $352.70 -4.8%
116 CVX CHEVRON CORPORATION Energy 13,423.0 $2.2M 0.18% -122.0 -0.9% $165.76 +23.8%
117 GE GE AEROSPACE Industrials 5,893.0 $2.2M 0.18% -148.0 -2.5% $373.73 -6.8%
118 VCIT VANGUARD SCOTTSDALE FDS 25,623.0 $2.1M 0.17% -14K -35.5% $82.65 -1.9%
119 SPGI S&P GLOBAL INC Financial Services 5,152.0 $2.1M 0.17% -379.0 -6.8% $407.28 +5.9%
120 IHI ISHARES TR 42,418.0 $2.1M 0.17% -89K -67.8% $49.41 +13.7%
Page 6 of 17  ·  327 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%