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Portfolio (Quarterly) Guide ↗

Laurel Wealth Advisors LLC

· CIK 0001757128
13F Portfolio $1.0B AUM 200 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 50 Added 56 Reduced 4 Exited
Page 10 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MU MICRON TECHNOLOGY INC Technology 247.0 $285K 0.03% -225.0 -47.7% $1154.29 -18.5%
182 KMI KINDER MORGAN INC DEL Energy 8,756.0 $280K 0.03% -312.0 -3.4% $31.97 +2.8%
183 SLB SLB LIMITED Energy 5,974.0 $278K 0.03% -300.0 -4.8% $46.49 +14.5%
184 WAT WATERS CORP Healthcare 711.0 $267K 0.03% -145.0 -16.9% $375.04 +7.0%
185 PFI INVESCO EXCHANGE TRADED FD T 4,367.0 $266K 0.03% $60.90 +3.8%
186 ADI ANALOG DEVICES INC Technology 661.0 $263K 0.03% -21.0 -3.1% $397.17 -5.2%
187 IWD ISHARES TR 1,070.0 $259K 0.03% $242.43 +5.9%
188 KLAC KLA CORP Technology 850.0 $256K 0.03% NEW $301.71 -35.4%
189 DXPE DXP ENTERPRISES INC Industrials 1,400.0 $236K 0.02% $168.74 +17.1%
190 GLW CORNING INC Technology 909.0 $232K 0.02% NEW $255.43 -37.4%
191 IWR ISHARES TR 2,094.0 $231K 0.02% $110.32 +2.4%
192 YUM YUM BRANDS INC Consumer Cyclical 1,400.0 $224K 0.02% $159.86 -9.4%
193 LRCX LAM RESEARCH CORP Technology 514.0 $223K 0.02% NEW $433.33 -24.3%
194 SCHA SCHWAB STRATEGIC TR 6,110.0 $221K 0.02% $36.13 -3.1%
195 PFF ISHARES TR 7,090.0 $216K 0.02% $30.49 -0.1%
196 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,200.0 $214K 0.02% NEW $178.24 +16.8%
197 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 293.0 $206K 0.02% NEW $703.34 +0.1%
198 VMC VULCAN MATLS CO Basic Materials 678.0 $200K 0.02% NEW $295.01 -7.9%
199 RPC RIDGEPOST CAP INC Financial Services 16,933.0 $133K 0.01% $7.87 +8.3%
200 MNKD MANNKIND CORP Healthcare 10,626.0 $45K 0.00% $4.26 -4.5%
Page 10 of 10  ·  200 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 23.2%
Consumer Cyclical 20.2%
Financial Services 15.4%
Communication Services 10.9%
Healthcare 10.8%
Consumer Defensive 7.3%
Utilities 5.2%
Industrials 4.2%
Energy 2.7%
Real Estate 0.1%