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Portfolio (Quarterly) Guide ↗

Advisory Resource Group

· CIK 0001764968
13F Portfolio $665M AUM 183 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 183 New
Page 4 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GE AEROSPACE Industrials 6,987.0 $2.6M 0.39% NEW $373.73 -6.8%
62 XLY SELECT SECTOR SPDR TR 22,178.0 $2.6M 0.39% NEW $117.28 +0.6%
63 PANW PALO ALTO NETWORKS INC Technology 7,369.0 $2.5M 0.38% NEW $341.02 +4.9%
64 GOOG ALPHABET INC 7,016.0 $2.5M 0.37% NEW $353.33
65 IWD ISHARES TR 10,034.0 $2.4M 0.37% NEW $242.42 +6.1%
66 LRCX LAM RESEARCH CORP Technology 5,447.0 $2.4M 0.35% NEW $433.30 -27.5%
67 FIDELITY COVINGTON TRUST 54,593.0 $2.3M 0.35% NEW $42.58
68 META META PLATFORMS INC Communication Services 4,119.0 $2.3M 0.35% NEW $563.22 -2.4%
69 HYDB ISHARES TR 49,050.0 $2.3M 0.34% NEW $46.77 -0.5%
70 XLB SELECT SECTOR SPDR TR 44,217.0 $2.2M 0.34% NEW $50.83 +5.3%
71 KLAC KLA CORP Technology 7,312.0 $2.2M 0.33% NEW $301.71 -39.0%
72 XLP SELECT SECTOR SPDR TR 26,422.0 $2.2M 0.33% NEW $83.07 +3.5%
73 APH AMPHENOL CORP Technology 12,411.0 $2.2M 0.33% NEW $176.32 -11.0%
74 CRWD CROWDSTRIKE HLDGS INC Technology 2,867.0 $2.2M 0.33% NEW $190.75 +0.6%
75 ANET ARISTA NETWORKS INC Technology 12,797.0 $2.2M 0.33% NEW $169.88 +11.0%
76 UTES ETFIS SER TR I 26,333.0 $2.2M 0.32% NEW $81.74 -9.4%
77 BERKSHIRE HATHAWAY INC DEL 4,259.0 $2.1M 0.32% NEW $500.39
78 TAFL AB ACTIVE ETFS INC 83,964.0 $2.1M 0.32% NEW $25.34 -2.3%
79 CDNS CADENCE DESIGN SYSTEM INC Technology 5,657.0 $2.1M 0.32% NEW $375.32 -15.0%
80 XIDE FIRST TR EXCHNG TRADED FD VI 68,886.0 $2.1M 0.32% NEW $30.39 +0.0%
Page 4 of 10  ·  183 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 31.1%
Energy 28.4%
Financial Services 18.3%
Industrials 9.3%
Healthcare 4.6%
Communication Services 2.5%
Consumer Cyclical 2.3%
Consumer Defensive 1.3%
Basic Materials 1.2%
Real Estate 0.7%