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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 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ASML ASML HLDG NV Technology 1,049.0 $2.1M 0.31% NEW $1989.44 -11.3%
82 LLY ELI LILLY & CO Healthcare 1,685.0 $2.0M 0.30% NEW $1199.22 +4.6%
83 TSLA TESLA INC Consumer Cyclical 4,742.0 $2.0M 0.30% NEW $420.60 -13.7%
84 DASH DOORDASH INC Communication Services 10,543.0 $1.9M 0.29% NEW $184.53 +21.1%
85 NET CLOUDFLARE INC Technology 7,890.0 $1.9M 0.29% NEW $245.28 +19.5%
86 ETN EATON CORP PLC Industrials 4,479.0 $1.9M 0.29% NEW $426.12 -1.6%
87 SCHD SCHWAB STRATEGIC TR 59,694.0 $1.9M 0.28% NEW $31.71 +10.7%
88 VRP INVESCO EXCH TRADED FD TR II 77,689.0 $1.9M 0.28% NEW $24.31 -0.6%
89 AVGO BROADCOM INC Technology 4,972.0 $1.9M 0.28% NEW $377.75 -2.5%
90 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,000.0 $1.9M 0.28% NEW $935.32 +1.3%
91 INTC INTEL CORP Technology 13,330.0 $1.9M 0.28% NEW $139.63 -35.5%
92 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 20,956.0 $1.9M 0.28% NEW $88.60 -36.6%
93 HERD PACER FDS TR 38,599.0 $1.8M 0.27% NEW $47.07 +12.2%
94 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,638.0 $1.8M 0.27% NEW $496.73 +10.3%
95 MA MASTERCARD INCORPORATED Financial Services 3,422.0 $1.8M 0.26% NEW $513.60 +13.1%
96 CAT CATERPILLAR INC Industrials 1,648.0 $1.8M 0.26% NEW $1064.90 -22.3%
97 IWF ISHARES TR 14,130.0 $1.8M 0.26% NEW $124.17 -1.4%
98 SLF SUN LIFE FINANCIAL INC. Financial Services 22,286.0 $1.7M 0.26% NEW $78.42 +0.7%
99 UBER UBER TECHNOLOGIES INC Technology 23,198.0 $1.7M 0.25% NEW $72.16 +9.2%
100 RY ROYAL BK CDA Financial Services 7,903.0 $1.6M 0.25% NEW $206.97 -0.8%
Page 5 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%