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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 8 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 508.0 $490K 0.07% NEW $965.00 -11.9%
142 GEV GE VERNOVA INC Utilities 379.0 $445K 0.07% NEW $1174.86 -18.6%
143 FMB FIRST TR EXCH TRADED FD III 8,411.0 $432K 0.07% NEW $51.37 -2.3%
144 PZA INVESCO EXCH TRADED FD TR II 18,228.0 $429K 0.06% NEW $23.52 -3.0%
145 HAL HALLIBURTON CO Energy 12,627.0 $429K 0.06% NEW $33.95 +4.1%
146 AEP AMERICAN ELEC PWR CO INC Utilities 3,014.0 $412K 0.06% NEW $136.82 -11.6%
147 XLK SELECT SECTOR SPDR TR 2,131.0 $406K 0.06% NEW $190.48 -3.8%
148 BUFR FIRST TR EXCHNG TRADED FD VI 11,018.0 $402K 0.06% NEW $36.53 +2.1%
149 SPACE EXPLORATION TECHN CORP 2,355.0 $402K 0.06% NEW $170.86
150 XLE SELECT SECTOR SPDR TR 7,500.0 $398K 0.06% NEW $53.11 +19.8%
151 AGG ISHARES TR 3,977.0 $394K 0.06% NEW $98.99 -1.7%
152 GOOGL ALPHABET INC Communication Services 1,084.0 $387K 0.06% NEW $357.37 -3.5%
153 IBM INTERNATIONAL BUSINESS MACHS Technology 1,360.0 $382K 0.06% NEW $281.21 -16.2%
154 JPM JPMORGAN CHASE & CO Financial Services 1,103.0 $361K 0.05% NEW $327.33 +7.4%
155 WM WASTE MGMT INC DEL Industrials 1,591.0 $355K 0.05% NEW $222.82 +0.6%
156 SYK STRYKER CORPORATION Healthcare 1,105.0 $348K 0.05% NEW $314.84 +4.6%
157 OGE OGE ENERGY CORP Utilities 7,052.0 $343K 0.05% NEW $48.66 -6.2%
158 LOW LOWES COS INC Consumer Cyclical 1,516.0 $334K 0.05% NEW $220.49 -2.0%
159 MUB ISHARES TR 2,964.0 $319K 0.05% NEW $107.62 -2.1%
160 WFC WELLS FARGO & CO Financial Services 3,619.0 $299K 0.04% NEW $82.63 +1.5%
Page 8 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%