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Portfolio (Quarterly) Guide ↗

Outlook Wealth Advisors, LLC

· CIK 0001767151
13F Portfolio $463M AUM 305 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 113 Added 82 Reduced 34 Exited
Page 13 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FEDERATED HERMES INC 5,883.0 $325K 0.07% $55.22
242 FELV FIDELITY COVINGTON TRUST 7,945.0 $319K 0.07% $40.09 +6.9%
243 WHD CACTUS INC Energy 6,159.0 $316K 0.07% -50.0 -0.8% $51.23 +32.9%
244 IDCC INTERDIGITAL INC Technology 1,114.0 $315K 0.07% -27.0 -2.4% $283.17 +20.7%
245 MCO MOODYS CORP Financial Services 693.0 $314K 0.07% +5.0 +0.7% $453.03 +12.5%
246 SPLB SPDR SERIES TRUST 13,888.0 $311K 0.07% -5K -26.1% $22.37 -3.6%
247 NOW SERVICENOW INC Technology 3,126.0 $310K 0.07% +50.0 +1.6% $99.28 +28.1%
248 CTAS CINTAS CORP Industrials 1,823.0 $310K 0.07% +26.0 +1.4% $170.08 +19.9%
249 IBM INTERNATIONAL BUSINESS MACHS Technology 1,102.0 $310K 0.07% -9.0 -0.8% $281.21 -17.2%
250 WES WESTERN MIDSTREAM PARTNERS L Energy 7,063.0 $309K 0.07% $43.76 +10.8%
251 GGG GRACO INC Industrials 4,083.0 $309K 0.07% $75.61 +5.1%
252 FAST FASTENAL CO Industrials 6,411.0 $308K 0.07% $48.03 +5.6%
253 WFC WELLS FARGO & CO Financial Services 3,726.0 $308K 0.07% +21.0 +0.6% $82.64 +1.9%
254 XP XP INC Financial Services 18,822.0 $306K 0.07% $16.26 +5.9%
255 MPLX MPLX LP Energy 5,422.0 $305K 0.07% $56.33 +3.6%
256 PSA PUBLIC STORAGE Real Estate 946.0 $301K 0.07% -5.0 -0.5% $318.52 +1.1%
257 FMAR FIRST TR EXCHNG TRADED FD VI 5,698.0 $298K 0.06% -1K -20.7% $52.26 +1.9%
258 EMHC SPDR SERIES TRUST 11,386.0 $289K 0.06% +501.0 +4.6% $25.40 -1.5%
259 RMD RESMED INC Healthcare 1,481.0 $289K 0.06% -2K -62.1% $194.90 +21.5%
260 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 4,466.0 $288K 0.06% $64.45 +1.2%
Page 13 of 16  ·  305 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 36.7%
Financial Services 26.8%
Energy 7.7%
Industrials 7.6%
Healthcare 5.0%
Communication Services 4.4%
Consumer Cyclical 3.3%
Consumer Defensive 3.0%
Real Estate 2.9%
Utilities 1.4%