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Portfolio (Quarterly) Guide ↗

Ferguson Shapiro LLC

· CIK 0001767433
13F Portfolio $328M AUM 87 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 22 Added 18 Reduced 19 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QJUN FIRST TR EXCHNG TRADED FD VI 655,777.0 $20.5M 6.24% -334K -33.8% $31.25 +8.3%
2 BOXX EA SERIES TRUST 84,113.0 $9.8M 2.98% -4K -4.9% $116.29 +0.7%
3 CLOA BLACKROCK ETF TRUST II 184,065.0 $9.5M 2.91% -52K -22.0% $51.84 +0.1%
4 HD HOME DEPOT INC Consumer Cyclical 12,221.0 $4.0M 1.22% -299.0 -2.4% $328.89 +1.6%
5 CLOI VANECK ETF TRUST 60,747.0 $3.2M 0.97% -15K -19.4% $52.70 +0.4%
6 LIN LINDE PLC Basic Materials 3,219.0 $1.6M 0.49% -871.0 -21.3% $495.76 +3.3%
7 AMZN AMAZON COM INC Consumer Cyclical 4,934.0 $1.0M 0.31% -25.0 -0.5% $208.27 +17.3%
8 KO COCA COLA CO Consumer Defensive 8,791.0 $669K 0.20% -1K -13.3% $76.05 +4.4%
9 USCI UNITED STS COMMODITY INDEX F Financial Services 6,590.0 $628K 0.19% -2K -19.6% $95.32 -2.6%
10 GJUL FIRST TR EXCHNG TRADED FD VI 13,034.0 $531K 0.16% -20K -60.8% $40.78 +6.3%
11 GOOGL ALPHABET INC Communication Services 1,820.0 $523K 0.16% -171.0 -8.6% $287.53 +28.0%
12 JNJ JOHNSON & JOHNSON Healthcare 1,958.0 $479K 0.15% -139.0 -6.6% $244.47 -6.6%
13 ISEP INNOVATOR ETFS TRUST 11,163.0 $366K 0.11% -14K -54.8% $32.79 +5.5%
14 T AT&T INC Communication Services 12,524.0 $363K 0.11% -10K -43.8% $28.99 -24.1%
15 FJUL FIRST TR EXCHNG TRADED FD VI 6,375.0 $349K 0.11% -17K -72.6% $54.72 +8.5%
16 QQQ INVESCO QQQ TR Financial Services 497.0 $287K 0.09% -2K -83.4% $577.32 +28.3%
17 XOM EXXON MOBIL CORP Energy 1,671.0 $283K 0.09% -397.0 -19.2% $169.63 -18.8%
18 GLD SPDR GOLD TR Financial Services 530.0 $228K 0.07% -135.0 -20.3% $430.29 -10.0%

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 32.2%
Consumer Cyclical 19.8%
Healthcare 15.6%
Financial Services 7.6%
Basic Materials 6.1%
Industrials 5.8%
Energy 3.8%
Communication Services 3.3%
Consumer Defensive 3.3%
Utilities 2.5%