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Portfolio (Quarterly) Guide ↗

Human Investing LLC

· CIK 0001767513
13F Portfolio $708M AUM 128 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 36 Added 42 Reduced 4 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 157,578.0 $34.6M 4.89% -3K -1.8% $219.78 +7.0%
2 IVV ISHARES TR 39,417.0 $27.0M 3.81% -431.0 -1.1% $684.94 +9.5%
3 VYMI VANGUARD WHITEHALL FDS 163,556.0 $14.7M 2.08% -1K -0.7% $90.00 +10.3%
4 AVGO BROADCOM INC Technology 25,100.0 $8.7M 1.23% -2K -5.9% $346.10 +18.9%
5 LLY ELI LILLY & CO Healthcare 2,307.0 $2.5M 0.35% -13.0 -0.6% $1074.54 +2.2%
6 ABBV ABBVIE INC Healthcare 10,136.0 $2.3M 0.33% -644.0 -6.0% $228.49 -5.3%
7 GOOGL ALPHABET INC Communication Services 5,964.0 $1.9M 0.26% -214.0 -3.5% $313.00 +17.6%
8 SCHX SCHWAB STRATEGIC TR 62,767.0 $1.7M 0.24% -2K -2.5% $26.91 +9.6%
9 NKE NIKE INC Consumer Cyclical 23,733.0 $1.5M 0.21% -485.0 -2.0% $63.71 -29.1%
10 HRB BLOCK H & R INC Consumer Cyclical 30,380.0 $1.3M 0.19% -5K -13.8% $43.58 -21.1%
11 SUB ISHARES TR 11,342.0 $1.2M 0.17% -884.0 -7.2% $106.70 -0.1%
12 VTEB VANGUARD MUN BD FDS 19,884.0 $1000K 0.14% -401.0 -2.0% $50.29 +0.3%
13 AMZN AMAZON COM INC Consumer Cyclical 4,001.0 $924K 0.13% -42.0 -1.0% $230.85 +5.9%
14 HD HOME DEPOT INC Consumer Cyclical 2,644.0 $910K 0.13% -312.0 -10.6% $344.13 -2.9%
15 NVO NOVO-NORDISK A S Healthcare 17,791.0 $905K 0.13% -1K -5.4% $50.88 -15.1%
16 BERKSHIRE HATHAWAY INC DEL 1,767.0 $888K 0.12% -59.0 -3.2% $502.58
17 IEFA ISHARES TR 9,423.0 $843K 0.12% -373.0 -3.8% $89.46 +8.8%
18 JNJ JOHNSON & JOHNSON Healthcare 3,331.0 $689K 0.10% -237.0 -6.6% $206.97 +10.4%
19 QCOM QUALCOMM INC Technology 3,939.0 $674K 0.10% -426.0 -9.8% $171.05 +32.2%
20 GOOG ALPHABET INC Communication Services 2,013.0 $632K 0.09% -152.0 -7.0% $313.80 +17.1%
Page 1 of 3  ·  42 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 50.5%
Healthcare 19.4%
Consumer Cyclical 12.7%
Financial Services 6.4%
Communication Services 6.0%
Industrials 4.1%
Consumer Defensive 0.9%