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Portfolio (Quarterly) Guide ↗

Brendel Financial Advisors LLC

· CIK 0001768065
13F Portfolio $216M AUM 101 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 17 Added 25 Reduced 15 Exited
Page 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AFL AFLAC INC Financial Services 4,045.0 $474K 0.22% +480.0 +13.5% $117.25 +0.0%
62 ORCL ORACLE CORP Technology 3,169.0 $464K 0.21% $146.55 -1.8%
63 AMAT APPLIED MATLS INC Technology 600.0 $434K 0.20% $723.00 -39.4%
64 NEM NEWMONT CORP Basic Materials 4,537.0 $424K 0.20% -4K -43.8% $93.40 +33.1%
65 CINF CINCINNATI FINL CORP Financial Services 2,257.0 $418K 0.19% -352.0 -13.5% $185.14 -7.0%
66 VMD VIEMED HEALTHCARE INC Healthcare 36,524.0 $416K 0.19% +226.0 +0.6% $11.40 -21.8%
67 RELL RICHARDSON ELECTRS LTD Technology 21,747.0 $413K 0.19% NEW $19.01 -10.9%
68 GE GE AEROSPACE Industrials 1,083.0 $405K 0.19% $373.73 -11.4%
69 PPG PPG INDS INC Basic Materials 3,334.0 $404K 0.19% $121.29 -7.8%
70 OCC OPTICAL CABLE CORP Technology 18,207.0 $382K 0.18% NEW $20.97 -37.9%
71 ABT ABBOTT LABORATORIES Healthcare 4,187.0 $380K 0.18% -187.0 -4.3% $90.74 +23.3%
72 BHB BAR HBR BANKSHARES Financial Services 9,963.0 $376K 0.17% $37.76 +5.5%
73 RKLB ROCKET LAB CORP Industrials 3,552.0 $361K 0.17% $101.65 -38.7%
74 GS GOLDMAN SACHS GROUP INC Financial Services 355.0 $359K 0.17% -2.0 -0.6% $1011.37 -0.6%
75 RFIL RF INDS LTD Industrials 16,868.0 $358K 0.17% NEW $21.21 -52.3%
76 KULR TECHNOLOGY GROUP INC 84,095.0 $320K 0.15% NEW $3.81
77 GEV GE VERNOVA INC Utilities 267.0 $314K 0.14% $1174.86 -22.0%
78 TRV TRAVELERS COMPANIES INC Financial Services 944.0 $312K 0.14% $330.12 +11.0%
79 AEP AMERICAN ELEC PWR CO INC Utilities 2,226.0 $305K 0.14% $136.81 -9.9%
80 SO SOUTHERN CO Utilities 3,100.0 $297K 0.14% $95.71 -8.1%
Page 4 of 6  ·  101 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
Industrials 27.0%
Financial Services 15.4%
Technology 15.2%
Healthcare 12.3%
Consumer Defensive 10.8%
Basic Materials 5.9%
Consumer Cyclical 4.7%
Utilities 3.4%
Communication Services 3.1%
Energy 2.3%