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Portfolio (Quarterly) Guide ↗

ERn Financial, LLC

· CIK 0001768302
13F Portfolio $604M AUM 161 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 161 New
Page 8 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWF ISHARES TR 2,164.0 $269K 0.04% NEW $124.17 -1.4%
142 CVX CHEVRON CORPORATION Energy 1,603.0 $266K 0.04% NEW $165.76 +23.8%
143 BAC BANK OF AMER CORP Financial Services 4,656.0 $265K 0.04% NEW $56.98 +8.3%
144 LGLV SPDR SERIES TRUST 1,342.0 $244K 0.04% NEW $181.51 +3.9%
145 CAT CATERPILLAR INC Industrials 221.0 $235K 0.04% NEW $1064.56 -22.2%
146 URI UNITED RENTALS INC Industrials 206.0 $233K 0.04% NEW $1132.89 -3.0%
147 LRCX LAM RESEARCH CORP Technology 535.0 $232K 0.04% NEW $433.33 -27.5%
148 MCD MCDONALDS CORP Consumer Cyclical 853.0 $231K 0.04% NEW $270.31 +0.2%
149 MGEE MGE ENERGY INC Utilities 2,805.0 $229K 0.04% NEW $81.55 -3.5%
150 ADI ANALOG DEVICES INC Technology 568.0 $226K 0.04% NEW $397.17 -6.1%
151 INMU BLACKROCK ETF TRUST II 9,200.0 $223K 0.04% NEW $24.25 -2.0%
152 FMAR FIRST TR EXCHNG TRADED FD VI 4,193.0 $219K 0.04% NEW $52.25 +2.0%
153 IWP ISHARES TR 1,489.0 $218K 0.04% NEW $146.41 -1.9%
154 INTC INTEL CORP Technology 1,558.0 $218K 0.04% NEW $139.63 -35.5%
155 JCI JOHNSON CONTROLS INTERNATION Industrials 1,487.0 $217K 0.04% NEW $146.12 -2.1%
156 JNJ JOHNSON & JOHNSON Healthcare 831.0 $211K 0.04% NEW $254.10 +6.4%
157 MCK MCKESSON CORP Healthcare 276.0 $209K 0.04% NEW $755.60 +13.7%
158 LIN LINDE PLC Basic Materials 396.0 $206K 0.03% NEW $519.34 -6.1%
159 MRK MERCK & CO INC Healthcare 1,577.0 $203K 0.03% NEW $128.50 +18.7%
160 CAIE CALAMOS ETF TR 7,375.0 $201K 0.03% NEW $27.21 -0.9%
Page 8 of 9  ·  161 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 48.3%
Financial Services 20.3%
Consumer Cyclical 8.4%
Communication Services 5.7%
Healthcare 5.2%
Industrials 4.4%
Consumer Defensive 3.5%
Energy 2.5%
Utilities 1.1%
Basic Materials 0.5%