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Portfolio (Quarterly) Guide ↗

Arkos Global Advisors

· CIK 0001769089
13F Portfolio $783M AUM 126 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 125 New
Page 5 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 META META PLATFORMS INC CL A Communication Services 607.0 $401K 0.05% NEW $660.63 -12.6%
82 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 7,107.0 $389K 0.05% NEW $54.73 -2.1%
83 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 8,586.0 $384K 0.05% NEW $44.72 +20.2%
84 EFA ISHARES MSCI EAFE ETF 3,988.0 $383K 0.05% NEW $96.04 +8.7%
85 BSX BOSTON SCIENTIFIC CORP COM Healthcare 3,962.0 $378K 0.05% NEW $95.41 -52.5%
86 HD HOME DEPOT INC COM Consumer Cyclical 1,095.0 $377K 0.05% NEW $344.29 -2.9%
87 AXP AMERICAN EXPRESS CO COM Financial Services 976.0 $361K 0.05% NEW $369.88 -8.6%
88 PEP PEPSICO INC COM Consumer Defensive 2,478.0 $356K 0.04% NEW $143.66 -1.1%
89 VTV VANGUARD VALUE ETF 1,861.0 $355K 0.04% NEW $190.76 +13.5%
90 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 10,950.0 $351K 0.04% NEW $32.05 +14.2%
91 IVE ISHARES S&P 500 VALUE ETF 1,651.0 $350K 0.04% NEW $211.99 +6.8%
92 ESGD ISHARES ESG AWARE MSCI EAFE ETF 3,656.0 $348K 0.04% NEW $95.19 +8.4%
93 AMAT APPLIED MATLS INC COM Technology 1,337.0 $344K 0.04% NEW $257.29 +139.8%
94 GOOG ALPHABET INC CAP STK CL C Communication Services 1,065.0 $334K 0.04% NEW $313.62 +17.2%
95 BMO BANK MONTREAL MEDIUM COM Financial Services 2,557.0 $332K 0.04% NEW $129.84 +31.6%
96 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,854.0 $330K 0.04% NEW $177.99 -27.8%
97 RY ROYAL BK CDA COM Financial Services 1,780.0 $303K 0.04% NEW $170.22 +18.4%
98 VZ VERIZON COMMUNICATIONS INC COM Communication Services 7,317.0 $298K 0.04% NEW $40.73 +11.4%
99 LEO BNY MELLON STRATEGIC MUNS INC COM Financial Services 45,627.0 $290K 0.04% NEW $6.36 +0.9%
100 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 3,407.0 $282K 0.04% NEW $82.77 -0.9%
Page 5 of 7  ·  125 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
Financial Services 81.5%
Technology 6.4%
Communication Services 2.8%
Energy 2.5%
Consumer Defensive 2.5%
Consumer Cyclical 2.2%
Utilities 1.2%
Healthcare 0.6%
Real Estate 0.2%