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Portfolio (Quarterly) Guide ↗

RDA Financial Network

· CIK 0001774086
13F Portfolio $400M AUM 273 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 102 Added 96 Reduced 21 Exited
Page 2 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QCOM QUALCOMM INC Technology 11,069.0 $1.4M 0.36% -1K -10.0% $128.78 +93.2%
22 TDG TRANSDIGM GROUP INC Industrials 1,214.0 $1.4M 0.35% -202.0 -14.3% $1158.96 +5.8%
23 VZ VERIZON COMMUNICATIONS INC Communication Services 27,807.0 $1.4M 0.35% -3K -9.0% $50.20 -3.7%
24 VIG VANGUARD SPECIALIZED FUNDS 6,414.0 $1.4M 0.34% -43.0 -0.7% $215.06 +8.5%
25 ARCC ARES CAPITAL CORP Financial Services 76,263.0 $1.4M 0.34% -4K -4.8% $18.02 +4.4%
26 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,554.0 $1.3M 0.33% -321.0 -4.7% $203.19 +7.5%
27 JNJ JOHNSON & JOHNSON Healthcare 5,395.0 $1.3M 0.33% -201.0 -3.6% $244.44 -5.8%
28 ROP ROPER TECHNOLOGIES INC Industrials 3,584.0 $1.3M 0.32% -174.0 -4.6% $353.83 -9.5%
29 AOM ISHARES TR 24,270.0 $1.1M 0.29% -400.0 -1.6% $47.37 +5.0%
30 KMI KINDER MORGAN INC DEL Energy 34,149.0 $1.1M 0.29% -53K -60.8% $33.53 -2.0%
31 BX BLACKSTONE INC Financial Services 9,770.0 $1.1M 0.28% -83.0 -0.8% $114.99 +2.7%
32 XLP SELECT SECTOR SPDR TR 12,833.0 $1.1M 0.26% -78.0 -0.6% $81.98 +2.0%
33 O REALTY INCOME CORP Real Estate 16,566.0 $1.0M 0.25% -469.0 -2.8% $61.18 +2.1%
34 CVX CHEVRON CORPORATION Energy 4,826.0 $999K 0.25% -9K -66.0% $206.92 -10.7%
35 XOM EXXON MOBIL CORP Energy 5,403.0 $917K 0.23% -575.0 -9.6% $169.66 -8.7%
36 OKE ONEOK INC NEW Energy 9,903.0 $895K 0.22% -93.0 -0.9% $90.39 +0.1%
37 EFV ISHARES TR 11,151.0 $829K 0.21% -11K -48.6% $74.35 +6.8%
38 QUAL ISHARES TR 4,194.0 $804K 0.20% -3K -40.9% $191.81 +12.5%
39 PG PROCTER & GAMBLE CO Consumer Defensive 5,545.0 $801K 0.20% -5K -46.3% $144.44 -1.0%
40 BAC BANK AMERICA CORP Financial Services 16,108.0 $785K 0.20% -947.0 -5.5% $48.75 +7.1%
Page 2 of 5  ·  96 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 34.4%
Financial Services 20.7%
Communication Services 11.4%
Consumer Cyclical 7.9%
Healthcare 7.7%
Industrials 5.8%
Consumer Defensive 4.8%
Energy 2.7%
Utilities 2.7%
Real Estate 1.6%