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Portfolio (Quarterly) Guide ↗

Avantra Family Wealth, Inc.

· CIK 0001774744
13F Portfolio $157M AUM 165 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 165 New
Page 6 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 938.0 $478K 0.30% NEW $509.46 +10.7%
102 COWZ PACER FDS TR 7,569.0 $471K 0.30% NEW $62.20 +16.4%
103 AIG AMERICAN INTL GROUP INC Financial Services 6,243.0 $465K 0.30% NEW $74.53 +3.2%
104 ETN EATON CORP PLC Industrials 1,089.0 $464K 0.30% NEW $426.12 -5.5%
105 RTO RENTOKIL INITIAL PLC Industrials 16,001.0 $458K 0.29% NEW $28.61 -17.8%
106 JCI JOHNSON CONTROLS INTERNATION Industrials 3,115.0 $455K 0.29% NEW $146.11 -4.5%
107 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 5,706.0 $452K 0.29% NEW $79.22 +11.0%
108 EQIX EQUINIX INC Real Estate 424.0 $442K 0.28% NEW $1042.39 +0.2%
109 AJG GALLAGHER ARTHUR J & CO Financial Services 1,903.0 $437K 0.28% NEW $229.57 +16.5%
110 HWM HOWMET AEROSPACE INC Industrials 1,611.0 $433K 0.28% NEW $268.86 -1.5%
111 FLEX FLEX LTD Technology 2,605.0 $422K 0.27% NEW $162.07 -31.8%
112 RDVY FIRST TR EXCHANGE TRADED FD 5,192.0 $421K 0.27% NEW $81.06 +1.2%
113 VZ VERIZON COMMUNICATIONS INC Communication Services 9,912.0 $420K 0.27% NEW $42.34 +18.3%
114 PKW INVESCO EXCHANGE TRADED FD T 2,952.0 $418K 0.27% NEW $141.67 +7.9%
115 INTC INTEL CORP Technology 2,989.0 $417K 0.27% NEW $139.64 -35.9%
116 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,403.0 $411K 0.26% NEW $293.18 +5.1%
117 AEP AMERICAN ELEC PWR CO INC Utilities 2,996.0 $410K 0.26% NEW $136.81 -10.6%
118 DHR DANAHER CORP DEL Healthcare 2,138.0 $407K 0.26% NEW $190.48 +13.4%
119 IALT BLACKROCK ETF TRUST 14,042.0 $394K 0.25% NEW $28.05 +3.2%
120 FNF FIDELITY NATL FINL INC Financial Services 8,251.0 $389K 0.25% NEW $47.16 +0.8%
Page 6 of 9  ·  165 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 36.7%
Financial Services 11.3%
Healthcare 10.9%
Industrials 10.9%
Consumer Cyclical 7.8%
Communication Services 6.3%
Consumer Defensive 5.4%
Energy 4.0%
Utilities 3.0%
Basic Materials 2.1%