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Portfolio (Quarterly) Guide ↗

Sound View Wealth Advisors Group, LLC

· CIK 0001784777
13F Portfolio $1.6B AUM 440 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 53 New 103 Added 222 Reduced 29 Exited
Page 19 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MCK MCKESSON CORP Healthcare 390.0 $295K 0.02% -15.0 -3.7% $755.60 +13.7%
362 CRS CARPENTER TECHNOLOGY CORP Industrials 477.0 $294K 0.02% NEW $616.84 -20.2%
363 DTM DT MIDSTREAM INC Energy 1,991.0 $292K 0.02% -200.0 -9.1% $146.74 -13.6%
364 WSO WATSCO INC Industrials 698.0 $291K 0.02% -11.0 -1.6% $416.73 -25.1%
365 ALAB ASTERA LABS INC Technology 602.0 $291K 0.02% NEW $483.02 -41.0%
366 GPC GENUINE PARTS CO Consumer Cyclical 2,450.0 $289K 0.02% -523.0 -17.6% $117.98 +13.5%
367 CDNS CADENCE DESIGN SYSTEM INC Technology 769.0 $289K 0.02% -323.0 -29.6% $375.32 -15.0%
368 F FORD MTR CO Consumer Cyclical 20,551.0 $286K 0.02% -16K -43.5% $13.90 +3.7%
369 CGDV CAPITAL GROUP DIVIDEND VALUE 5,769.0 $284K 0.02% $49.28 +1.9%
370 YUM YUM BRANDS INC Consumer Cyclical 1,764.0 $282K 0.02% -500.0 -22.1% $159.86 -4.3%
371 TECHNIPFMC PLC 4,242.0 $281K 0.02% -251.0 -5.6% $66.30
372 SOXX ISHARES TR 438.0 $281K 0.02% NEW $641.23 -18.9%
373 IHI ISHARES TR 5,675.0 $280K 0.02% $49.41 +13.7%
374 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 9,684.0 $278K 0.02% NEW $28.72 -36.3%
375 AYI ACUITY INC Industrials 735.0 $277K 0.02% $376.66 -8.9%
376 FORM FORMFACTOR INC Technology 1,722.0 $275K 0.02% NEW $159.93 -28.6%
377 VBR VANGUARD INDEX FDS 1,128.0 $274K 0.02% +11.0 +1.0% $242.99 +2.5%
378 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,411.0 $273K 0.02% NEW $17.73 -3.9%
379 NTRS NORTHERN TR CORP Financial Services 1,557.0 $271K 0.02% $173.84 +5.8%
380 SRE SEMPRA Utilities 2,915.0 $270K 0.02% $92.71 -10.6%
Page 19 of 22  ·  440 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 32.5%
Financial Services 17.4%
Healthcare 15.2%
Industrials 7.8%
Consumer Cyclical 7.5%
Consumer Defensive 7.5%
Communication Services 3.9%
Utilities 3.3%
Energy 3.1%
Real Estate 1.3%