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Portfolio (Quarterly) Guide ↗

Relyea Zuckerberg Hanson LLC

· CIK 0001793691
13F Portfolio $1.2B AUM 302 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 302 New
Page 11 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AON AON PLC Financial Services 1,259.0 $418K 0.04% NEW $331.77 +6.1%
202 HONEYWELL INTL INC 1,858.0 $416K 0.04% NEW $223.90
203 NOW SERVICENOW INC Technology 4,168.0 $414K 0.03% NEW $99.28 +30.7%
204 HONEYWELL AEROSPACE INC 1,868.0 $413K 0.03% NEW $221.08
205 CDE COEUR MNG INC Basic Materials 25,251.0 $412K 0.03% NEW $16.32 +29.4%
206 VZ VERIZON COMMUNICATIONS INC Communication Services 9,718.0 $411K 0.03% NEW $42.34 +16.2%
207 PNC PNC FINL SVCS GROUP INC Financial Services 1,670.0 $411K 0.03% NEW $246.22 -1.9%
208 SO SOUTHERN CO Utilities 4,240.0 $406K 0.03% NEW $95.70 -4.5%
209 MPC MARATHON PETE CORP Energy 1,584.0 $405K 0.03% NEW $255.68 +40.1%
210 SCHB SCHWAB STRATEGIC TR 13,959.0 $404K 0.03% NEW $28.96 +1.8%
211 GILD GILEAD SCIENCES INC Healthcare 3,176.0 $401K 0.03% NEW $126.35 +13.5%
212 MCO MOODYS CORP Financial Services 877.0 $397K 0.03% NEW $453.04 +10.1%
213 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,002.0 $395K 0.03% NEW $131.58 +4.3%
214 VLO VALERO ENERGY CORP Energy 1,514.0 $394K 0.03% NEW $260.46 +31.1%
215 APP APPLOVIN CORP Technology 765.0 $394K 0.03% NEW $515.23 -40.1%
216 WM WASTE MGMT INC DEL Industrials 1,714.0 $382K 0.03% NEW $222.85 +0.9%
217 TT TRANE TECHNOLOGIES PLC Industrials 777.0 $382K 0.03% NEW $491.28 -8.2%
218 UBER UBER TECHNOLOGIES INC Technology 5,282.0 $381K 0.03% NEW $72.16 +8.9%
219 ANET ARISTA NETWORKS INC Technology 2,201.0 $374K 0.03% NEW $169.88 +8.2%
220 DIS DISNEY WALT CO Communication Services 3,866.0 $372K 0.03% NEW $96.25 +11.5%
Page 11 of 16  ·  302 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 38.6%
Financial Services 24.8%
Healthcare 8.6%
Communication Services 8.4%
Industrials 5.9%
Consumer Cyclical 5.7%
Consumer Defensive 3.7%
Energy 2.0%
Utilities 1.0%
Basic Materials 0.9%