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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 8 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CRWD CROWDSTRIKE HLDGS INC Technology 931.0 $710K 0.06% NEW $190.78 -1.3%
142 VV VANGUARD INDEX FDS 2,057.0 $707K 0.06% NEW $343.94 +2.4%
143 MCK MCKESSON CORP Healthcare 895.0 $676K 0.06% NEW $755.60 +12.8%
144 PLTR PALANTIR TECHNOLOGIES INC Technology 5,621.0 $656K 0.06% NEW $116.67 +48.7%
145 SCHW SCHWAB CHARLES CORP Financial Services 7,077.0 $653K 0.05% NEW $92.27 +20.5%
146 APH AMPHENOL CORP Technology 3,658.0 $645K 0.05% NEW $176.31 -11.7%
147 ADI ANALOG DEVICES INC Technology 1,612.0 $640K 0.05% NEW $397.18 -5.3%
148 CVLC MORGAN STANLEY ETF TRUST 6,739.0 $637K 0.05% NEW $94.47 +1.7%
149 SUSL ISHARES TR 4,768.0 $633K 0.05% NEW $132.76 +3.3%
150 SPACE EXPLORATION TECHN CORP 3,689.0 $630K 0.05% NEW $170.86
151 EMR EMERSON ELEC CO Industrials 4,403.0 $630K 0.05% NEW $143.14 +8.9%
152 DE DEERE & CO Industrials 986.0 $625K 0.05% NEW $634.33 -1.8%
153 NEE NEXTERA ENERGY INC Utilities 7,026.0 $617K 0.05% NEW $87.76 -3.3%
154 MRVL MARVELL TECHNOLOGY INC Technology 2,053.0 $612K 0.05% NEW $297.89 -17.4%
155 SPYM SPDR SERIES TRUST 6,837.0 $601K 0.05% NEW $87.88 +2.5%
156 SCHM SCHWAB STRATEGIC TR 16,264.0 $600K 0.05% NEW $36.87 -2.0%
157 USMV ISHARES TR 6,213.0 $599K 0.05% NEW $96.46 +4.7%
158 COF CAPITAL ONE FINL CORP Financial Services 2,980.0 $598K 0.05% NEW $200.65 +8.5%
159 IJH ISHARES TR 7,659.0 $591K 0.05% NEW $77.11 -0.4%
160 PGR PROGRESSIVE CORP Financial Services 2,696.0 $589K 0.05% NEW $218.49 +0.7%
Page 8 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%