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Portfolio (Quarterly) Guide ↗

Arkadios Wealth Advisors

· CIK 0001800798
13F Portfolio $6.6B AUM 3,515 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 209 New 693 Added 692 Reduced 138 Exited
Page 84 of 89  ·  1,765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 COLD AMERICOLD REALTY TRUST INC COM Real Estate 10,084.0 $159K 0.00% NEW $15.72 -5.5%
1662 KRP KIMBELL RTY PARTNERS LP UNIT Energy 10,827.0 $157K 0.00% NEW $14.53 +2.6%
1663 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 26,958.0 $157K 0.00% +8K +43.7% $5.83 +3.9%
1664 NMZ NUVEEN MUN HIGH INCOME OPPORTU COM Financial Services 14,692.0 $155K 0.00% NEW $10.57 -3.9%
1665 EATON VANCE TAX-MANAGED BUY- COM 10,260.0 $153K 0.00% $14.88
1666 PLUG PLUG PWR INC COM NEW Industrials 56,275.0 $153K 0.00% +893.0 +1.6% $2.71 -20.3%
1667 MSFT CALL MICROSOFT CORP COM Technology 400.0 $149K 0.00% NEW $373.02 +29.1%
1668 EMD WESTERN ASSET EMERGING MKTS DE COM Financial Services 13,731.0 $147K 0.00% -426.0 -3.0% $10.74 -1.1%
1669 MOMO HELLO GROUP INC ADS Communication Services 24,228.0 $141K 0.00% NEW $5.80 -0.7%
1670 TCPC BLACKROCK TCP CAPITAL CORP COM Financial Services 40,872.0 $137K 0.00% -13K -24.2% $3.36 +21.4%
1671 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 17,872.0 $135K 0.00% +2K +14.7% $7.56 -23.8%
1672 CX CEMEX SAB DE CV SPON ADR NEW Basic Materials 10,417.0 $125K 0.00% NEW $12.00 -11.2%
1673 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 12,503.0 $121K 0.00% NEW $9.68 -8.4%
1674 PDM PIEDMONT REALTY TRUST INC COM CL A Real Estate 13,193.0 $121K 0.00% +815.0 +6.6% $9.15 +2.7%
1675 LILAK LIBERTY LATIN AMERICA LTD COM CL C Communication Services 15,461.0 $120K 0.00% NEW $7.79 +6.5%
1676 JBLU JETBLUE AIRWAYS CORP COM Industrials 20,628.0 $118K 0.00% +628.0 +3.1% $5.73 -12.0%
1677 AMD CALL ADVANCED MICRO DEVICES INC COM Technology 200.0 $116K 0.00% $580.91 -16.6%
1678 MU PUT MICRON TECHNOLOGY INC COM Technology 100.0 $115K 0.00% NEW $1154.29 -18.5%
1679 NMFC NEW MTN FIN CORP COM Financial Services 16,000.0 $115K 0.00% $7.17 +3.9%
1680 META CALL META PLATFORMS INC CL A Communication Services 200.0 $113K 0.00% NEW $563.29 -3.5%
Page 84 of 89  ·  1,765 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 34.2%
Financial Services 17.9%
Healthcare 9.2%
Industrials 8.7%
Consumer Cyclical 7.6%
Communication Services 7.4%
Consumer Defensive 5.2%
Energy 4.0%
Utilities 2.8%
Basic Materials 1.6%