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Portfolio (Quarterly) Guide ↗

Mayfair Advisory Group, LLC

· CIK 0001801926
13F Portfolio $257M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 177 New
Page 7 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MS MORGAN STANLEY Financial Services 2,027.0 $369K 0.14% NEW $181.90 +16.6%
122 MO ALTRIA GROUP INC Consumer Defensive 6,380.0 $366K 0.14% NEW $57.31 +28.8%
123 GAUG FIRST TR EXCHNG TRADED FD VI 9,123.0 $358K 0.14% NEW $39.29 +4.8%
124 APH AMPHENOL CORP NEW Technology 2,529.0 $353K 0.14% NEW $139.71 +17.2%
125 TRV TRAVELERS COMPANIES INC Financial Services 1,195.0 $341K 0.13% NEW $285.16 +14.8%
126 AMGN AMGEN INC Healthcare 1,026.0 $336K 0.13% NEW $327.64 +9.4%
127 FANG DIAMONDBACK ENERGY INC Energy 2,171.0 $331K 0.13% NEW $152.34 +18.1%
128 AOA ISHARES TR 3,495.0 $315K 0.12% NEW $90.05 +7.2%
129 XSMO INVESCO EXCHANGE TRADED FD T 4,288.0 $313K 0.12% NEW $72.90 +25.0%
130 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,026.0 $312K 0.12% NEW $304.48 -4.3%
131 DJAN FIRST TR EXCHNG TRADED FD VI 6,947.0 $302K 0.12% NEW $43.44 +3.3%
132 GEV GE VERNOVA INC Utilities 433.0 $294K 0.11% NEW $679.55 +53.8%
133 PG PROCTER AND GAMBLE CO Consumer Defensive 2,066.0 $293K 0.11% NEW $141.79 +5.1%
134 ALL ALLSTATE CORP Financial Services 1,426.0 $291K 0.11% NEW $203.82 +17.6%
135 COF CAPITAL ONE FINL CORP Financial Services 1,164.0 $289K 0.11% NEW $247.96 -17.7%
136 RKLB ROCKET LAB CORP Industrials 3,780.0 $287K 0.11% NEW $75.99 +11.3%
137 SCHA SCHWAB STRATEGIC TR 9,957.0 $287K 0.11% NEW $28.80 +23.2%
138 JAAA JANUS DETROIT STR TR 5,658.0 $286K 0.11% NEW $50.61 +0.1%
139 COST COSTCO WHSL CORP NEW Consumer Defensive 333.0 $285K 0.11% NEW $855.45 +11.3%
140 WMB WILLIAMS COS INC Energy 4,667.0 $284K 0.11% NEW $60.85 +28.1%
Page 7 of 9  ·  177 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 27.8%
Financial Services 25.1%
Industrials 11.7%
Energy 8.7%
Consumer Defensive 6.4%
Consumer Cyclical 5.7%
Healthcare 5.4%
Utilities 4.4%
Communication Services 4.0%
Basic Materials 0.7%