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Portfolio (Quarterly) Guide ↗

Mayfair Advisory Group, LLC

· CIK 0001801926
13F Portfolio $286M AUM 175 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 67 Added 35 Reduced 9 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LDUR PIMCO ETF TR 5,884.0 $564K 0.20% -194.0 -3.2% $95.82 -0.2%
22 SCHF SCHWAB STRATEGIC TR 21,661.0 $536K 0.19% -2K -10.2% $24.75 +10.7%
23 IMCG ISHARES TR 6,164.0 $486K 0.17% -1K -18.0% $78.77 +22.4%
24 MRK MERCK & CO INC Healthcare 3,967.0 $477K 0.17% -314.0 -7.3% $120.29 +6.7%
25 RTX RTX CORPORATION Industrials 2,279.0 $440K 0.15% -121.0 -5.0% $192.92 -2.6%
26 JPIE J P MORGAN EXCHANGE TRADED F 9,446.0 $435K 0.15% -560.0 -5.6% $46.07 +0.0%
27 FANG DIAMONDBACK ENERGY INC Energy 2,135.0 $422K 0.15% -36.0 -1.7% $197.80 -9.0%
28 RF REGIONS FINANCIAL CORP NEW Financial Services 13,915.0 $363K 0.13% -2K -10.7% $26.12 +15.1%
29 AMGN AMGEN INC Healthcare 995.0 $350K 0.12% -31.0 -3.0% $351.85 +1.8%
30 WMB WILLIAMS COS INC Energy 4,459.0 $325K 0.11% -208.0 -4.5% $72.78 +7.1%
31 SLV ISHARES SILVER TR Financial Services 4,125.0 $281K 0.10% -105.0 -2.5% $68.14 -21.8%
32 PG PROCTER & GAMBLE CO Consumer Defensive 1,878.0 $271K 0.10% -188.0 -9.1% $144.44 +3.2%
33 RKLB ROCKET LAB CORP Industrials 3,660.0 $235K 0.08% -120.0 -3.2% $64.22 +31.6%
34 EMR EMERSON ELEC CO Industrials 1,694.0 $222K 0.08% -12.0 -0.7% $131.02 +9.5%
35 SSD SIMPSON MFG INC Industrials 1,203.0 $206K 0.07% -35.0 -2.8% $171.62 +22.4%
Page 2 of 2  ·  35 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 25.5%
Financial Services 22.2%
Industrials 12.2%
Energy 11.8%
Consumer Defensive 7.2%
Consumer Cyclical 5.4%
Healthcare 5.3%
Utilities 5.0%
Communication Services 4.7%
Basic Materials 0.8%