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Portfolio (Quarterly) Guide ↗

Soltis Investment Advisors LLC

· CIK 0001802530
13F Portfolio $1.8B AUM 688 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 120 New 270 Added 186 Reduced 52 Exited
Page 2 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MAA MID-AMER APT CMNTYS INC Real Estate 2,687.0 $373K 0.02% NEW $138.96 -4.2%
22 OC OWENS CORNING NEW Industrials 2,322.0 $369K 0.02% NEW $158.94 -7.5%
23 RKLB ROCKET LAB CORP Industrials 3,557.0 $362K 0.02% NEW $101.66 -32.8%
24 FICO PUT FAIR ISAAC CORP Technology 300.0 $358K 0.02% NEW $1194.78 -2.4%
25 GOOG CALL ALPHABET INC 1,000.0 $353K 0.02% NEW $353.33
26 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,821.0 $352K 0.02% NEW $193.25 +6.2%
27 TEAM ATLASSIAN CORPORATION Technology 4,508.0 $351K 0.02% NEW $77.79 +120.2%
28 ET ENERGY TRANSFER L P Energy 17,492.0 $334K 0.02% NEW $19.12 +10.3%
29 NEBIUS GROUP N.V. 1,202.0 $332K 0.02% NEW $276.14
30 SPYI NEOS ETF TRUST 6,229.0 $331K 0.02% NEW $53.09 +0.6%
31 TWLO TWILIO INC Communication Services 1,527.0 $315K 0.02% NEW $206.27 +7.9%
32 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,844.0 $311K 0.02% NEW $168.54 -9.2%
33 AYI ACUITY INC Industrials 794.0 $299K 0.02% NEW $376.65 -10.6%
34 A AGILENT TECHNOLOGIES INC Healthcare 2,236.0 $297K 0.02% NEW $132.82 +15.5%
35 HST HOST HOTELS & RESORTS INC Real Estate 12,463.0 $296K 0.02% NEW $23.71 -2.2%
36 WAL WESTERN ALLIANCE BANCORP Financial Services 3,579.0 $294K 0.02% NEW $82.20 -4.6%
37 EPD PUT ENTERPRISE PRODS PARTNERS L 8,000.0 $294K 0.02% NEW $36.76
38 BE BLOOM ENERGY CORP Industrials 961.0 $291K 0.02% NEW $302.58 -32.6%
39 FELC FIDELITY COVINGTON TRUST 6,909.0 $290K 0.02% NEW $41.91 +3.4%
40 STT STATE STR CORP Financial Services 1,701.0 $288K 0.02% NEW $169.60 +12.6%
Page 2 of 6  ·  120 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 36.0%
Financial Services 11.6%
Consumer Cyclical 9.9%
Industrials 9.6%
Healthcare 8.4%
Communication Services 5.5%
Consumer Defensive 5.4%
Energy 4.2%
Real Estate 3.8%
Utilities 3.1%