BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFX EQUIFAX INC Industrials 1,798.0 $285K 0.02% NEW $158.68 +22.7%
42 NTNX NUTANIX INC Technology 5,582.0 $284K 0.02% NEW $50.96 +30.8%
43 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,125.0 $281K 0.02% NEW $249.98 -6.6%
44 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,336.0 $281K 0.02% NEW $52.65 +23.8%
45 LITE LUMENTUM HLDGS INC Technology 325.0 $279K 0.02% NEW $858.35 -3.3%
46 PHM PULTE GROUP INC Consumer Cyclical 2,033.0 $279K 0.02% NEW $137.20 -5.5%
47 BIIB BIOGEN INC Healthcare 1,283.0 $277K 0.01% NEW $216.12 +0.9%
48 AIT APPLIED INDL TECHNOLOGIES IN Industrials 814.0 $275K 0.01% NEW $338.19 +0.2%
49 V PUT VISA INC Financial Services 800.0 $274K 0.01% NEW $343.09 +11.5%
50 DKNG DRAFTKINGS INC NEW Consumer Cyclical 10,829.0 $274K 0.01% NEW $25.26 +2.8%
51 URI UNITED RENTALS INC Industrials 241.0 $273K 0.01% NEW $1132.95 -4.4%
52 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,260.0 $273K 0.01% NEW $216.60 -7.0%
53 RBRK RUBRIK INC. Technology 3,396.0 $273K 0.01% NEW $80.28 +22.1%
54 KEEL KEEL INFRASTRUCTURE CORP Technology 47,493.0 $273K 0.01% NEW $5.74 -43.4%
55 DTE DTE ENERGY CO Utilities 1,777.0 $271K 0.01% NEW $152.40 -11.0%
56 ILMN ILLUMINA INC Healthcare 1,539.0 $271K 0.01% NEW $175.88 +26.9%
57 ATO ATMOS ENERGY CORP Utilities 1,514.0 $261K 0.01% NEW $172.26 -2.6%
58 IRIDIUM COMMUNICATIONS INC 4,751.0 $261K 0.01% NEW $54.84
59 FDS FACTSET RESH SYS INC Financial Services 1,130.0 $260K 0.01% NEW $230.08 +32.7%
60 INNOVATOR ETFS TRUST 7,855.0 $258K 0.01% NEW $32.86
Page 3 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%