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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 21 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 HONEYWELL INTL INC 1,841.0 $412K 0.02% NEW $223.86
402 VRSN VERISIGN INC Technology 1,635.0 $411K 0.02% +718.0 +78.3% $251.64 +16.7%
403 FSK FS KKR CAP CORP Financial Services 39,032.0 $410K 0.02% +797.0 +2.1% $10.50 +14.8%
404 MPC MARATHON PETE CORP Energy 1,598.0 $409K 0.02% -931.0 -36.8% $255.73 +38.8%
405 KMI KINDER MORGAN INC DEL Energy 12,756.0 $408K 0.02% +3K +26.0% $31.97 -3.2%
406 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,234.0 $408K 0.02% +440.0 +55.4% $330.34 -0.3%
407 EBAY EBAY INC. Consumer Cyclical 3,647.0 $408K 0.02% +204.0 +5.9% $111.75 -5.1%
408 HONEYWELL AEROSPACE INC 1,839.0 $407K 0.02% NEW $221.08
409 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 13,430.0 $405K 0.02% -269.0 -2.0% $30.17 +17.5%
410 VHT VANGUARD WORLD FD 1,355.0 $405K 0.02% -80.0 -5.6% $299.02 +10.0%
411 AAPL CALL APPLE INC Technology 1,400.0 $405K 0.02% $289.36 +7.1%
412 ED CONSOLIDATED EDISON INC Utilities 3,648.0 $404K 0.02% +1K +47.0% $110.63 -3.2%
413 XLG INVESCO EXCHANGE TRADED FD T 6,494.0 $398K 0.02% +374.0 +6.1% $61.23 +1.4%
414 SHEL SHELL PLC Energy 5,089.0 $395K 0.02% -595.0 -10.5% $77.55 +18.9%
415 RBC RBC BEARINGS INC Industrials 600.0 $386K 0.02% +213.0 +55.0% $644.06 -23.0%
416 UAL UNITED AIRLS HLDGS INC Industrials 2,819.0 $383K 0.02% NEW $136.01 -13.7%
417 HYG ISHARES TR 4,784.0 $383K 0.02% -3K -40.0% $79.96 -0.1%
418 CBRE CBRE GROUP INC Real Estate 2,836.0 $382K 0.02% +868.0 +44.1% $134.71 +12.6%
419 ROK ROCKWELL AUTOMATION INC Industrials 767.0 $380K 0.02% +28.0 +3.8% $495.33 -13.3%
420 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,292.0 $379K 0.02% -18.0 -1.4% $293.16 +3.6%
Page 21 of 33  ·  648 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%