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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 32 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MET METLIFE INC Financial Services 2,417.0 $204K 0.01% NEW $84.60 +13.7%
622 FANG DIAMONDBACK ENERGY INC Energy 1,157.0 $203K 0.01% +10.0 +0.9% $175.73 +17.0%
623 VEEV VEEVA SYS INC Healthcare 1,141.0 $202K 0.01% NEW $177.43 +40.0%
624 AME AMETEK INC Industrials 834.0 $202K 0.01% NEW $242.03 +0.1%
625 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 4,016.0 $201K 0.01% NEW $49.98 +3.9%
626 CALL BERKSHIRE HATHAWAY INC DEL 400.0 $200K 0.01% $500.39
627 FISV FISERV INC Technology 4,060.0 $199K 0.01% -2K -31.3% $49.05 +8.0%
628 ABT PUT ABBOTT LABORATORIES Healthcare 2,100.0 $191K 0.01% NEW $90.74 +28.6%
629 GLD PUT SPDR GOLD TR Financial Services 500.0 $184K 0.01% NEW $368.38 +15.8%
630 MSTR PUT STRATEGY INC Technology 2,100.0 $183K 0.01% $86.93 +41.1%
631 RMT ROYCE MICRO-CAP TR INC Financial Services 11,919.0 $174K 0.01% $14.64 -3.8%
632 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 15,720.0 $166K 0.01% NEW $10.57 +8.3%
633 CAG CONAGRA BRANDS INC Consumer Defensive 11,907.0 $160K 0.01% NEW $13.46 +23.8%
634 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 22,866.0 $140K 0.01% +556.0 +2.5% $6.14 +6.7%
635 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 7,700.0 $138K 0.01% NEW $17.93 +1.7%
636 AON PUT AON PLC Financial Services 400.0 $133K 0.01% -700.0 -63.6% $331.69 +8.3%
637 BBDC BARINGS BDC INC Financial Services 15,360.0 $131K 0.01% +459.0 +3.1% $8.52 +10.9%
638 FISV PUT FISERV INC Technology 2,600.0 $128K 0.01% $49.05 +8.0%
639 LXEO LEXEO THERAPEUTICS INC Healthcare 20,016.0 $93K 0.01% $4.66 +5.7%
640 OWL BLUE OWL CAPITAL INC Financial Services 10,338.0 $90K 0.01% NEW $8.75 +33.5%
Page 32 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%