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Portfolio (Quarterly) Guide ↗

CLIENT 1ST ADVISORY GROUP, LLC

· CIK 0001802816
13F Portfolio $384M AUM 146 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 144 New
Page 7 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 813.0 $269K 0.07% NEW $330.46 -1.4%
122 ORCL ORACLE CORP Technology 1,798.0 $263K 0.07% NEW $146.55 +3.7%
123 AOA ISHARES TR 2,676.0 $261K 0.07% NEW $97.60 +1.9%
124 SPTM SPDR SERIES TRUST 2,865.0 $260K 0.07% NEW $90.79 +3.0%
125 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 886.0 $260K 0.07% NEW $293.18 +4.2%
126 HEFA ISHARES TR 5,380.0 $252K 0.07% NEW $46.93 +0.8%
127 RTX RTX CORPORATION Industrials 1,291.0 $245K 0.06% NEW $189.73 +11.8%
128 IHI ISHARES TR 4,950.0 $245K 0.06% NEW $49.41 +10.5%
129 UNH UNITEDHEALTH GROUP INC Healthcare 581.0 $241K 0.06% NEW $415.63 -5.0%
130 IBM INTERNATIONAL BUSINESS MACHS Technology 834.0 $235K 0.06% NEW $281.21 -15.1%
131 GLD SPDR GOLD TR Financial Services 620.0 $228K 0.06% NEW $368.38 +14.7%
132 NFLX NETFLIX INC. Communication Services 3,190.0 $228K 0.06% NEW $71.40 +11.8%
133 IXG ISHARES TR 1,812.0 $226K 0.06% NEW $124.50 +7.6%
134 WELL WELLTOWER INC Real Estate 964.0 $219K 0.06% NEW $226.97 +5.5%
135 PANW PALO ALTO NETWORKS INC Technology 638.0 $218K 0.06% NEW $341.02 +12.3%
136 ANET ARISTA NETWORKS INC Technology 1,279.0 $217K 0.06% NEW $169.88 +18.4%
137 GILD GILEAD SCIENCES INC Healthcare 1,717.0 $217K 0.06% NEW $126.34 +17.8%
138 DUK DUKE ENERGY CORP NEW Utilities 1,712.0 $217K 0.06% NEW $126.59 -4.5%
139 KORP AMERICAN CENTY ETF TR 4,506.0 $211K 0.06% NEW $46.85 -1.7%
140 GEV GE VERNOVA INC Utilities 179.0 $210K 0.06% NEW $1174.86 -18.8%
Page 7 of 8  ·  144 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 41.7%
Financial Services 14.0%
Consumer Cyclical 11.4%
Energy 8.0%
Healthcare 7.4%
Communication Services 6.2%
Industrials 3.9%
Utilities 2.9%
Consumer Defensive 2.1%
Real Estate 1.9%