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Portfolio (Quarterly) Guide ↗

Asio Capital, LLC

· CIK 0001803291
13F Portfolio $781M AUM 109 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 28 Added 60 Reduced 10 Exited
Page 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWR ISHARES TR 2,774.0 $306K 0.04% +289.0 +11.6% $110.32 +3.0%
102 DE DEERE & CO Industrials 482.0 $306K 0.04% +15.0 +3.2% $634.33 -8.5%
103 QQQ INVESCO QQQ TR Financial Services 397.0 $292K 0.04% $736.40 -2.8%
104 IJH ISHARES TR 3,248.0 $250K 0.03% +33.0 +1.0% $77.11 -0.1%
105 SPYV SPDR SERIES TRUST 3,909.0 $238K 0.03% $60.79 +5.1%
106 DVY ISHARES TR 1,500.0 $234K 0.03% $156.30 +5.9%
107 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,031.0 $233K 0.03% $225.65 +22.9%
108 JMST J P MORGAN EXCHANGE TRADED F 4,100.0 $209K 0.03% NEW $51.00 -0.1%
109 IDEV ISHARES TR 2,300.0 $205K 0.03% NEW $89.01 +4.2%
Page 6 of 6  ·  109 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 39.6%
Financial Services 17.4%
Healthcare 14.2%
Communication Services 10.6%
Consumer Cyclical 7.8%
Utilities 3.8%
Industrials 3.6%
Energy 1.4%
Basic Materials 1.0%
Consumer Defensive 0.6%