Portfolio (Quarterly) Guide ↗

Bellwether Advisors, LLC

· CIK 0001819815

13F Portfolio $675M AUM 168 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 45 New 39 Added 46 Reduced 37 Exited

Page 1 of 2 · 37 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	L	LOEWS CORP	Financial Services	41,343	$4.4M	0.75%	SOLD
2	CINF	CINCINNATI FINL CORP	Financial Services	25,956	$4.1M	0.69%	SOLD
3	CFG	CITIZENS FINL GROUP INC	Financial Services	66,846	$4.0M	0.68%	SOLD
4	GS	GOLDMAN SACHS GROUP INC	Financial Services	4,487	$3.8M	0.64%	SOLD
5	HBAN	HUNTINGTON BANCSHARES INC	Financial Services	231,117	$3.6M	0.61%	SOLD
6	—	ANGLOGOLD ASHANTI PLC	—	31,683	$3.1M	0.52%	SOLD
7	SCCO	SOUTHERN COPPER CORP	Basic Materials	16,388	$2.8M	0.48%	SOLD
8	RS	RELIANCE INC	Basic Materials	8,959	$2.7M	0.46%	SOLD
9	IP	INTERNATIONAL PAPER CO	Consumer Cyclical	73,236	$2.6M	0.44%	SOLD
10	DE	DEERE & CO	Industrials	4,628	$2.6M	0.44%	SOLD
11	PLTR	PALANTIR TECHNOLOGIES INC	Technology	16,543	$2.4M	0.41%	SOLD
12	HWM	HOWMET AEROSPACE INC	Industrials	9,680	$2.2M	0.38%	SOLD
13	LHX	L3HARRIS TECHNOLOGIES INC	Industrials	6,231	$2.2M	0.36%	SOLD
14	GE	GE AEROSPACE	Industrials	7,034	$2.0M	0.34%	SOLD
15	HCA	HCA HEALTHCARE INC	Healthcare	4,010	$1.9M	0.32%	SOLD
16	BMY	BRISTOL-MYERS SQUIBB CO	Healthcare	31,105	$1.9M	0.32%	SOLD
17	WMT	WALMART INC	Consumer Defensive	14,927	$1.9M	0.31%	SOLD
18	—	VIKING HOLDINGS LTD	—	23,506	$1.7M	0.29%	SOLD
19	FENY	FIDELITY COVINGTON TRUST	—	50,694	$1.7M	0.29%	SOLD
20	PH	PARKER-HANNIFIN CORP	Industrials	1,883	$1.7M	0.29%	SOLD

Page 1 of 2 · 37 positions

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Sector Allocation

Technology 38.6%

Industrials 16.6%

Healthcare 15.3%

Financial Services 10.3%

Consumer Cyclical 8.2%

Communication Services 5.5%

Basic Materials 3.4%

Consumer Defensive 1.0%

Utilities 0.9%

Energy 0.2%