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Portfolio (Quarterly) Guide ↗

Advisor Resource Council

· CIK 0001820879
13F Portfolio $355M AUM 276 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 276 New
Page 6 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CLH CLEAN HARBORS INC Industrials 2,424.0 $714K 0.20% NEW $294.56 +7.0%
102 MCK MCKESSON CORP Healthcare 910.0 $714K 0.20% NEW $784.30 +12.9%
103 CGNX COGNEX CORP Technology 10,251.0 $712K 0.20% NEW $69.49 -12.3%
104 GNTX GENTEX CORP Consumer Cyclical 28,973.0 $709K 0.20% NEW $24.47 -8.6%
105 ANET ARISTA NETWORKS INC Technology 4,045.0 $701K 0.20% NEW $173.28 +12.9%
106 ESI ELEMENT SOLUTIONS INC Basic Materials 15,903.0 $673K 0.19% NEW $42.32 -16.0%
107 CDX SIMPLIFY EXCHANGE TRADED FUN 32,003.0 $671K 0.19% NEW $20.97 -1.9%
108 SPTL SPDR SERIES TRUST 24,954.0 $648K 0.18% NEW $25.98 -3.0%
109 XOM EXXON MOBIL CORP Energy 4,718.0 $644K 0.18% NEW $136.50 +17.9%
110 PG PROCTER & GAMBLE CO Consumer Defensive 4,305.0 $642K 0.18% NEW $149.13 -2.7%
111 ALLE ALLEGION PLC Industrials 4,536.0 $636K 0.18% NEW $140.14 +10.8%
112 SPYD SPDR SERIES TRUST 13,217.0 $631K 0.18% NEW $47.71 +4.0%
113 MAGS LISTED FDS TR 9,509.0 $630K 0.18% NEW $66.28 +3.7%
114 SPLV INVESCO EXCH TRADED FD TR II 8,227.0 $626K 0.18% NEW $76.13 -1.9%
115 VGT VANGUARD WORLD FD 5,346.0 $622K 0.17% NEW $116.37 +3.5%
116 SLYG SPDR SERIES TRUST 5,207.0 $615K 0.17% NEW $118.17 -4.2%
117 WMB WILLIAMS COS INC Energy 8,286.0 $603K 0.17% NEW $72.82 +3.1%
118 AMT AMERICAN TOWER CORP Real Estate 3,715.0 $602K 0.17% NEW $162.11 +8.4%
119 CGGR CAPITAL GROUP GROWTH ETF 12,749.0 $600K 0.17% NEW $47.10 -0.5%
120 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,235.0 $596K 0.17% NEW $266.76 +18.9%
Page 6 of 14  ·  276 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
Financial Services 49.7%
Technology 23.5%
Consumer Cyclical 5.3%
Healthcare 5.2%
Industrials 5.1%
Communication Services 2.9%
Consumer Defensive 2.9%
Energy 1.7%
Utilities 1.6%
Real Estate 1.4%