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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 10 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TJX TJX COS INC NEW Consumer Cyclical 2,320.0 $351K 0.10% NEW $151.31 -10.7%
182 MINO PIMCO ETF TR 7,588.0 $346K 0.10% NEW $45.66 -2.2%
183 SUB ISHARES TR 3,257.0 $346K 0.10% NEW $106.36 -0.1%
184 EPS WISDOMTREE TR 4,378.0 $343K 0.10% NEW $78.24 +3.5%
185 LRCX LAM RESEARCH CORP Technology 961.0 $337K 0.10% NEW $350.20 -13.8%
186 CFG CITIZENS FINL GROUP INC Financial Services 4,666.0 $336K 0.10% NEW $72.11 -3.3%
187 WDC WESTERN DIGITAL CORP Technology 582.0 $336K 0.10% NEW $577.46 -20.4%
188 CRM SALESFORCE INC Technology 2,019.0 $334K 0.09% NEW $165.65 +54.5%
189 FS SPECIALTY LENDING FD 29,784.0 $332K 0.09% NEW $11.14
190 ENB ENBRIDGE INC Energy 6,118.0 $327K 0.09% NEW $53.49 -6.2%
191 VTWG VANGUARD SCOTTSDALE FDS 1,147.0 $326K 0.09% NEW $284.63 -2.8%
192 INTC INTEL CORP Technology 2,639.0 $322K 0.09% NEW $122.20 -26.8%
193 PEGA PEGASYSTEMS INC Technology 10,285.0 $322K 0.09% NEW $31.28 +15.6%
194 SNPS SYNOPSYS INC Technology 724.0 $320K 0.09% NEW $442.27 +0.1%
195 GDX VANECK ETF TRUST 4,001.0 $315K 0.09% NEW $78.64 +26.7%
196 AAPL CALL APPLE INC Technology 1,000.0 $313K 0.09% NEW $312.66 +2.3%
197 CTA SIMPLIFY EXCHANGE TRADED FUN 11,874.0 $310K 0.09% NEW $26.07 +5.6%
198 ROST ROSS STORES INC Consumer Cyclical 1,455.0 $308K 0.09% NEW $211.36 +8.1%
199 NEAR ISHARES U S ETF TR 6,080.0 $307K 0.09% NEW $50.55 -0.1%
200 T AT&T INC Communication Services 14,845.0 $306K 0.09% NEW $20.62 +26.1%
Page 10 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%