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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 3 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 10,570.0 $1.3M 0.38% NEW $126.78 +16.9%
42 SPAB SPDR SERIES TRUST 51,853.0 $1.3M 0.37% NEW $25.43 -1.2%
43 PWR QUANTA SVCS INC Industrials 1,907.0 $1.3M 0.36% NEW $674.07 -10.6%
44 XLV SELECT SECTOR SPDR TR 7,816.0 $1.3M 0.36% NEW $161.88 +5.7%
45 PNC PNC FINL SVCS GROUP INC Financial Services 4,986.0 $1.3M 0.36% NEW $253.18 -4.3%
46 CRS CARPENTER TECHNOLOGY CORP Industrials 2,003.0 $1.2M 0.35% NEW $619.37 -23.1%
47 WMT WALMART INC Consumer Defensive 11,000.0 $1.2M 0.34% NEW $110.82 -7.0%
48 NXPI NXP SEMICONDUCTORS N V Technology 4,334.0 $1.2M 0.34% NEW $280.51 -20.3%
49 DIA STATE STR SPDR DOW JONES IND Financial Services 2,277.0 $1.2M 0.34% NEW $530.09 +0.9%
50 JNJ JOHNSON & JOHNSON Healthcare 4,612.0 $1.2M 0.34% NEW $259.23 +3.4%
51 QCOM QUALCOMM INC Technology 6,404.0 $1.2M 0.34% NEW $186.46 -11.9%
52 PTLC PACER FDS TR 20,072.0 $1.2M 0.33% NEW $58.26 +2.9%
53 C CITIGROUP INC Financial Services 8,102.0 $1.2M 0.33% NEW $143.85 -7.7%
54 PLD PROLOGIS INC. Real Estate 8,197.0 $1.1M 0.32% NEW $140.19 +0.4%
55 SPBO SPDR SERIES TRUST 39,580.0 $1.1M 0.32% NEW $28.94 -1.7%
56 VIG VANGUARD SPECIALIZED FUNDS 4,789.0 $1.1M 0.32% NEW $239.03 +1.7%
57 XLE SELECT SECTOR SPDR TR 21,386.0 $1.1M 0.32% NEW $53.13 +18.0%
58 IWR ISHARES TR 10,112.0 $1.1M 0.32% NEW $110.32 +1.8%
59 PANW PALO ALTO NETWORKS INC Technology 3,027.0 $1.1M 0.30% NEW $357.53 +3.9%
60 BBP ETFIS SER TR I 10,761.0 $1.1M 0.30% NEW $99.30 +6.7%
Page 3 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%