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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 9 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMAT APPLIED MATLS INC Technology 706.0 $419K 0.12% NEW $592.79 -22.1%
162 FMAY FIRST TR EXCHNG TRADED FD VI 7,399.0 $417K 0.12% NEW $56.41 +1.9%
163 AN AUTONATION INC Consumer Cyclical 2,181.0 $416K 0.12% NEW $190.72 +4.9%
164 PAAA PGIM ETF TR 8,077.0 $414K 0.12% NEW $51.27 +0.5%
165 BUFF INNOVATOR ETFS TRUST 7,778.0 $410K 0.12% NEW $52.68 +2.1%
166 OMC OMNICOM GROUP INC Communication Services 5,122.0 $409K 0.12% NEW $79.90 +10.5%
167 MDT MEDTRONIC PLC Healthcare 4,892.0 $406K 0.12% NEW $83.06 +9.8%
168 RPG INVESCO EXCHANGE TRADED FD T 6,691.0 $405K 0.11% NEW $60.50 -5.6%
169 FLMI FRANKLIN TEMPLETON ETF TR 15,994.0 $402K 0.11% NEW $25.11 -2.3%
170 LPLA LPL FINL HLDGS INC Financial Services 1,407.0 $396K 0.11% NEW $281.65 +31.6%
171 KLAC KLA CORP Technology 1,690.0 $394K 0.11% NEW $233.31 -24.8%
172 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 40,206.0 $393K 0.11% NEW $9.77 +18.9%
173 GEV GE VERNOVA INC Utilities 338.0 $390K 0.11% NEW $1153.46 -20.9%
174 SPTM SPDR SERIES TRUST 4,251.0 $388K 0.11% NEW $91.22 +2.2%
175 BKAG BNY MELLON ETF TRUST 9,190.0 $384K 0.11% NEW $41.81 -1.1%
176 AXGN AXOGEN INC Healthcare 8,193.0 $377K 0.11% NEW $45.97 +12.0%
177 ADT ADT INC DEL Industrials 55,286.0 $373K 0.10% NEW $6.75 +11.7%
178 KO COCA COLA CO Consumer Defensive 4,473.0 $371K 0.10% NEW $82.87 +8.2%
179 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,147.0 $368K 0.10% NEW $320.42 -12.5%
180 DBMF LITMAN GREGORY FDS TR 11,732.0 $360K 0.10% NEW $30.65 +2.5%
Page 9 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%