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Portfolio (Quarterly) Guide ↗

Tennessee Valley Asset Management Partners

· CIK 0001826790
13F Portfolio $907M AUM 207 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 207 New
Page 6 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,360.0 $956K 0.10% NEW $703.08 +0.4%
102 GLD SPDR GOLD TR Financial Services 2,530.0 $932K 0.10% NEW $368.38 +8.5%
103 IJH ISHARES TR 11,943.0 $921K 0.10% NEW $77.11 +0.4%
104 GOVT ISHARES TR 38,902.0 $886K 0.10% NEW $22.78 -1.5%
105 SPEM SPDR INDEX SHS FDS 16,454.0 $852K 0.09% NEW $51.78 -0.1%
106 IDEV ISHARES TR 9,359.0 $833K 0.09% NEW $89.02 +3.8%
107 RSP INVESCO EXCHANGE TRADED FD T 3,910.0 $832K 0.09% NEW $212.79 +3.7%
108 BTO HANCOCK JOHN FINL OPPTYS Financial Services 20,719.0 $817K 0.09% NEW $39.42 +4.1%
109 JNJ JOHNSON & JOHNSON Healthcare 3,163.0 $803K 0.09% NEW $253.95 +6.4%
110 IVW ISHARES TR 5,788.0 $796K 0.09% NEW $137.54 +1.5%
111 VBR VANGUARD INDEX FDS 3,103.0 $754K 0.08% NEW $242.98 +2.2%
112 RDDT REDDIT INC Communication Services 4,320.0 $750K 0.08% NEW $173.58 -6.1%
113 V VISA INC Financial Services 2,164.0 $743K 0.08% NEW $343.16 +6.3%
114 VBK VANGUARD INDEX FDS 1,974.0 $722K 0.08% NEW $365.76 -1.8%
115 XOM EXXON MOBIL CORP Energy 4,941.0 $675K 0.07% NEW $136.71 +20.8%
116 SPTI SPDR SERIES TRUST 23,603.0 $670K 0.07% NEW $28.39 -1.0%
117 SPSM SPDR SERIES TRUST 11,161.0 $644K 0.07% NEW $57.67 -0.2%
118 VTWV VANGUARD SCOTTSDALE FDS 3,098.0 $605K 0.07% NEW $195.43 +1.4%
119 IGLB ISHARES TR 12,021.0 $602K 0.07% NEW $50.04 -4.8%
120 AXP AMERICAN EXPRESS CO Financial Services 1,772.0 $599K 0.07% NEW $338.24 -0.2%
Page 6 of 11  ·  207 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 34.8%
Technology 33.7%
Healthcare 7.8%
Communication Services 7.8%
Consumer Cyclical 5.2%
Industrials 5.0%
Consumer Defensive 4.3%
Energy 0.9%
Utilities 0.2%