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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 7 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMI CUMMINS INC Industrials 809.0 $577K 0.06% NEW $713.50 -13.0%
122 USB US BANCORP Financial Services 9,325.0 $563K 0.06% NEW $60.40 +7.3%
123 LLY ELI LILLY & CO Healthcare 467.0 $561K 0.06% NEW $1200.43 +2.1%
124 XLF SELECT SECTOR SPDR TR 10,448.0 $560K 0.06% NEW $53.61 +7.9%
125 DFAX DIMENSIONAL ETF TRUST 15,051.0 $554K 0.06% NEW $36.84 +2.2%
126 IWM ISHARES TR 1,818.0 $546K 0.06% NEW $300.53 -0.1%
127 KO COCA COLA CO Consumer Defensive 6,592.0 $536K 0.06% NEW $81.28 +9.3%
128 URI UNITED RENTALS INC Industrials 470.0 $532K 0.06% NEW $1132.89 -1.5%
129 IWY ISHARES TR 1,822.0 $529K 0.06% NEW $290.59 -1.2%
130 IVE ISHARES TR 2,265.0 $514K 0.06% NEW $227.07 +4.2%
131 VWO VANGUARD INTL EQUITY INDEX F 8,593.0 $513K 0.06% NEW $59.69 -0.1%
132 JNK SPDR SERIES TRUST 5,319.0 $513K 0.06% NEW $96.36 -0.6%
133 DSI ISHARES TR 3,591.0 $511K 0.06% NEW $142.38 +2.7%
134 VGIT VANGUARD SCOTTSDALE FDS 8,631.0 $509K 0.06% NEW $58.98 -1.0%
135 RA BROOKFIELD REAL ASSETS INCOM Financial Services 38,531.0 $496K 0.06% NEW $12.88 -1.9%
136 XLI SELECT SECTOR SPDR TR 2,621.0 $485K 0.05% NEW $185.21 -0.9%
137 INMU BLACKROCK ETF TRUST II 19,993.0 $485K 0.05% NEW $24.25 -2.1%
138 PSX PHILLIPS 66 Energy 2,839.0 $480K 0.05% NEW $169.06 +44.0%
139 BSCS INVESCO EXCH TRD SLF IDX FD 23,115.0 $471K 0.05% NEW $20.36 +0.1%
140 BNDX VANGUARD CHARLOTTE FDS 9,130.0 $442K 0.05% NEW $48.43 -1.7%
Page 7 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%