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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 5 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IUSV ISHARES TR 12,557.0 $1.4M 0.15% NEW $110.15 +4.3%
82 MUB ISHARES TR 12,557.0 $1.4M 0.15% NEW $107.62 -2.1%
83 VTWO VANGUARD SCOTTSDALE FDS 10,998.0 $1.3M 0.15% NEW $121.42 +0.2%
84 AGG ISHARES TR 13,459.0 $1.3M 0.15% NEW $98.98 -1.7%
85 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 114,169.0 $1.3M 0.15% NEW $11.66 -5.1%
86 HD HOME DEPOT INC Consumer Cyclical 3,574.0 $1.3M 0.14% NEW $352.68 -3.3%
87 IWF ISHARES TR 10,052.0 $1.2M 0.14% NEW $124.17 -0.7%
88 IGR CBRE GBL REAL ESTATE INC FD Financial Services 261,160.0 $1.2M 0.13% NEW $4.61 +1.4%
89 SCHO SCHWAB STRATEGIC TR 49,330.0 $1.2M 0.13% NEW $24.14 -0.2%
90 BSCQ INVESCO EXCH TRD SLF IDX FD 59,850.0 $1.2M 0.13% NEW $19.52 +0.2%
91 LRCX LAM RESEARCH CORP Technology 2,583.0 $1.1M 0.12% NEW $433.37 -25.1%
92 LOW LOWES COS INC Consumer Cyclical 5,019.0 $1.1M 0.12% NEW $220.50 -0.9%
93 VCIT VANGUARD SCOTTSDALE FDS 12,986.0 $1.1M 0.12% NEW $82.65 -1.9%
94 INTC INTEL CORP Technology 7,661.0 $1.1M 0.12% NEW $139.63 -31.1%
95 AMD ADVANCED MICRO DEVICES INC Technology 1,821.0 $1.1M 0.12% NEW $580.91 -17.6%
96 ICVT ISHARES TR 8,439.0 $1.0M 0.11% NEW $121.73 -3.9%
97 BWX SPDR SERIES TRUST 45,147.0 $979K 0.11% NEW $21.68 +0.3%
98 VXUS VANGUARD STAR FDS 11,254.0 $962K 0.11% NEW $85.49 +1.2%
99 XLK SELECT SECTOR SPDR TR 5,027.0 $958K 0.11% NEW $190.54 -2.6%
100 BA BOEING CO Industrials 4,425.0 $958K 0.11% NEW $216.46 +4.0%
Page 5 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%