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Portfolio (Quarterly) Guide ↗

Rise Advisors, LLC

· CIK 0001831316
13F Portfolio $284M AUM 94 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 36 Added 27 Reduced 8 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION COM Technology 24,566.0 $4.3M 1.52% -163.0 -0.7% $175.75 +9.5%
2 BERKSHIRE HATHAWAY INC DEL CL B NEW 8,093.0 $3.9M 1.36% -721.0 -8.2% $478.52
3 MSFT MICROSOFT CORP COM Technology 8,626.0 $3.2M 1.12% -165.0 -1.9% $369.38 +1.0%
4 AMZN AMAZON COM INC COM Consumer Cyclical 11,339.0 $2.4M 0.84% -76.0 -0.7% $210.57 +10.5%
5 TSLA TESLA INC COM Consumer Cyclical 2,818.0 $1.1M 0.38% -37.0 -1.3% $381.27 -0.4%
6 JPM JPMORGAN CHASE & CO COM Financial Services 3,634.0 $1.1M 0.38% -21.0 -0.6% $295.37 +11.4%
7 TMP TOMPKINS FINL CORP COM Financial Services 11,630.0 $920K 0.32% -1K -11.4% $79.08 +19.1%
8 JAAA JANUS HENDERSON AAA CLO ETF 15,853.0 $799K 0.28% -876.0 -5.2% $50.37 +0.6%
9 CSCO CISCO SYS INC COM Technology 9,724.0 $758K 0.27% -772.0 -7.4% $77.93 +46.0%
10 KO COCA COLA CO COM Consumer Defensive 8,069.0 $614K 0.22% -436.0 -5.1% $76.08 +8.6%
11 BAC BANK AMERICA CORP COM Financial Services 12,311.0 $607K 0.21% -116.0 -0.9% $49.27 +17.5%
12 MCD MCDONALDS CORP COM Consumer Cyclical 1,768.0 $543K 0.19% -90.0 -4.8% $307.26 -12.2%
13 MA MASTERCARD INCORPORATED CL A Financial Services 1,036.0 $509K 0.18% -114.0 -9.9% $491.51 +1.5%
14 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,610.0 $479K 0.17% -17.0 -1.0% $297.33 +13.5%
15 ETN EATON CORP PLC SHS Industrials 1,308.0 $478K 0.17% -272.0 -17.2% $365.45 +10.2%
16 SO SOUTHERN CO COM Utilities 4,443.0 $431K 0.15% -69.0 -1.5% $96.94 +0.2%
17 HD HOME DEPOT INC COM Consumer Cyclical 1,053.0 $347K 0.12% -16.0 -1.5% $329.61 +5.8%
18 MRK MERCK & CO INC COM Healthcare 2,751.0 $332K 0.12% -609.0 -18.1% $120.83 +6.3%
19 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,728.0 $284K 0.10% -1K -39.6% $164.41 +10.2%
20 NSC NORFOLK SOUTHN CORP COM Industrials 971.0 $279K 0.10% -254.0 -20.7% $286.98 +9.0%
Page 1 of 2  ·  27 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
Technology 35.3%
Financial Services 16.6%
Consumer Cyclical 11.3%
Communication Services 9.2%
Industrials 8.4%
Healthcare 7.3%
Consumer Defensive 5.5%
Energy 4.4%
Utilities 2.1%