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Portfolio (Quarterly) Guide ↗

Journey Advisory Group, LLC

· CIK 0001840085
13F Portfolio $1.3B AUM 282 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 50 New 78 Added 130 Reduced 30 Exited
Page 4 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NEE NEXTERA ENERGY INC Utilities 68,216.0 $6.0M 0.46% -2K -2.9% $87.77 -4.7%
62 EWT ISHARES INC 54,048.0 $5.9M 0.45% -48K -47.2% $108.61 -4.0%
63 EWH ISHARES INC 276,964.0 $5.8M 0.44% -134K -32.7% $20.92 +11.6%
64 RRC RANGE RES CORP Energy 155,470.0 $5.8M 0.44% +43K +38.2% $37.19 +10.4%
65 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,722.0 $5.8M 0.44% -1K -12.2% $746.77 +2.5%
66 GS GOLDMAN SACHS GROUP INC Financial Services 5,663.0 $5.7M 0.44% -654.0 -10.3% $1011.37 +2.8%
67 IJR ISHARES TR 37,827.0 $5.6M 0.43% -27K -41.4% $148.31 -0.7%
68 CSX CSX CORP Industrials 117,565.0 $5.6M 0.43% -25K -17.4% $47.53 +8.5%
69 EWJ ISHARES INC 59,513.0 $5.6M 0.42% -5K -7.3% $93.27 +2.0%
70 AMP AMERIPRISE FINL INC Financial Services 12,021.0 $5.5M 0.42% -187.0 -1.5% $458.74 +21.1%
71 XOM EXXON MOBIL CORP Energy 39,174.0 $5.4M 0.41% -9K -18.9% $136.72 +20.8%
72 KLAC KLA CORP Technology 17,290.0 $5.2M 0.40% +16K +1412.7% $301.71 -39.0%
73 CAT CATERPILLAR INC Industrials 4,838.0 $5.2M 0.39% -285.0 -5.6% $1064.90 -22.3%
74 RTX RTX CORPORATION Industrials 27,147.0 $5.2M 0.39% +15K +120.2% $189.73 +10.6%
75 LMT LOCKHEED MARTIN CORP Industrials 9,833.0 $5.0M 0.38% +232.0 +2.4% $509.48 +10.6%
76 CINF CINCINNATI FINL CORP Financial Services 26,510.0 $4.9M 0.38% -292.0 -1.1% $185.14 -9.1%
77 KMB KIMBERLY-CLARK CORP Consumer Defensive 44,645.0 $4.9M 0.38% +42K +1584.1% $109.79 -0.4%
78 MDT MEDTRONIC PLC Healthcare 62,121.0 $4.9M 0.38% +59K +2099.0% $78.89 +18.3%
79 VDE VANGUARD WORLD FD 32,074.0 $4.8M 0.37% NEW $150.13 +19.6%
80 BDX BECTON DICKINSON & CO Healthcare 31,816.0 $4.8M 0.37% NEW $151.33 +26.9%
Page 4 of 15  ·  282 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 24.4%
Financial Services 16.2%
Industrials 12.0%
Healthcare 11.6%
Consumer Defensive 11.4%
Consumer Cyclical 6.6%
Communication Services 6.4%
Energy 6.4%
Basic Materials 2.3%
Utilities 2.0%