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Portfolio (Quarterly) Guide ↗

Latitude Advisors, LLC

· CIK 0001843715
13F Portfolio $251M AUM 239 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 111 Added 78 Reduced 23 Exited
Page 1 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 19,210.0 $14.4M 5.74% -937.0 -4.7% $748.88 +3.3%
2 GLD SPDR GOLD TR Financial Services 12,497.0 $4.6M 1.84% -987.0 -7.3% $368.39 +10.4%
3 AMZN AMAZON COM INC Consumer Cyclical 16,889.0 $4.0M 1.60% -1K -5.9% $238.34 +8.5%
4 VIG VANGUARD SPECIALIZED FUNDS 11,461.0 $2.7M 1.08% -63.0 -0.6% $236.63 +2.3%
5 VTI VANGUARD INDEX FDS 6,848.0 $2.5M 1.01% -88.0 -1.3% $370.02 +2.6%
6 AVGO BROADCOM INC Technology 6,088.0 $2.3M 0.92% -689.0 -10.2% $377.73 -5.3%
7 MSFT MICROSOFT CORP Technology 5,843.0 $2.2M 0.87% -1K -20.2% $372.99 +34.0%
8 CAT CATERPILLAR INC Industrials 2,042.0 $2.2M 0.87% -146.0 -6.7% $1064.94 -23.6%
9 SPYG SPDR SERIES TRUST 16,464.0 $2.0M 0.78% -329.0 -2.0% $118.99 +2.3%
10 LLY ELI LILLY & CO Healthcare 1,513.0 $1.8M 0.72% -25.0 -1.6% $1199.64 -4.3%
11 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,714.0 $1.8M 0.71% -26.0 -0.7% $477.56 -10.2%
12 MU MICRON TECHNOLOGY INC Technology 1,474.0 $1.7M 0.68% -403.0 -21.5% $1154.26 -11.9%
13 JPM JPMORGAN CHASE & CO Financial Services 4,850.0 $1.6M 0.63% -431.0 -8.2% $327.30 +9.6%
14 EFV ISHARES TR 19,128.0 $1.5M 0.58% -489.0 -2.5% $76.55 +8.4%
15 GOOGL ALPHABET INC Communication Services 4,073.0 $1.5M 0.58% -2K -28.3% $357.34 -5.3%
16 QUAL ISHARES TR 6,514.0 $1.4M 0.57% -1K -13.9% $219.42 +1.4%
17 VTV VANGUARD INDEX FDS 5,466.0 $1.2M 0.47% -80.0 -1.4% $217.92 +3.9%
18 TSLA TESLA INC Consumer Cyclical 2,525.0 $1.1M 0.42% -30.0 -1.2% $420.52 -15.8%
19 CTA SIMPLIFY EXCHANGE TRADED FUN 39,412.0 $1.0M 0.41% -8K -16.5% $25.94 +9.6%
20 IYW ISHARES TR 3,963.0 $1000K 0.40% -2K -30.3% $252.23 +0.4%
Page 1 of 4  ·  78 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 29.0%
Financial Services 26.6%
Healthcare 10.5%
Consumer Cyclical 9.9%
Industrials 6.1%
Communication Services 5.5%
Consumer Defensive 4.6%
Energy 3.6%
Utilities 2.9%
Basic Materials 0.8%