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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMXC ISHARES INC 4,891.0 $500K 0.20% -2K -27.6% $102.30 -1.2%
42 AMD ADVANCED MICRO DEVICES INC Technology 840.0 $488K 0.20% -158.0 -15.8% $580.91 -17.8%
43 NFLX NETFLIX INC. Communication Services 6,418.0 $458K 0.18% -887.0 -12.1% $71.40 +9.6%
44 IWM ISHARES TR 1,471.0 $442K 0.18% -39.0 -2.6% $300.37 -1.5%
45 FTSM FIRST TR EXCHANGE-TRADED FD 7,288.0 $435K 0.17% -2K -21.1% $59.73 -0.0%
46 MCD MCDONALDS CORP Consumer Cyclical 1,582.0 $428K 0.17% -86.0 -5.2% $270.32 -5.4%
47 MPC MARATHON PETE CORP Energy 1,622.0 $415K 0.17% -128.0 -7.3% $255.69 +52.1%
48 WM WASTE MGMT INC DEL Industrials 1,774.0 $395K 0.16% -740.0 -29.4% $222.93 -1.8%
49 WMT WALMART INC Consumer Defensive 3,422.0 $388K 0.15% -837.0 -19.6% $113.26 -5.4%
50 CSCO CISCO SYS INC Technology 3,279.0 $385K 0.15% -647.0 -16.5% $117.45 -7.0%
51 LIN LINDE PLC Basic Materials 739.0 $383K 0.15% -20.0 -2.6% $518.83 -8.0%
52 SCZ ISHARES TR 4,201.0 $346K 0.14% -121.0 -2.8% $82.27 +6.4%
53 SPMD SPDR SERIES TRUST 5,105.0 $345K 0.14% -104.0 -2.0% $67.56 -1.6%
54 QCOM QUALCOMM INC Technology 1,856.0 $343K 0.14% -523.0 -22.0% $184.80 -8.7%
55 XLY SELECT SECTOR SPDR TR 2,863.0 $336K 0.13% -87.0 -3.0% $117.29 -2.0%
56 TBIL RBB FD INC 6,650.0 $332K 0.13% -84.0 -1.2% $49.86 +0.1%
57 CEG CONSTELLATION ENERGY CORP Utilities 1,319.0 $328K 0.13% -173.0 -11.6% $248.40 +20.4%
58 TIP ISHARES TR 2,936.0 $321K 0.13% -74.0 -2.5% $109.43 -2.2%
59 AMAT APPLIED MATLS INC Technology 433.0 $313K 0.12% -778.0 -64.2% $723.76 -37.2%
60 CVX CHEVRON CORPORATION Energy 1,866.0 $309K 0.12% -745.0 -28.5% $165.74 +25.8%
Page 3 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%