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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 2 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 6,088.0 $2.3M 0.92% -689.0 -10.2% $377.73 -5.3%
22 CGGO CAPITAL GROUP GBL GROWTH EQT 51,605.0 $2.2M 0.87% +14K +36.5% $42.33 -4.2%
23 MSFT MICROSOFT CORP Technology 5,843.0 $2.2M 0.87% -1K -20.2% $372.99 +34.0%
24 CAT CATERPILLAR INC Industrials 2,042.0 $2.2M 0.87% -146.0 -6.7% $1064.94 -23.6%
25 KMLM KRANESHARES TRUST 78,827.0 $2.2M 0.86% $27.52 +8.9%
26 IWF ISHARES TR 16,836.0 $2.1M 0.83% +14K +433.5% $124.17 -0.6%
27 IVW ISHARES TR 14,917.0 $2.1M 0.82% +3K +27.9% $137.53 +2.2%
28 AGGA EA SERIES TRUST 80,997.0 $2.0M 0.81% +27K +51.1% $25.13 -0.9%
29 SPYG SPDR SERIES TRUST 16,464.0 $2.0M 0.78% -329.0 -2.0% $118.99 +2.3%
30 LLY ELI LILLY & CO Healthcare 1,513.0 $1.8M 0.72% -25.0 -1.6% $1199.64 -4.3%
31 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,714.0 $1.8M 0.71% -26.0 -0.7% $477.56 -10.2%
32 VUG VANGUARD INDEX FDS 20,050.0 $1.7M 0.69% +18K +704.9% $86.14 +2.7%
33 VT VANGUARD INTL EQUITY INDEX F 10,939.0 $1.7M 0.69% +4K +67.9% $156.96 +3.0%
34 MU MICRON TECHNOLOGY INC Technology 1,474.0 $1.7M 0.68% -403.0 -21.5% $1154.26 -11.9%
35 IUSB ISHARES TR 36,617.0 $1.7M 0.67% +8K +25.8% $46.15 -2.0%
36 PPI INVESTMENT MANAGERS SER TR I 78,650.0 $1.7M 0.67% +5K +7.1% $21.29 +0.3%
37 ROE EA SERIES TRUST 37,294.0 $1.6M 0.63% +2K +4.8% $42.63 +2.1%
38 JPM JPMORGAN CHASE & CO Financial Services 4,850.0 $1.6M 0.63% -431.0 -8.2% $327.30 +9.6%
39 CAOS EA SERIES TRUST 17,130.0 $1.5M 0.62% +12K +246.6% $90.36 +0.2%
40 EFV ISHARES TR 19,128.0 $1.5M 0.58% -489.0 -2.5% $76.55 +8.4%
Page 2 of 12  ·  239 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%