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Portfolio (Quarterly) Guide ↗

Financial Avengers, Inc.

· CIK 0001844393
13F Portfolio $219M AUM 151 positions Filed May 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 151 New
Page 4 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KO THE COCA-COLA CO Consumer Defensive 657.0 $50K 0.02% NEW $76.02 +7.4%
62 ADSK AUTODESK INC Technology 200.0 $48K 0.02% NEW $239.40 -1.0%
63 TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS Healthcare 2,500.0 $46K 0.02% NEW $18.52 -12.8%
64 FSLR FIRST SOLAR INC Energy 225.0 $44K 0.02% NEW $197.26 +38.7%
65 CLX CLOROX CO Consumer Defensive 425.0 $44K 0.02% NEW $103.65 -6.3%
66 TMFG MOTLEY FOOL GLOBAL OPPORTUNITIES ETF 1,555.0 $44K 0.02% NEW $28.26 +9.2%
67 EBAY EBAY INC Consumer Cyclical 451.0 $41K 0.02% NEW $91.07 +21.2%
68 CAT CATERPILLAR INC Industrials 50.0 $36K 0.02% NEW $714.38 +27.4%
69 PEP PEPSICO INC Consumer Defensive 229.0 $36K 0.02% NEW $155.12 -4.8%
70 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 105.0 $35K 0.02% NEW $337.95 +25.1%
71 DHR DANAHER CORP Healthcare 186.0 $35K 0.02% NEW $189.18 -8.5%
72 EAGG ISHARES ESG U.S. AGGREGATE BOND ETF 727.0 $35K 0.02% NEW $47.52 -0.5%
73 EQR EQUITY RESIDENTIAL REIT Real Estate 565.0 $33K 0.01% NEW $59.13 +12.7%
74 HSY HERSHEY CO Consumer Defensive 154.0 $32K 0.01% NEW $208.05 -4.9%
75 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 537.0 $31K 0.01% NEW $56.97
76 TGT TARGET CORP EQUITY CLASS EQUITY Consumer Defensive 252.0 $31K 0.01% NEW $121.29 +5.8%
77 JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF 1,554.0 $30K 0.01% NEW $19.50 +13.9%
78 GLD SPDR GOLD SHARES Financial Services 65.0 $28K 0.01% NEW $430.29 -5.1%
79 AMAT APPLIED MATLS INC Technology 80.0 $27K 0.01% NEW $343.30 +30.6%
80 UNP UNION PAC CORP Industrials 113.0 $27K 0.01% NEW $242.78 +15.1%
Page 4 of 8  ·  151 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 34.6%
Communication Services 18.2%
Financial Services 17.7%
Consumer Cyclical 15.2%
Healthcare 8.8%
Consumer Defensive 4.1%
Industrials 1.1%
Utilities 0.2%
Real Estate 0.1%
Energy 0.0%