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Portfolio (Quarterly) Guide ↗

DHJJ Financial Advisors, Ltd.

· CIK 0001844716
13F Portfolio $302M AUM 1,081 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 116 Added 125 Reduced 17 Exited
Page 36 of 55  ·  1,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 IOT SAMSARA INC Technology 100.0 $3K 0.00% $31.69 -1.7%
702 IVW ISHARES TR 28.0 $3K 0.00% $113.14 +17.2%
703 BLD TOPBUILD COR Industrials 9.0 $3K 0.00% $351.33 +21.1%
704 CHKP CHECK POINT SOFTWARE TECH LT Technology 22.0 $3K 0.00% $142.86 -9.0%
705 SCZ ISHARES TR 40.0 $3K 0.00% $78.42 +4.8%
706 CLX CLOROX CO DEL Consumer Defensive 30.0 $3K 0.00% $103.63 -5.9%
707 PIE INVESCO EXCH TRADED FD TR II 118.0 $3K 0.00% $25.99 +24.4%
708 NOVZ ELEVATION SERIES TRUST 72.0 $3K 0.00% -150.0 -67.6% $42.40 +9.1%
709 BCP INVESTMENT CORPORATION 404.0 $3K 0.00% NEW $7.52
710 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 99.0 $3K 0.00% $30.00 -12.0%
711 EMXC ISHARES INC 37.0 $3K 0.00% $78.68 +27.2%
712 VXX BARCLAYS BANK PLC Financial Services 81.0 $3K 0.00% $35.70 -34.0%
713 DAL DELTA AIR LINES INC Industrials 43.0 $3K 0.00% $66.49 +39.2%
714 CCL CARNIVAL CORP Consumer Cyclical 110.0 $3K 0.00% $25.88 +12.3%
715 VLTO VERALTO CORP Industrials 32.0 $3K 0.00% $88.44 +1.5%
716 DJUL FIRST TR EXCHNG TRADED FD VI 60.0 $3K 0.00% $46.75 +7.0%
717 PL PLANET LABS PBC Industrials 100.0 $3K 0.00% $27.95 -3.1%
718 SHYG ISHARES TR 64.0 $3K 0.00% $42.31 +0.1%
719 DRUP GRANITESHARES ETF TR 49.0 $3K 0.00% $54.76 +11.1%
720 TRIPLE FLAG PRECIOUS METAL 77.0 $3K 0.00% NEW $34.71
Page 36 of 55  ·  1,081 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
Financial Services 61.7%
Technology 13.5%
Industrials 10.5%
Consumer Cyclical 4.5%
Healthcare 3.7%
Communication Services 2.5%
Consumer Defensive 1.4%
Energy 0.7%
Basic Materials 0.5%
Utilities 0.5%