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Portfolio (Quarterly) Guide ↗

Cassia Capital Partners, LLC

· CIK 0001844897
13F Portfolio $194M AUM 67 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 44 Added 12 Reduced
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EOG EOG RES INC Energy 10,469.0 $1.5M 0.78% +2K +23.7% $144.58 -6.0%
22 ABBV ABBVIE INC Healthcare 6,954.0 $1.5M 0.78% +318.0 +4.8% $217.51 -1.1%
23 LLY ELI LILLY & CO Healthcare 1,608.0 $1.5M 0.76% +42.0 +2.7% $919.76 +18.2%
24 NFLX NETFLIX INC. Communication Services 15,275.0 $1.5M 0.76% +2K +18.5% $96.15 -8.1%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 29,035.0 $1.5M 0.75% +2K +5.8% $50.20 -2.8%
26 AMZN AMAZON COM INC Consumer Cyclical 6,767.0 $1.4M 0.72% +341.0 +5.3% $208.27 +30.2%
27 MCD MCDONALDS CORP Consumer Cyclical 4,527.0 $1.4M 0.72% +641.0 +16.5% $310.80 -9.1%
28 BAC BANK AMERICA CORP Financial Services 27,739.0 $1.4M 0.70% +1K +4.1% $48.75 +4.3%
29 WM WASTE MGMT INC DEL Industrials 5,854.0 $1.3M 0.69% +279.0 +5.0% $229.77 -5.9%
30 META META PLATFORMS INC Communication Services 2,291.0 $1.3M 0.67% +150.0 +7.0% $572.01 +7.2%
31 RSG REPUBLIC SVCS INC Industrials 5,973.0 $1.3M 0.67% +538.0 +9.9% $219.00 -5.9%
32 V VISA INC Financial Services 4,217.0 $1.3M 0.66% +219.0 +5.5% $302.26 +9.0%
33 MA MASTERCARD INCORPORATED Financial Services 2,434.0 $1.2M 0.63% +113.0 +4.9% $499.68 -1.0%
34 WCN WASTE CONNECTIONS INC Industrials 7,419.0 $1.2M 0.62% +1K +16.4% $161.98 -5.5%
35 PG PROCTER & GAMBLE CO Consumer Defensive 8,258.0 $1.2M 0.61% +1K +14.1% $144.44 +2.2%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 4,683.0 $1.1M 0.58% +4K +504.3% $242.37 +5.4%
37 PGR PROGRESSIVE CORP Financial Services 5,692.0 $1.1M 0.58% +2K +40.4% $198.26 +0.3%
38 VEU VANGUARD INTL EQUITY INDEX F 14,973.0 $1.1M 0.58% +6K +61.2% $75.10 +11.6%
39 IBIT ISHARES BITCOIN TRUST ETF Financial Services 26,677.0 $1.0M 0.53% +12K +76.2% $38.42 +10.9%
40 UNH UNITEDHEALTH GROUP INC Healthcare 3,479.0 $941K 0.48% +1K +45.1% $270.59 +41.6%
Page 2 of 3  ·  44 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 36.4%
Technology 14.9%
Healthcare 10.4%
Communication Services 9.8%
Industrials 8.0%
Consumer Cyclical 7.5%
Energy 4.8%
Consumer Defensive 4.5%
Utilities 2.2%
Basic Materials 1.5%