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Portfolio (Quarterly) Guide ↗

Cassia Capital Partners, LLC

· CIK 0001844897
13F Portfolio $185M AUM 63 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 1,566.0 $1.7M 0.91% NEW $1074.66 +0.8%
22 BERKSHIRE HATHAWAY INC DEL 3,332.0 $1.7M 0.91% NEW $502.63
23 JNJ JOHNSON & JOHNSON Healthcare 7,996.0 $1.7M 0.90% NEW $206.94 +11.8%
24 ABBV ABBVIE INC Healthcare 6,636.0 $1.5M 0.82% NEW $228.51 -5.7%
25 MRK MERCK & CO INC Healthcare 14,188.0 $1.5M 0.81% NEW $105.26 +14.2%
26 AMZN AMAZON COM INC Consumer Cyclical 6,426.0 $1.5M 0.80% NEW $230.81 +17.8%
27 BAC BANK AMERICA CORP Financial Services 26,651.0 $1.5M 0.79% NEW $55.00 -7.1%
28 XOM EXXON MOBIL CORP Energy 12,086.0 $1.5M 0.79% NEW $120.34 +23.0%
29 META META PLATFORMS INC Communication Services 2,141.0 $1.4M 0.77% NEW $659.94 -3.7%
30 V VISA INC Financial Services 3,998.0 $1.4M 0.76% NEW $350.72 -6.6%
31 WMT WALMART INC Consumer Defensive 12,222.0 $1.4M 0.74% NEW $111.41 +6.4%
32 FDX FEDEX CORP Industrials 4,621.0 $1.3M 0.72% NEW $288.86 +42.6%
33 MA MASTERCARD INCORPORATED Financial Services 2,321.0 $1.3M 0.72% NEW $570.89 -13.3%
34 DUK DUKE ENERGY CORP NEW Utilities 11,047.0 $1.3M 0.70% NEW $117.21 +6.9%
35 T AT&T INC Communication Services 51,310.0 $1.3M 0.69% NEW $24.84 +0.2%
36 KO COCA COLA CO Consumer Defensive 18,059.0 $1.3M 0.68% NEW $69.91 +16.7%
37 WM WASTE MGMT INC DEL Industrials 5,575.0 $1.2M 0.66% NEW $219.73 -1.9%
38 NFLX NETFLIX INC Communication Services 12,894.0 $1.2M 0.65% NEW $93.76 -6.8%
39 MCD MCDONALDS CORP Consumer Cyclical 3,886.0 $1.2M 0.64% NEW $305.62 -8.1%
40 RSG REPUBLIC SVCS INC Industrials 5,435.0 $1.2M 0.62% NEW $211.94 -3.0%
Page 2 of 4  ·  63 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 36.3%
Technology 15.9%
Healthcare 10.4%
Communication Services 10.1%
Consumer Cyclical 9.5%
Industrials 7.2%
Consumer Defensive 5.6%
Energy 3.3%
Utilities 1.8%