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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WCN WASTE CONNECTIONS INC Industrials 6,375.0 $1.1M 0.61% NEW $175.61 -13.7%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 27,439.0 $1.1M 0.60% NEW $40.73 +18.4%
43 HD HOME DEPOT INC Consumer Cyclical 3,097.0 $1.1M 0.58% NEW $344.05 -7.6%
44 PG PROCTER AND GAMBLE CO Consumer Defensive 7,239.0 $1.0M 0.56% NEW $143.31 +2.9%
45 PGR PROGRESSIVE CORP Financial Services 4,055.0 $923K 0.50% NEW $227.70 -13.5%
46 EOG EOG RES INC Energy 8,465.0 $889K 0.48% NEW $105.02 +27.9%
47 IWF ISHARES TR 1,820.0 $861K 0.47% NEW $473.30 -73.4%
48 UNH UNITEDHEALTH GROUP INC Healthcare 2,398.0 $792K 0.43% NEW $330.16 +16.3%
49 IBIT ISHARES BITCOIN TRUST ETF Financial Services 15,137.0 $752K 0.41% NEW $49.65 -14.5%
50 ACWI ISHARES TR 4,970.0 $703K 0.38% NEW $141.49 +11.4%
51 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,264.0 $702K 0.38% NEW $310.25 +24.4%
52 VEU VANGUARD INTL EQUITY INDEX F 9,289.0 $683K 0.37% NEW $73.56 +13.9%
53 IWR ISHARES TR 6,578.0 $633K 0.34% NEW $96.27 +10.8%
54 LOW LOWES COS INC Consumer Cyclical 2,130.0 $514K 0.28% NEW $241.19 -10.0%
55 EDIV SPDR INDEX SHS FDS 12,700.0 $497K 0.27% NEW $39.15 +5.9%
56 IWD ISHARES TR 1,814.0 $382K 0.21% NEW $210.34 +13.1%
57 VFMF VANGUARD WELLINGTON FD 2,150.0 $324K 0.17% NEW $150.72 +14.2%
58 GVI ISHARES TR 2,991.0 $322K 0.17% NEW $107.63 -1.4%
59 PEP PEPSICO INC Consumer Defensive 1,960.0 $281K 0.15% NEW $143.52 +2.9%
60 RTX RTX CORPORATION Industrials 1,420.0 $260K 0.14% NEW $183.40 -3.7%
Page 3 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%