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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 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 5,857.0 $1.7M 0.89% +171.0 +3.0% $294.18 +1.1%
22 DUK DUKE ENERGY CORP NEW Utilities 12,862.0 $1.7M 0.87% +2K +16.4% $130.94 -4.3%
23 FDX FEDEX CORP Industrials 4,712.0 $1.7M 0.86% +91.0 +2.0% $356.21 +15.6%
24 BERKSHIRE HATHAWAY INC DEL 3,480.0 $1.7M 0.86% +148.0 +4.4% $479.18
25 T AT&T INC Communication Services 55,984.0 $1.6M 0.83% +5K +9.1% $28.99 -13.5%
26 GOOGL ALPHABET INC Communication Services 5,613.0 $1.6M 0.83% -1K -17.6% $287.57 +36.0%
27 WMT WALMART INC Consumer Defensive 12,514.0 $1.6M 0.80% +292.0 +2.4% $124.28 -4.3%
28 AVGO BROADCOM INC Technology 4,950.0 $1.5M 0.79% -636.0 -11.4% $309.53 +35.4%
29 EOG EOG RES INC Energy 10,469.0 $1.5M 0.78% +2K +23.7% $144.58 -5.7%
30 ABBV ABBVIE INC Healthcare 6,954.0 $1.5M 0.78% +318.0 +4.8% $217.51 -0.9%
31 LLY ELI LILLY & CO Healthcare 1,608.0 $1.5M 0.76% +42.0 +2.7% $919.76 +18.2%
32 NFLX NETFLIX INC. Communication Services 15,275.0 $1.5M 0.76% +2K +18.5% $96.15 -8.8%
33 VZ VERIZON COMMUNICATIONS INC Communication Services 29,035.0 $1.5M 0.75% +2K +5.8% $50.20 -2.7%
34 GM GENERAL MTRS CO Consumer Cyclical 19,429.0 $1.4M 0.74% -2K -8.9% $74.50 +12.3%
35 AMZN AMAZON COM INC Consumer Cyclical 6,767.0 $1.4M 0.72% +341.0 +5.3% $208.27 +29.3%
36 MCD MCDONALDS CORP Consumer Cyclical 4,527.0 $1.4M 0.72% +641.0 +16.5% $310.80 -9.3%
37 BAC BANK AMERICA CORP Financial Services 27,739.0 $1.4M 0.70% +1K +4.1% $48.75 +5.2%
38 WM WASTE MGMT INC DEL Industrials 5,854.0 $1.3M 0.69% +279.0 +5.0% $229.77 -6.0%
39 META META PLATFORMS INC Communication Services 2,291.0 $1.3M 0.67% +150.0 +7.0% $572.01 +6.9%
40 RSG REPUBLIC SVCS INC Industrials 5,973.0 $1.3M 0.67% +538.0 +9.9% $219.00 -6.0%
Page 2 of 4  ·  67 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%