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Portfolio (Quarterly) Guide ↗

Ascentis Independent Advisors

· CIK 0001845003
13F Portfolio $37M AUM 67,453 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 355 New
Page 12 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTIP VANGUARD SHORT-TERM 213.0 $11K 0.03% NEW $50.23 -0.9%
222 AMZU DIREXION DAILY AMZN BULL 304.0 $10K 0.03% NEW $33.21 +12.9%
223 GD GENERAL DYNAMICS CORP Industrials 28.0 $10K 0.03% NEW $354.21 +8.1%
224 SPHY STATE STREET SPDR 400.0 $9K 0.03% NEW $23.44 -0.7%
225 TT TRANE TECHNOLOGIES PLC F Industrials 19.0 $9K 0.03% NEW $491.16 -7.4%
226 CVS CVS HEALTH CORP Healthcare 89.0 $9K 0.03% NEW $103.45 -10.2%
227 MCK MCKESSON CORP Healthcare 12.0 $9K 0.02% NEW $755.58 +14.0%
228 BKNG BOOKING HLDGS INC Consumer Cyclical 50.0 $9K 0.02% NEW $178.24 +17.7%
229 TGT TARGET CORP EQUITY Consumer Defensive 66.0 $9K 0.02% NEW $130.55 +24.9%
230 EVT EV TAX ADVANTAGED DIVIDE Financial Services 305.0 $8K 0.02% NEW $27.68 +5.2%
231 VRT VERTIV HLDGS CO Industrials 25.0 $8K 0.02% NEW $335.44 -22.1%
232 KEYS KEYSIGHT TECHNOLOGIES IN Technology 22.0 $8K 0.02% NEW $350.05 -9.6%
233 JPLD JPMORGAN LIMITED 133.0 $7K 0.02% NEW $52.19 -0.3%
234 BA BOEING CO Industrials 32.0 $7K 0.02% NEW $216.47 -1.2%
235 BRTR ISHARES TOTAL RETURN 137.0 $7K 0.02% NEW $50.32 -1.7%
236 CALM CAL MAINE FOODS INC Consumer Defensive 85.0 $7K 0.02% NEW $80.55 +4.2%
237 FLAGSTAR BANK NTNL ASSOC 451.0 $7K 0.02% NEW $14.93
238 GLD SPDR GOLD SHARES Financial Services 18.0 $7K 0.02% NEW $368.33 +15.2%
239 SHLD GLOBAL X DEFENSE TECH 108.0 $6K 0.02% NEW $59.70 +12.1%
240 DAL DELTA AIR LINES INC DEL Industrials 68.0 $6K 0.02% NEW $93.65 -12.0%
Page 12 of 18  ·  355 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 49.3%
Technology 15.9%
Healthcare 5.9%
Consumer Defensive 5.4%
Communication Services 4.4%
Consumer Cyclical 4.4%
Energy 4.4%
Industrials 4.3%
Utilities 3.9%
Basic Materials 1.2%