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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 3 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAH CARDINAL HEALTH INC Healthcare 529.0 $126K 0.34% NEW $237.55 -3.1%
42 VZ VERIZON COMMUNICATIONS I Communication Services 2,895.0 $123K 0.33% NEW $42.34 +17.4%
43 JEPQ JPMORGAN NASDAQ EQUITY 1,965.0 $121K 0.33% NEW $61.46 -3.0%
44 FMF FIRST TRUST MANAGED 2,389.0 $120K 0.32% NEW $50.12 +1.1%
45 IXC ISHARES GLOBAL ENERGY 2,394.0 $118K 0.32% NEW $49.13 +19.6%
46 VNQ VANGUARD REAL ESTATE 1,186.0 $114K 0.31% NEW $96.42 +2.4%
47 FAAR FIRST TRUST ALTERNATIVE 3,555.0 $112K 0.30% NEW $31.62 -0.4%
48 AXP AMERICAN EXPRESS CO Financial Services 332.0 $112K 0.30% NEW $338.25 -0.6%
49 RTX RTX CORP Industrials 579.0 $110K 0.30% NEW $189.73 +11.7%
50 VOD VODAFONE GROUP PLC NEW F Communication Services 8,111.0 $107K 0.29% NEW $13.22 +20.5%
51 FIRST TRUST LONG/SHORT 1,453.0 $107K 0.29% NEW $73.80
52 EFV ISHARES MSCI EAFE VALUE 1,399.0 $107K 0.29% NEW $76.55 +7.4%
53 IGSB ISHARES 1-5 YEAR 2,000.0 $105K 0.28% NEW $52.41 -0.5%
54 HINES GLOBAL INCOME TRUS 10,578.0 $104K 0.28% NEW $9.81
55 INTC INTEL CORP Technology 740.0 $103K 0.28% NEW $139.78 -35.5%
56 HD HOME DEPOT INC Consumer Cyclical 293.0 $103K 0.28% NEW $352.66 -4.4%
57 VOO VANGUARD S&P 500 ETF 143.0 $98K 0.26% NEW $686.79 +2.4%
58 GS GOLDMAN SACHS GROUP INC Financial Services 95.0 $97K 0.26% NEW $1018.25 +0.0%
59 ETN EATON CORP PLC F Industrials 209.0 $89K 0.24% NEW $426.11 -1.1%
60 GILD GILEAD SCIENCES INC Healthcare 703.0 $89K 0.24% NEW $126.33 +16.2%
Page 3 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 49.1%
Technology 15.8%
Healthcare 5.9%
Consumer Defensive 5.4%
Communication Services 4.8%
Consumer Cyclical 4.4%
Energy 4.4%
Industrials 4.3%
Utilities 3.9%
Basic Materials 1.2%