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Portfolio (Quarterly) Guide ↗

CFS Investment Advisory Services, LLC

· CIK 0001845688
13F Portfolio $1.5B AUM 357 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 357 New
Page 14 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AOS SMITH A O CORP Industrials 7,383.0 $463K 0.03% NEW $62.72 +0.6%
262 CI THE CIGNA GROUP Healthcare 1,607.0 $462K 0.03% NEW $287.77 -3.6%
263 VYM VANGUARD WHITEHALL FDS 2,892.0 $461K 0.03% NEW $159.48 +3.4%
264 EXPD EXPEDITORS INTL WASH INC Industrials 2,721.0 $456K 0.03% NEW $167.57 +12.1%
265 SPAB SPDR SERIES TRUST 17,618.0 $447K 0.03% NEW $25.40 -1.2%
266 UPS UNITED PARCEL SVCS INC Industrials 3,999.0 $443K 0.03% NEW $110.66 -7.8%
267 XEL XCEL ENERGY INC Utilities 5,375.0 $441K 0.03% NEW $81.96 -6.9%
268 WFC WELLS FARGO & CO Financial Services 5,084.0 $435K 0.03% NEW $85.51 -2.0%
269 SHEL SHELL PLC Energy 5,523.0 $431K 0.03% NEW $78.02 +19.6%
270 STLD STEEL DYNAMICS INC Basic Materials 1,932.0 $426K 0.03% NEW $220.39 +3.8%
271 MKC MCCORMICK & CO INC Consumer Defensive 7,906.0 $423K 0.03% NEW $53.45 +3.7%
272 SMDV PROSHARES TR 5,475.0 $422K 0.03% NEW $77.01 -0.1%
273 ETN EATON CORP PLC Industrials 1,052.0 $419K 0.03% NEW $398.52 +5.2%
274 YUM YUM BRANDS INC Consumer Cyclical 2,544.0 $419K 0.03% NEW $164.73 -7.1%
275 CMCSA COMCAST CORP NEW Communication Services 17,570.0 $418K 0.03% NEW $23.79 +12.9%
276 BDX BECTON DICKINSON & CO Healthcare 2,636.0 $417K 0.03% NEW $158.08 +21.5%
277 ED CONSOLIDATED EDISON INC Utilities 3,617.0 $412K 0.03% NEW $114.00 -6.7%
278 GEV GE VERNOVA INC Utilities 369.0 $411K 0.03% NEW $1113.11 -14.0%
279 PH PARKER-HANNIFIN CORP Industrials 416.0 $401K 0.03% NEW $962.89 +4.0%
280 PFE PFIZER INC Healthcare 16,411.0 $399K 0.03% NEW $24.32 +15.4%
Page 14 of 18  ·  357 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
Technology 24.7%
Financial Services 17.2%
Healthcare 14.7%
Industrials 12.6%
Consumer Defensive 9.3%
Basic Materials 5.0%
Consumer Cyclical 5.0%
Energy 4.3%
Utilities 4.2%
Communication Services 2.9%