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Portfolio (Quarterly) Guide ↗

ADE, LLC

· CIK 0001845950
13F Portfolio $237M AUM 93 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 93 New
Page 2 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 52,213.0 $1.6M 0.67% NEW $30.17 +11.4%
22 SUB ISHARES TR 14,433.0 $1.5M 0.65% NEW $106.47 -0.5%
23 GOVT ISHARES TR 67,105.0 $1.5M 0.65% NEW $22.78 -1.9%
24 PTLC PACER FDS TR 26,121.0 $1.5M 0.64% NEW $58.26 +3.0%
25 IWS ISHARES TR 7,579.0 $1.2M 0.53% NEW $164.60 +3.4%
26 XOM EXXON MOBIL CORP Energy 8,941.0 $1.2M 0.52% NEW $136.72 +16.6%
27 SGDM SPROTT ETF TRUST 19,355.0 $1.2M 0.51% NEW $62.87 +31.9%
28 TSLA TESLA INC Consumer Cyclical 2,620.0 $1.1M 0.47% NEW $420.60 -15.8%
29 CAT CATERPILLAR INC Industrials 1,029.0 $1.1M 0.46% NEW $1064.96 -23.6%
30 EMR EMERSON ELEC CO Industrials 7,360.0 $1.1M 0.45% NEW $143.15 +6.8%
31 VT VANGUARD INTL EQUITY INDEX F 6,540.0 $1.0M 0.43% NEW $156.96 +3.0%
32 BERKSHIRE HATHAWAY INC DEL 2,025.0 $1.0M 0.43% NEW $500.39
33 AMD ADVANCED MICRO DEVICES INC Technology 1,717.0 $997K 0.42% NEW $580.91 -17.8%
34 IJR ISHARES TR 6,323.0 $938K 0.40% NEW $148.31 -2.0%
35 AMGN AMGEN INC Healthcare 2,551.0 $924K 0.39% NEW $362.06 +20.8%
36 PG PROCTER & GAMBLE CO Consumer Defensive 6,065.0 $889K 0.38% NEW $146.64 -0.1%
37 MBB ISHARES TR 8,729.0 $825K 0.35% NEW $94.52 -1.9%
38 VWO VANGUARD INTL EQUITY INDEX F 13,786.0 $823K 0.35% NEW $59.69 +2.9%
39 SCHB SCHWAB STRATEGIC TR 26,502.0 $768K 0.32% NEW $28.96 +2.7%
40 VTEB VANGUARD MUN BD FDS 14,212.0 $719K 0.30% NEW $50.58 -3.4%
Page 2 of 5  ·  93 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 37.0%
Financial Services 15.5%
Consumer Defensive 14.8%
Industrials 12.0%
Healthcare 7.8%
Consumer Cyclical 7.0%
Energy 4.2%
Basic Materials 1.7%