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Portfolio (Quarterly) Guide ↗

Fi3 FINANCIAL ADVISORS, LLC

· CIK 0001862427
13F Portfolio $327M AUM 192 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 42 New 92 Added 42 Reduced 9 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL Alphabet Inc Cap STK Communication Services 10,274.0 $3.2M 0.98% NEW $313.00 +22.4%
2 UCON First TR Exchng (traded FD VIII TCW Unconstrai) 40,762.0 $1.0M 0.31% NEW $25.17 -1.5%
3 BMY Bristol-Myers Squibb Healthcare 10,280.0 $554K 0.17% NEW $53.94 +10.2%
4 TEAM Atlassian Technology 3,351.0 $543K 0.17% NEW $162.14 -47.3%
5 CNC Centene Corp Healthcare 12,904.0 $531K 0.16% NEW $41.15 +43.7%
6 EIX Edison International Utilities 6,754.0 $405K 0.12% NEW $60.02 +18.6%
7 HYG iShares TR iBoxx Hi (YD Etf) 4,739.0 $382K 0.12% NEW $80.63 -0.9%
8 LMT Lockheed Martin Corp Industrials 748.0 $362K 0.11% NEW $483.84 +10.2%
9 AMAT Applied Materials Technology 1,382.0 $355K 0.11% NEW $256.99 +68.2%
10 ISRG Intuitive Surgical Healthcare 600.0 $340K 0.10% NEW $566.36 -22.6%
11 ZM Zoom Video Technology 3,759.0 $324K 0.10% NEW $86.29 +22.4%
12 CMG Chipotle Mexican Consumer Cyclical 8,441.0 $312K 0.10% NEW $37.00 -11.1%
13 MKTX Marketaxess Holdings Financial Services 1,608.0 $291K 0.09% NEW $181.25 -24.3%
14 NEM Newmont Corp Com Basic Materials 2,879.0 $287K 0.09% NEW $99.85 +7.8%
15 IBM IBM Technology 947.0 $281K 0.09% NEW $296.21 -14.3%
16 ROST Ross Stores Inc Consumer Cyclical 1,533.0 $276K 0.08% NEW $180.11 +30.4%
17 JBHT Hunt J.B. Transport Industrials 1,413.0 $275K 0.08% NEW $194.34 +33.2%
18 USB US Bancorp Financial Services 4,958.0 $267K 0.08% NEW $53.92 +1.7%
19 LVS Las Vegas Sands Corp Consumer Cyclical 4,053.0 $264K 0.08% NEW $65.10 -24.1%
20 AXS Axis Cap HLDGS LTD Financial Services 2,444.0 $263K 0.08% NEW $107.53 -7.1%
Page 1 of 3  ·  42 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 29.4%
Financial Services 24.2%
Healthcare 18.2%
Consumer Cyclical 9.1%
Communication Services 6.9%
Industrials 5.3%
Consumer Defensive 3.1%
Energy 1.8%
Utilities 1.2%
Basic Materials 0.8%