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Portfolio (Quarterly) Guide ↗

Hansen & Associates Financial Group, Inc.

· CIK 0001873973
13F Portfolio $174M AUM 45 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 29 Added 10 Reduced 3 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLP SELECT SECTOR SPDR TR 25,494.0 $2.1M 1.23% +3K +15.4% $84.10 +1.6%
22 VNQ VANGUARD INDEX FDS 21,413.0 $2.1M 1.19% -395.0 -1.8% $97.24 -0.0%
23 XLU STATE STREET UTILS SELECT SECTOR SPDR ETF 45,927.0 $2.1M 1.19% +2K +4.4% $45.30 -5.7%
24 AMZN AMAZON COM INC Consumer Cyclical 8,520.0 $2.1M 1.19% +767.0 +9.9% $244.16 +9.1%
25 MSFT MICROSOFT CORP Technology 5,232.0 $2.0M 1.16% +1K +35.3% $386.74 +32.8%
26 EFA ISHARES TR 14,065.0 $1.5M 0.85% +3K +23.3% $105.46 +2.1%
27 TSLA TESLA INC Consumer Cyclical 3,486.0 $1.5M 0.84% +508.0 +17.1% $419.77 -16.9%
28 VEA VANGUARD TAX-MANAGED FDS 20,033.0 $1.4M 0.82% +3K +15.8% $71.89 +1.6%
29 META META PLATFORMS INC Communication Services 2,345.0 $1.4M 0.81% +440.0 +23.1% $600.39 -3.7%
30 NFLX NETFLIX INC. Communication Services 16,544.0 $1.3M 0.72% +2K +17.3% $76.02 +7.5%
31 AVGO BROADCOM INC Technology 3,290.0 $1.2M 0.70% -164.0 -4.8% $373.92 -1.4%
32 V VISA INC Financial Services 3,199.0 $1.1M 0.66% -62.0 -1.9% $357.26 +6.8%
33 LLY ELI LILLY & CO Healthcare 945.0 $1.1M 0.65% -157.0 -14.2% $1200.33 -2.3%
34 MA MASTERCARD INCORPORATED Financial Services 1,953.0 $1.0M 0.60% +37.0 +1.9% $533.00 +11.7%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 878.0 $834K 0.48% -128.0 -12.7% $949.89 -0.5%
36 EEM ISHARES TR 11,707.0 $791K 0.45% -8K -40.1% $67.57 -0.6%
37 IJR ISHARES TR 5,216.0 $766K 0.44% +2K +89.4% $146.80 -0.8%
38 XMHQ INVESCO EXCHANGE TRADED FD T 6,251.0 $717K 0.41% +3K +94.7% $114.67 +2.9%
39 UNH UNITEDHEALTH GROUP INC Healthcare 1,186.0 $496K 0.28% NEW $417.99 -6.0%
40 AMD ADVANCED MICRO DEVICES INC Technology 610.0 $337K 0.19% NEW $552.05 -15.7%
Page 2 of 3  ·  45 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 57.2%
Technology 21.2%
Consumer Cyclical 8.6%
Communication Services 7.0%
Healthcare 4.0%
Consumer Defensive 2.0%