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Portfolio (Quarterly) Guide ↗

Collier Financial

· CIK 0001902901
13F Portfolio $146M AUM 141 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 32 Added 38 Reduced 3 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMT LOCKHEED MARTIN Industrials 231.0 $118K 0.08% -32.0 -12.2% $509.03 +10.8%
22 IIGD INVESCO INVESTMENT 4,530.0 $111K 0.08% -85.0 -1.8% $24.45 -0.8%
23 QYLD GLOBAL X 5,809.0 $107K 0.07% -40K -87.3% $18.43 -0.9%
24 AVGO BROADCOM INC Technology 273.0 $103K 0.07% -25.0 -8.4% $377.47 -2.3%
25 DYNF ISHARES U S 1,271.0 $86K 0.06% -568.0 -30.9% $68.02 +2.3%
26 XYLD GLOBAL X 1,900.0 $77K 0.05% -1K -39.0% $40.79 +1.8%
27 HD HOME DEPOT Consumer Cyclical 192.0 $68K 0.05% -19.0 -9.0% $351.88 -6.2%
28 IYW ISHARES TECHNOLOGY 163.0 $41K 0.03% -12.0 -6.9% $251.87 -0.3%
29 GSY INVESCO ULTRA 512.0 $26K 0.02% -25.0 -4.7% $50.11 +0.0%
30 WELL WELLTOWER INC Real Estate 64.0 $14K 0.01% -240.0 -79.0% $225.50 +5.6%
31 MOAT VANECK MORNINGSTAR 106.0 $11K 0.01% -401.0 -79.1% $103.67 +10.9%
32 RDVY FIRST TRUST 127.0 $10K 0.01% -479.0 -79.0% $80.76 +1.6%
33 BA BOEING COMPANY Industrials 44.0 $10K 0.01% -48.0 -52.2% $216.48 -3.1%
34 MGC VANGUARD MEGA 33.0 $9K 0.01% -119.0 -78.3% $270.36 +4.4%
35 XEL XCEL ENERGY Utilities 99.0 $8K 0.01% -377.0 -79.2% $80.36 -4.9%
36 GLW CORNING INC Technology 27.0 $7K 0.01% -70.0 -72.2% $254.56 -41.5%
37 SUSA ISHARES ESG 41.0 $6K 0.00% -156.0 -79.2% $155.24 +2.2%
38 EQR EQUITY RESIDENTIAL Real Estate 87.0 $6K 0.00% -326.0 -78.9% $68.02 +0.2%
Page 2 of 2  ·  38 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 68.8%
Technology 13.0%
Industrials 5.9%
Consumer Cyclical 5.6%
Consumer Defensive 3.6%
Healthcare 1.5%
Utilities 0.7%
Real Estate 0.6%
Communication Services 0.5%
Basic Materials 0.0%