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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 1 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG STATE STREET 182,496.0 $21.7M 14.86% -22K -10.7% $118.99 +1.9%
2 SPYV STATE STREET 330,680.0 $20.1M 13.75% +28K +9.1% $60.79 +4.5%
3 SPTI STATE STREET 681,284.0 $19.3M 13.23% +34K +5.3% $28.39 -1.2%
4 SPMB STATE STREET 494,650.0 $11.0M 7.55% -134K -21.3% $22.31 -1.4%
5 SPDW STATE STREET 210,651.0 $10.6M 7.26% -1K -0.6% $50.39 +2.9%
6 SPIB STATE STREET 315,654.0 $10.6M 7.23% +11K +3.6% $33.46 -1.1%
7 SPSM STATE STREET 131,424.0 $7.6M 5.18% -17K -11.3% $57.67 -1.9%
8 SPEM STATE STREET 98,781.0 $5.1M 3.50% +5K +5.7% $51.78 +1.9%
9 SPHQ INVESCO S&P 49,390.0 $4.5M 3.04% -725.0 -1.4% $90.10 -4.9%
10 USMV ISHARES MSCI 37,368.0 $3.6M 2.47% +37K +10000.0% $96.46 +5.5%
11 SLYG STATE STREET 29,352.0 $3.5M 2.39% +7K +31.3% $119.13 -4.2%
12 SLYV STATE STREET 31,176.0 $3.4M 2.33% +30K +4266.4% $109.11 +0.5%
13 SPGI S&P GLOBAL Financial Services 5,899.0 $2.4M 1.64% $407.27 +8.7%
14 SPYM STATE STREET 20,188.0 $1.8M 1.21% -496.0 -2.4% $87.88 +3.1%
15 GOVT ISHARES U S 73,609.0 $1.7M 1.15% +4K +5.8% $22.78 -1.4%
16 SPYD STATE STREET 30,686.0 $1.5M 1.00% +1K +4.1% $47.71 +4.8%
17 BIL STATE STREET 12,955.0 $1.2M 0.81% -969.0 -7.0% $91.64 +0.0%
18 SGOV ISHARES 0-3 11,024.0 $1.1M 0.76% -830.0 -7.0% $100.67 +0.0%
19 FGD FIRST TRUST 29,623.0 $948K 0.65% -4K -11.1% $31.99 +11.4%
20 BILS STATE STREET 9,073.0 $902K 0.62% -858.0 -8.6% $99.37 +0.0%
Page 1 of 8  ·  141 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%