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Portfolio (Quarterly) Guide ↗

Collier Financial

· CIK 0001902901
13F Portfolio $131M AUM 136 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 39 Added 27 Reduced 3 Exited
Page 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PANW PALO ALTO Technology 240.0 $38K 0.03% $160.32 +57.8%
82 AGG ISHARES CORE 384.0 $38K 0.03% +3.0 +0.8% $99.26 -0.9%
83 COST COSTCO WHOLESALE Consumer Defensive 38.0 $38K 0.03% $996.42 +5.4%
84 XEL XCEL ENERGY Utilities 476.0 $38K 0.03% +4.0 +0.8% $79.37 +0.6%
85 MGC VANGUARD MEGA 152.0 $36K 0.03% +1.0 +0.7% $235.62 +16.0%
86 SPAB STATE STREET 1,273.0 $33K 0.03% +9.0 +0.7% $25.62 -1.1%
87 IUSB ISHARES CORE 697.0 $32K 0.03% +6.0 +0.9% $46.17 -0.8%
88 IYW ISHARES TECHNOLOGY 175.0 $32K 0.02% +1.0 +0.6% $181.13 +32.5%
89 CI CIGNA GROUP Healthcare 117.0 $31K 0.02% +1.0 +0.9% $266.23 +5.9%
90 WMT WALMART INC Consumer Defensive 246.0 $31K 0.02% $124.16 +5.4%
91 BLK BLACKROCK FDG Financial Services 31.0 $30K 0.02% $971.13 +9.5%
92 BAC BANK AMERICA Financial Services 585.0 $28K 0.02% $48.71 +5.7%
93 GSY INVESCO ULTRA 537.0 $27K 0.02% $50.08 +0.0%
94 SBUX STARBUCKS CORP Consumer Cyclical 293.0 $26K 0.02% $89.47 +19.0%
95 SUSA ISHARES ESG 197.0 $26K 0.02% +1.0 +0.5% $132.02 +14.1%
96 EQR EQUITY RESIDENTIAL Real Estate 413.0 $24K 0.02% +5.0 +1.2% $59.20 +11.1%
97 GII STATES STREET 300.0 $23K 0.02% $76.02 +0.8%
98 AMD ADVANCED MICRO Technology 112.0 $23K 0.02% NEW $203.43 +121.0%
99 MCD MCDONALDS CORP Consumer Cyclical 70.0 $22K 0.02% $310.79 -8.6%
100 ULST STATE STREET 528.0 $21K 0.02% -226.0 -30.0% $40.50 -0.1%
Page 5 of 7  ·  136 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 68.5%
Technology 10.0%
Industrials 6.8%
Consumer Cyclical 5.6%
Consumer Defensive 3.6%
Real Estate 2.2%
Utilities 1.5%
Healthcare 1.3%
Communication Services 0.5%
Basic Materials 0.0%