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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMZN AMAZON COM Consumer Cyclical 98.0 $20K 0.02% NEW $208.27 +28.9%
102 ORCL ORACLE CORP Technology 137.0 $20K 0.01% +1.0 +0.7% $147.29 +28.8%
103 TGT TARGET CORP Consumer Defensive 166.0 $20K 0.01% $121.20 +0.9%
104 TSLA TESLA INC Consumer Cyclical 54.0 $20K 0.01% NEW $371.76 +12.2%
105 IXC ISHARES GLOBAL 343.0 $20K 0.01% $57.58 -2.6%
106 VWO VANGUARD FSTE 360.0 $19K 0.01% $54.01 +8.7%
107 DIS WALT DISNEY Communication Services 197.0 $19K 0.01% $96.46 +7.4%
108 RTX RTX CORP Industrials 96.0 $19K 0.01% NEW $192.90 -9.4%
109 BA BOEING COMPANY Industrials 92.0 $18K 0.01% +48.0 +109.1% $199.02 +10.3%
110 SRE SEMPRA Utilities 184.0 $18K 0.01% $97.24 -5.9%
111 CRM SALESFORCE INC Technology 95.0 $18K 0.01% +1.0 +1.1% $186.33 -5.4%
112 BERKSHIRE HATHAWAY 36.0 $17K 0.01% $479.19
113 MSFT MICROSOFT CORP Technology 43.0 $16K 0.01% NEW $370.16 +13.2%
114 BSMS INVESCO BULLETSHARES 575.0 $13K 0.01% $23.39 -0.3%
115 GLW CORNING INC Technology 97.0 $13K 0.01% -472.0 -83.0% $135.71 +41.4%
116 AUR AURORA INNOVATION Technology 3,188.0 $13K 0.01% NEW $4.12 +74.0%
117 HEFA ISHARES CURRENCY 298.0 $13K 0.01% $42.46 +6.9%
118 FDX FEDEX CORP Industrials 30.0 $11K 0.01% $356.17 +9.2%
119 IVE ISHARES S&P 48.0 $10K 0.01% $212.65 +6.4%
120 ABT ABBOTT LABORATORIES Healthcare 83.0 $9K 0.01% $102.67 -14.5%
Page 6 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%