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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 6 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ULST STATE STREET 530.0 $21K 0.01% $40.44 -0.1%
102 ORCL ORACLE CORP Technology 138.0 $20K 0.01% +1.0 +0.7% $146.07 +3.2%
103 DIS WALT DISNEY Communication Services 197.0 $19K 0.01% $96.32 +12.2%
104 MCD MCDONALDS CORP Consumer Cyclical 70.0 $19K 0.01% $270.31 -2.0%
105 RTX RTX CORP Industrials 96.0 $18K 0.01% $190.51 +11.1%
106 BERKSHIRE HATHAWAY 36.0 $18K 0.01% $500.39
107 IXC ISHARES GLOBAL 348.0 $17K 0.01% +5.0 +1.5% $49.10 +16.3%
108 SRE SEMPRA Utilities 184.0 $17K 0.01% $92.78 -9.1%
109 MSFT MICROSOFT CORP Technology 43.0 $16K 0.01% $373.88 +37.4%
110 IWF ISHARES RUSSELL 128.0 $16K 0.01% +116.0 +966.7% $124.32 -1.3%
111 CRM SALESFORCE INC Technology 95.0 $15K 0.01% $156.37 +63.7%
112 WELL WELLTOWER INC Real Estate 64.0 $14K 0.01% -240.0 -79.0% $225.50 +5.5%
113 HEFA ISHARES CURRENCY 298.0 $14K 0.01% $46.89 +0.8%
114 AVUV AVANTIS U S 109.0 $14K 0.01% NEW $124.84 +0.6%
115 BSMS INVESCO BULLETSHARES 575.0 $13K 0.01% $23.44 -0.5%
116 CVS CVS HEALTH Healthcare 108.0 $11K 0.01% $103.45 -10.0%
117 IVE ISHARES S&P 49.0 $11K 0.01% +1.0 +2.1% $224.90 +5.5%
118 MOAT VANECK MORNINGSTAR 106.0 $11K 0.01% -401.0 -79.1% $103.67 +10.9%
119 RDVY FIRST TRUST 127.0 $10K 0.01% -479.0 -79.0% $80.76 +1.6%
120 BA BOEING COMPANY Industrials 44.0 $10K 0.01% -48.0 -52.2% $216.48 -3.1%
Page 6 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%