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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 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FDX FEDEX CORP Industrials 30.0 $9K 0.01% $313.13 +5.7%
122 MGC VANGUARD MEGA 33.0 $9K 0.01% -119.0 -78.3% $270.36 +4.4%
123 XEL XCEL ENERGY Utilities 99.0 $8K 0.01% -377.0 -79.2% $80.36 -4.9%
124 ABT ABBOTT LABORATORIES Healthcare 83.0 $8K 0.01% $90.73 +24.0%
125 BINC ISHARES FLEXIBLE 138.0 $7K 0.01% +2.0 +1.5% $52.33 -0.7%
126 SMH VANECK SEMICONDUCTOR 11.0 $7K 0.01% $655.91 -15.7%
127 GLW CORNING INC Technology 27.0 $7K 0.01% -70.0 -72.2% $254.56 -41.5%
128 SUSA ISHARES ESG 41.0 $6K 0.00% -156.0 -79.2% $155.24 +2.2%
129 EQR EQUITY RESIDENTIAL Real Estate 87.0 $6K 0.00% -326.0 -78.9% $68.02 +0.2%
130 GD GENERAL DYNAMICS Industrials 16.0 $6K 0.00% $355.88 +6.6%
131 LQD ISHARES IBOXX 34.0 $4K 0.00% +1.0 +3.0% $108.53 -2.0%
132 PEP PEPSICO INC Consumer Defensive 25.0 $3K 0.00% $135.40 +4.2%
133 IBIT ISHARES BITCOIN Financial Services 96.0 $3K 0.00% $33.29 +31.9%
134 HYDB ISHARES HIGH 55.0 $3K 0.00% +1.0 +1.9% $47.02 -1.1%
135 FEDEX FREIGHT 15.0 $2K 0.00% NEW $151.00
136 BAX BAXTER INTL Healthcare 73.0 $2K 0.00% $21.32 +22.6%
137 AGI ALAMOS GOLD Basic Materials 33.0 $1K 0.00% $30.33 +21.2%
138 TAK TAKEDA PHARMACEUTICAL Healthcare 50.0 $802.0 0.00% $16.04 +12.4%
139 ZBH ZIMMER BIOMET Healthcare 4.0 $345.0 $86.25 +17.0%
140 SM SM ENERGY Energy 13.0 $339.0 $26.08 +40.4%
Page 7 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%