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Portfolio (Quarterly) Guide ↗

Scott Capital Advisors, LLC

· CIK 0001905673
13F Portfolio $639M AUM 66 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 30 Added 13 Reduced 2 Exited
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAG CONAGRA BRANDS INC Consumer Defensive 18,328.0 $247K 0.04% $13.46 +22.2%
62 IBDT ISHARES TR 9,117.0 $230K 0.04% NEW $25.25 -0.2%
63 IVW ISHARES TR 1,576.0 $217K 0.03% NEW $137.51 +1.0%
64 SPHY SPDR SERIES TRUST 9,181.0 $215K 0.03% $23.44 -0.6%
65 VIGI VANGUARD WHITEHALL FDS 2,295.0 $214K 0.03% -19.0 -0.8% $93.36 +5.6%
66 WMT WALMART INC Consumer Defensive 1,781.0 $202K 0.03% +107.0 +6.4% $113.24 -8.4%
Page 4 of 4  ·  66 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 69.8%
Technology 18.8%
Consumer Cyclical 4.9%
Consumer Defensive 2.2%
Healthcare 2.1%
Real Estate 1.6%
Industrials 0.6%