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Portfolio (Quarterly) Guide ↗

BARNES PETTEY FINANCIAL ADVISORS, LLC

· CIK 0001908288
13F Portfolio $319M AUM 175 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 76 Added 25 Reduced 2 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TCAI TORTOISE CAPITAL SERIES TRUS 11,490.0 $643K 0.20% NEW $55.92 -20.9%
2 AMD ADVANCED MICRO DEVICES INC Technology 929.0 $540K 0.17% NEW $580.91 -20.9%
3 MU MICRON TECHNOLOGY INC Technology 403.0 $465K 0.15% NEW $1154.29 -19.1%
4 TIP ISHARES TR 4,114.0 $450K 0.14% NEW $109.42 -2.4%
5 VGSH VANGUARD SCOTTSDALE FDS 7,364.0 $429K 0.13% NEW $58.20 -0.6%
6 PSI INVESCO EXCHANGE TRADED FD T 2,064.0 $388K 0.12% NEW $187.82 -31.9%
7 JMUB J P MORGAN EXCHANGE TRADED F 6,112.0 $310K 0.10% NEW $50.65 -3.0%
8 DDOG DATADOG INC Technology 1,130.0 $294K 0.09% NEW $260.36 -14.3%
9 CGBL CAPITAL GROUP CORE BALANCED 7,175.0 $272K 0.09% NEW $37.96 -0.5%
10 VYM VANGUARD WHITEHALL FDS 1,629.0 $257K 0.08% NEW $158.03 +3.2%
11 POWL POWELL INDS INC Industrials 891.0 $255K 0.08% NEW $286.36 -39.8%
12 TDIV FIRST TR EXCHANGE TRADED FD 2,091.0 $240K 0.07% NEW $114.88 -0.6%
13 THG HANOVER INS GROUP INC Financial Services 1,039.0 $222K 0.07% NEW $214.12 +5.3%
14 IWD ISHARES TR 906.0 $220K 0.07% NEW $242.43 +5.5%
15 ARKG ARK ETF TR 5,187.0 $218K 0.07% NEW $42.06 +11.5%
16 GE GE AEROSPACE Industrials 561.0 $210K 0.07% NEW $373.77 -11.5%
17 CGNG CAPITAL GROUP NEW GEOGRAPHY 5,573.0 $209K 0.07% NEW $37.46 -2.9%
18 MRVL MARVELL TECHNOLOGY INC Technology 700.0 $209K 0.07% NEW $297.89 -29.6%
19 KO COCA COLA CO Consumer Defensive 2,531.0 $206K 0.06% NEW $81.26 +8.2%
20 HFSI HARTFORD FDS EXCHANGE TRADED 5,726.0 $201K 0.06% NEW $35.17 -1.4%
Page 1 of 2  ·  21 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 30.0%
Technology 23.0%
Consumer Defensive 10.1%
Industrials 9.7%
Consumer Cyclical 7.1%
Communication Services 4.9%
Healthcare 4.7%
Utilities 4.5%
Energy 3.2%
Real Estate 2.7%