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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  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 5,040.0 $3.8M 1.18% -185.0 -3.5% $748.89 +2.1%
2 RJF RAYMOND JAMES FINL INC Financial Services 22,095.0 $3.4M 1.05% -307.0 -1.4% $152.03 +13.9%
3 LRGE LEGG MASON ETF INVT 27,861.0 $2.4M 0.75% -1K -4.8% $85.66 +2.1%
4 FVD FIRST TR EXCHANGE TRADED FD 43,558.0 $2.1M 0.66% -14K -24.1% $48.18 +3.8%
5 SPSB SPDR SER TR 55,883.0 $1.7M 0.53% -455.0 -0.8% $30.01 -0.8%
6 HD HOME DEPOT INC Consumer Cyclical 4,275.0 $1.5M 0.47% -31.0 -0.7% $352.67 -9.5%
7 EMBX VANECK FDS 18,824.0 $966K 0.30% -2K -9.8% $51.31 -1.2%
8 MAA MID-AMER APT CMNTYS INC Real Estate 6,892.0 $958K 0.30% -72.0 -1.0% $138.94 -7.2%
9 FDX FEDEX CORP Industrials 2,781.0 $871K 0.27% -14.0 -0.5% $313.13 +3.1%
10 COWZ PACER FDS TR 13,895.0 $864K 0.27% -1K -9.2% $62.20 +15.4%
11 VEU VANGUARD INTL EQUITY INDEX F 9,857.0 $826K 0.26% -1K -12.7% $83.75 +1.1%
12 BIL SPDR SER TR 7,354.0 $674K 0.21% -2K -18.2% $91.64 -0.3%
13 SPSM SPDR SER TR 11,329.0 $653K 0.20% -897.0 -7.3% $57.67 -3.7%
14 LLY ELI LILLY & CO Healthcare 539.0 $646K 0.20% -10.0 -1.8% $1199.43 -3.4%
15 ABBV ABBVIE INC Healthcare 2,142.0 $539K 0.17% -15.0 -0.7% $251.64 +2.9%
16 TRMK TRUSTMARK CORP Financial Services 10,528.0 $484K 0.15% -808.0 -7.1% $46.01 -2.0%
17 CVX CHEVRON CORP NEW Energy 2,724.0 $452K 0.14% -243.0 -8.2% $165.76 +26.9%
18 GDX VANECK ETF TRUST 5,391.0 $407K 0.13% -44.0 -0.8% $75.45 +26.0%
19 VIG VANGUARD SPECIALIZED FUNDS 1,358.0 $321K 0.10% -567.0 -29.4% $236.55 +1.8%
20 LOW LOWES COS INC Consumer Cyclical 1,301.0 $287K 0.09% -45.0 -3.3% $220.49 -9.5%
Page 1 of 2  ·  25 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%