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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 5 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JGRO J P MORGAN EXCHANGE TRADED F 7,757.0 $765K 0.24% +863.0 +12.5% $98.59 -5.6%
82 FLXR TCW ETF TRUST 18,738.0 $735K 0.23% +745.0 +4.1% $39.21 -1.5%
83 CGHM CAPITAL GRP FIXED INCM ETF T 28,251.0 $730K 0.23% +6K +29.1% $25.85 -2.9%
84 CAT CATERPILLAR INC Industrials 670.0 $713K 0.22% $1064.90 -26.8%
85 AFL AFLAC INC Financial Services 6,068.0 $711K 0.22% $117.25 -1.0%
86 BIV VANGUARD BD INDEX FDS 9,234.0 $708K 0.22% +48.0 +0.5% $76.70 -2.4%
87 DELL DELL TECHNOLOGIES INC Technology 1,588.0 $685K 0.21% $431.46 -1.6%
88 ORCL ORACLE CORP Technology 4,659.0 $683K 0.21% +150.0 +3.3% $146.56 -3.6%
89 BIL SPDR SER TR 7,354.0 $674K 0.21% -2K -18.2% $91.64 -0.3%
90 SPSM SPDR SER TR 11,329.0 $653K 0.20% -897.0 -7.3% $57.67 -3.6%
91 SMH VANECK ETF TRUST 993.0 $651K 0.20% +149.0 +17.6% $655.89 -16.9%
92 LLY ELI LILLY & CO Healthcare 539.0 $646K 0.20% -10.0 -1.8% $1199.43 -3.3%
93 TCAI TORTOISE CAPITAL SERIES TRUS 11,490.0 $643K 0.20% NEW $55.92 -21.2%
94 COST COSTCO WHSL CORP NEW Consumer Defensive 652.0 $610K 0.19% +25.0 +4.0% $935.47 +0.5%
95 UNP UNION PAC CORP Industrials 2,153.0 $586K 0.18% $271.98 +6.9%
96 EPD ENTERPRISE PRODUCTS PARTNERS L 15,750.0 $579K 0.18% $36.76
97 HMOP HARTFORD FDS EXCHANGE TRADED 14,298.0 $560K 0.17% +213.0 +1.5% $39.15 -2.2%
98 MUNI PIMCO ETF TR 10,630.0 $559K 0.17% +87.0 +0.8% $52.60 -2.6%
99 ROK ROCKWELL AUTOMATION INC Industrials 1,100.0 $545K 0.17% $495.08 -15.7%
100 AMD ADVANCED MICRO DEVICES INC Technology 929.0 $540K 0.17% NEW $580.91 -20.9%
Page 5 of 9  ·  175 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%