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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 9 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 THG HANOVER INS GROUP INC Financial Services 1,039.0 $222K 0.07% NEW $214.12 +5.3%
162 T AT&T INC Communication Services 10,725.0 $222K 0.07% +3K +34.8% $20.70 +25.9%
163 CRM SALESFORCE INC Technology 1,410.0 $221K 0.07% -75.0 -5.0% $156.66 +64.5%
164 IWD ISHARES TR 906.0 $220K 0.07% NEW $242.43 +5.5%
165 ARKG ARK ETF TR 5,187.0 $218K 0.07% NEW $42.06 +11.5%
166 GE GE AEROSPACE Industrials 561.0 $210K 0.07% NEW $373.77 -11.5%
167 CGNG CAPITAL GROUP NEW GEOGRAPHY 5,573.0 $209K 0.07% NEW $37.46 -2.9%
168 MRVL MARVELL TECHNOLOGY INC Technology 700.0 $209K 0.07% NEW $297.89 -29.6%
169 CMS CMS ENERGY CORP Utilities 2,700.0 $207K 0.07% $76.50 -11.3%
170 RTX RTX CORPORATION Industrials 1,084.0 $206K 0.06% -50.0 -4.4% $189.73 +7.8%
171 KO COCA COLA CO Consumer Defensive 2,531.0 $206K 0.06% NEW $81.26 +8.2%
172 JNJ JOHNSON & JOHNSON Healthcare 801.0 $203K 0.06% -63.0 -7.3% $253.97 +6.8%
173 HFSI HARTFORD FDS EXCHANGE TRADED 5,726.0 $201K 0.06% NEW $35.17 -1.4%
174 LEG LEGGETT & PLATT INC Consumer Cyclical 10,025.0 $117K 0.04% NEW $11.71 -21.4%
175 RCG RENN FD INC Financial Services 12,289.0 $37K 0.01% $2.99 -1.4%
Page 9 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%