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Portfolio (Quarterly) Guide ↗

Stegent Equity Advisors, Inc.

· CIK 0001908976
13F Portfolio $140M AUM 112 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 112 New
Page 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PWR QUANTA SVCS INC Industrials 1,555.0 $1.1M 0.80% NEW $719.90 -16.3%
42 FIW FIRST TR EXCHANGE-TRADED FD 9,793.0 $1.1M 0.77% NEW $109.52 +0.9%
43 SPDW SPDR INDEX SHS FDS 20,973.0 $1.1M 0.76% NEW $50.39 +2.9%
44 AVLV AMERICAN CENTY ETF TR 11,193.0 $1.0M 0.73% NEW $91.21 +3.1%
45 AVGO BROADCOM INC Technology 2,397.0 $905K 0.65% NEW $377.75 -2.4%
46 FMKT TIDAL TRUST I 40,045.0 $877K 0.63% NEW $21.90 +3.1%
47 IEO ISHARES TR 7,950.0 $873K 0.63% NEW $109.83 +22.7%
48 EMLP FIRST TR EXCHANGE-TRADED FD 19,991.0 $870K 0.62% NEW $43.50 +1.1%
49 CHRD CHORD ENERGY CORPORATION Energy 6,906.0 $789K 0.57% NEW $114.30 +27.7%
50 NOC NORTHROP GRUMMAN CORP Industrials 1,547.0 $788K 0.56% NEW $509.27 +7.1%
51 MSFT MICROSOFT CORP Technology 2,040.0 $761K 0.55% NEW $373.09 +37.6%
52 HSY HERSHEY CO Consumer Defensive 4,093.0 $718K 0.52% NEW $175.47 +2.0%
53 KO COCA COLA CO Consumer Defensive 8,176.0 $664K 0.48% NEW $81.27 +10.3%
54 FEGE RBB FUND TRUST 13,199.0 $646K 0.46% NEW $48.92 +8.9%
55 SPYG SPDR SERIES TRUST 5,271.0 $627K 0.45% NEW $118.99 +1.9%
56 BALT INNOVATOR ETFS TRUST 18,075.0 $619K 0.44% NEW $34.27 +1.4%
57 IAU ISHARES GOLD TR Financial Services 7,832.0 $591K 0.42% NEW $75.51 +11.0%
58 GOOG ALPHABET INC 1,663.0 $588K 0.42% NEW $353.33
59 KBWP INVESCO EXCH TRADED FD TR II 4,542.0 $576K 0.41% NEW $126.76 +6.5%
60 PG PROCTER & GAMBLE CO Consumer Defensive 3,903.0 $572K 0.41% NEW $146.64 -2.0%
Page 3 of 6  ·  112 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
Technology 20.6%
Energy 18.7%
Financial Services 16.9%
Communication Services 11.3%
Consumer Defensive 10.2%
Healthcare 9.4%
Industrials 7.6%
Basic Materials 3.0%
Real Estate 1.3%
Consumer Cyclical 1.0%