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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMT LOCKHEED MARTIN CORP Industrials 686.0 $349K 0.25% NEW $509.46 +10.7%
82 RSP INVESCO EXCHANGE TRADED FD T 1,639.0 $349K 0.25% NEW $212.77 +3.7%
83 BUFF INNOVATOR ETFS TRUST 6,460.0 $340K 0.24% NEW $52.68 +2.1%
84 AVMV AMERICAN CENTY ETF TR 4,220.0 $340K 0.24% NEW $80.54 +1.2%
85 AMZN AMAZON COM INC Consumer Cyclical 1,423.0 $339K 0.24% NEW $238.34 +11.8%
86 TKO TKO GROUP HOLDINGS INC Communication Services 1,660.0 $334K 0.24% NEW $201.31 -8.3%
87 ILMN ILLUMINA INC Healthcare 1,786.0 $314K 0.23% NEW $175.83 +22.6%
88 SPSM SPDR SERIES TRUST 5,371.0 $310K 0.22% NEW $57.67 -1.9%
89 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,701.0 $303K 0.22% NEW $112.30 +36.5%
90 DIVO AMPLIFY ETF TR 6,606.0 $302K 0.22% NEW $45.70 +6.0%
91 CARNIVAL CORP LTD 10,110.0 $289K 0.21% NEW $28.57
92 TXN TEXAS INSTRS INC Technology 960.0 $286K 0.20% NEW $298.07 -13.2%
93 PAAS PAN AMERN SILVER CORP Basic Materials 6,347.0 $284K 0.20% NEW $44.79 +18.0%
94 PTNQ PACER FDS TR 3,197.0 $283K 0.20% NEW $88.65 -2.6%
95 COWG PACER FDS TR 6,815.0 $274K 0.20% NEW $40.15 -0.3%
96 BWXT BWX TECHNOLOGIES INC Industrials 1,404.0 $273K 0.20% NEW $194.65 -21.5%
97 TIP ISHARES TR 2,286.0 $250K 0.18% NEW $109.43 -2.3%
98 VT VANGUARD INTL EQUITY INDEX F 1,588.0 $249K 0.18% NEW $156.95 +2.6%
99 JNJ JOHNSON & JOHNSON Healthcare 979.0 $249K 0.18% NEW $253.99 +5.5%
100 EIPI FIRST TR EXCHNG TRADED FD VI 10,906.0 $238K 0.17% NEW $21.84 +3.7%
Page 5 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%