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Portfolio (Quarterly) Guide ↗

Bryant Woods Investment Advisors, LLC

· CIK 0001910641
13F Portfolio $360M AUM 85 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 37 New 25 Added 8 Reduced 1 Exited
Page 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 2,035.0 $517K 0.14% +157.0 +8.4% $253.94 +5.6%
62 AVGO BROADCOM INC Technology 1,348.0 $509K 0.14% -29.0 -2.1% $377.65 -2.3%
63 ICSH ISHARES TR 8,392.0 $424K 0.12% NEW $50.58 -0.1%
64 VXF VANGUARD INDEX FDS 1,672.0 $412K 0.11% $246.21 -1.6%
65 DYNF BLACKROCK ETF TRUST 5,775.0 $393K 0.11% NEW $68.00 +2.3%
66 XLV SELECT SECTOR SPDR TR 2,375.0 $377K 0.10% NEW $158.68 +7.9%
67 VTI VANGUARD INDEX FDS 815.0 $302K 0.08% +218.0 +36.5% $370.14 +2.5%
68 MPC MARATHON PETE CORP Energy 1,172.0 $300K 0.08% NEW $255.55 +44.3%
69 CRWD CROWDSTRIKE HLDGS INC Technology 383.0 $292K 0.08% NEW $190.79 +14.5%
70 QQQM INVESCO EXCH TRADED FD TR II 939.0 $284K 0.08% NEW $302.81 -2.6%
71 NUE NUCOR CORP Basic Materials 1,148.0 $256K 0.07% NEW $222.77 +12.4%
72 ATI ATI INC Industrials 1,284.0 $253K 0.07% NEW $197.10 +6.9%
73 KLAC KLA CORP Technology 833.0 $251K 0.07% NEW $301.71 -41.8%
74 TDY TELEDYNE TECHNOLOGIES INC Technology 367.0 $245K 0.07% NEW $666.90 -6.7%
75 PPG PPG INDS INC Basic Materials 2,000.0 $243K 0.07% $121.29 -5.8%
76 DFAU DIMENSIONAL ETF TRUST 4,554.0 $235K 0.07% NEW $51.69 +2.8%
77 VST VISTRA CORP Utilities 1,450.0 $230K 0.06% $158.63 -13.6%
78 V VISA INC Financial Services 660.0 $226K 0.06% -27.0 -3.9% $343.09 +11.2%
79 AMGN AMGEN INC Healthcare 617.0 $223K 0.06% NEW $362.12 +19.4%
80 ITOT ISHARES TR 1,336.0 $220K 0.06% NEW $164.34 +2.5%
Page 4 of 5  ·  85 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 65.8%
Financial Services 8.2%
Industrials 8.1%
Consumer Cyclical 6.2%
Basic Materials 4.9%
Healthcare 3.7%
Communication Services 1.7%
Energy 0.8%
Utilities 0.6%
Consumer Defensive 0.1%