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Portfolio (Quarterly) Guide ↗

Kraft, Davis & Associates, LLC

· CIK 0001919438
13F Portfolio $446M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New
Page 3 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UTWO RBB FD INC 47,021.0 $2.3M 0.51% NEW $48.57 -1.0%
42 IGRO ISHARES TR 25,887.0 $2.2M 0.49% NEW $84.60 +3.3%
43 PSC PRINCIPAL EXCHANGE TRADED FD 36,007.0 $2.2M 0.49% NEW $60.26 +3.5%
44 ITA ISHARES TR 9,011.0 $2.1M 0.48% NEW $237.56 -8.1%
45 GLD SPDR GOLD TR Financial Services 4,955.0 $2.1M 0.47% NEW $421.60 -0.8%
46 ILDR FIRST TR EXCHNG TRADED FD VI 60,709.0 $2.1M 0.46% NEW $33.84 +7.2%
47 AMZN AMAZON COM INC Consumer Cyclical 8,208.0 $2.0M 0.45% NEW $242.48 +7.0%
48 GOOG ALPHABET INC Communication Services 5,845.0 $2.0M 0.44% NEW $336.33 +16.9%
49 FS SPECIALTY LENDING FD 129,474.0 $1.8M 0.41% NEW $14.20
50 ITB ISHARES TR 15,917.0 $1.7M 0.39% NEW $108.92 -20.8%
51 SFLR INNOVATOR ETFS TRUST 43,610.0 $1.6M 0.36% NEW $37.33 +1.1%
52 SPMD SPDR SERIES TRUST 26,153.0 $1.6M 0.36% NEW $60.83 +3.0%
53 XLI SELECT SECTOR SPDR TR 8,782.0 $1.4M 0.32% NEW $163.95 +2.9%
54 AAPL APPLE INC Technology 5,267.0 $1.4M 0.31% NEW $260.99 +14.6%
55 SPDW SPDR INDEX SHS FDS 29,389.0 $1.3M 0.30% NEW $45.88 +7.0%
56 KRE SPDR SERIES TRUST 19,228.0 $1.3M 0.28% NEW $66.23 +2.0%
57 VONG VANGUARD SCOTTSDALE FDS 9,747.0 $1.2M 0.27% NEW $122.41 +3.5%
58 META META PLATFORMS INC Communication Services 1,845.0 $1.2M 0.26% NEW $630.73 -3.1%
59 TSLA TESLA INC Consumer Cyclical 2,574.0 $1.2M 0.26% NEW $446.88 -8.3%
60 FXI ISHARES TR 26,987.0 $1.1M 0.24% NEW $40.24 -9.9%
Page 3 of 8  ·  151 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 45.1%
Technology 26.4%
Communication Services 12.2%
Consumer Cyclical 6.1%
Industrials 3.1%
Energy 2.4%
Healthcare 1.9%
Consumer Defensive 1.5%
Basic Materials 1.2%