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Portfolio (Quarterly) Guide ↗

Kraft, Davis & Associates, LLC

· CIK 0001919438
13F Portfolio $469M AUM 151 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 36 Added 54 Reduced 20 Exited
Page 7 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IHF ISHARES TR 6,020.0 $289K 0.06% $48.08 +5.6%
122 VBR VANGUARD INDEX FDS 1,219.0 $283K 0.06% $232.37 -2.7%
123 XLU SELECT SECTOR SPDR TR 5,968.0 $278K 0.06% $46.64 -4.9%
124 DYNF BLACKROCK ETF TRUST 4,349.0 $278K 0.06% NEW $63.97 +2.6%
125 MU MICRON TECHNOLOGY INC Technology 535.0 $274K 0.06% NEW $512.60 +33.0%
126 NXPI NXP SEMICONDUCTORS N V Technology 932.0 $272K 0.06% -66.0 -6.6% $292.20 -0.2%
127 CAMT CAMTEK LTD Technology 1,432.0 $272K 0.06% NEW $189.99 -20.4%
128 BND VANGUARD BD INDEX FDS 3,572.0 $263K 0.06% +68.0 +1.9% $73.55 -1.5%
129 SPSM SPDR SERIES TRUST 4,799.0 $256K 0.06% NEW $53.33 -2.9%
130 T AT&T INC Communication Services 9,687.0 $254K 0.05% $26.19 -6.7%
131 IJR ISHARES TR 1,839.0 $252K 0.05% -335.0 -15.4% $137.04 -2.8%
132 PAVE GLOBAL X FDS 4,424.0 $251K 0.05% -30.0 -0.7% $56.64 -5.1%
133 EFV ISHARES TR 3,197.0 $248K 0.05% NEW $77.68 -0.0%
134 ABT ABBOTT LABORATORIES Healthcare 2,639.0 $239K 0.05% $90.63 -2.0%
135 PSI INVESCO EXCHANGE TRADED FD T 1,800.0 $239K 0.05% NEW $132.66 +7.8%
136 VT VANGUARD INTL EQUITY INDEX F 1,573.0 $238K 0.05% -1K -41.7% $151.15 +1.0%
137 SDY SPDR SERIES TRUST 1,526.0 $229K 0.05% $149.86 -1.4%
138 CRBN ISHARES TR 931.0 $227K 0.05% $244.16 +1.2%
139 SPMD SPDR SERIES TRUST 3,431.0 $219K 0.05% -23K -86.9% $63.76 -1.8%
140 WPC WP CAREY INC Real Estate 2,977.0 $217K 0.05% NEW $73.01 +1.2%
Page 7 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 45.5%
Technology 26.1%
Communication Services 12.3%
Consumer Cyclical 5.8%
Industrials 2.5%
Basic Materials 2.4%
Energy 2.0%
Consumer Defensive 1.6%
Healthcare 1.4%
Real Estate 0.4%