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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 8 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VTC VANGUARD SCOTTSDALE FDS 2,813.0 $216K 0.05% $76.87 -1.5%
142 UTWO RBB FD INC 4,480.0 $216K 0.05% -43K -90.5% $48.17 -0.2%
143 RDVI FIRST TR EXCHANGE-TRADED FD 7,817.0 $215K 0.05% $27.48 -2.0%
144 QQXT FIRST TR EXCHANGE-TRADED FD 2,166.0 $214K 0.05% $98.99 -1.8%
145 BA BOEING CO Industrials 934.0 $214K 0.05% -13.0 -1.4% $228.64 -6.0%
146 VGT VANGUARD WORLD FD 2,017.0 $208K 0.04% +2K +381.4% $103.23 +8.0%
147 IHDG WISDOMTREE TR 4,081.0 $203K 0.04% $49.71 -0.1%
148 AEIS ADVANCED ENERGY INDS Industrials 529.0 $203K 0.04% NEW $383.08 -20.9%
149 IVE ISHARES TR 906.0 $202K 0.04% NEW $223.47 +0.4%
150 ABBV ABBVIE INC Healthcare 944.0 $201K 0.04% -261.0 -21.7% $212.67 +0.5%
151 RAMACO RES INC 10,000.0 $148K 0.03% $14.78
Page 8 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%