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Portfolio (Quarterly) Guide ↗

Greenspring Advisors, LLC

· CIK 0001922200
13F Portfolio $1.8B AUM 355 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 148 Added 88 Reduced 10 Exited
Page 6 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 7,144.0 $452K 0.03% +2K +29.7% $63.25 +18.6%
102 UBS UBS GROUP AG Financial Services 8,881.0 $440K 0.02% +2K +21.4% $49.56 +8.4%
103 URI UNITED RENTALS INC Industrials 384.0 $435K 0.02% +19.0 +5.2% $1132.91 -4.4%
104 WF WOORI FINL GROUP INC Financial Services 7,379.0 $424K 0.02% +1K +16.1% $57.40 +21.1%
105 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 17,783.0 $419K 0.02% +656.0 +3.8% $23.58 +6.0%
106 ICICI BANK LIMITED 14,162.0 $411K 0.02% +1K +9.9% $29.03
107 SCHW SCHWAB CHARLES CORP Financial Services 4,346.0 $401K 0.02% +588.0 +15.7% $92.27 +23.2%
108 IUSV ISHARES TR 3,573.0 $394K 0.02% +400.0 +12.6% $110.15 +4.5%
109 LIN LINDE PLC Basic Materials 728.0 $378K 0.02% +89.0 +13.9% $518.96 -5.6%
110 SKM SK TELECOM CO LTD Communication Services 11,369.0 $366K 0.02% +935.0 +9.0% $32.16 +24.4%
111 LYG LLOYDS BANKING GROUP PLC Financial Services 61,884.0 $361K 0.02% +3K +4.6% $5.83 +3.6%
112 BCS BARCLAYS PLC Financial Services 13,243.0 $356K 0.02% +506.0 +4.0% $26.86 +0.4%
113 ING ING GROEP N.V. Financial Services 11,216.0 $352K 0.02% +339.0 +3.1% $31.38 +11.6%
114 LPL LG DISPLAY CO LTD Technology 85,716.0 $333K 0.02% +28K +48.0% $3.89 -15.4%
115 BNS BANK NOVA SCOTIA B C Financial Services 3,778.0 $328K 0.02% +275.0 +7.8% $86.84 +0.0%
116 PNC PNC FINL SVCS GROUP INC Financial Services 1,300.0 $320K 0.02% +12.0 +0.9% $246.16 -1.0%
117 AZN ASTRAZENECA PLC Healthcare 1,685.0 $319K 0.02% +303.0 +21.9% $189.60 -12.1%
118 SPGI S&P GLOBAL INC Financial Services 769.0 $313K 0.02% +139.0 +22.1% $407.26 +6.9%
119 CHT CHUNGHWA TELECOM CO LTD Communication Services 6,991.0 $309K 0.02% +636.0 +10.0% $44.26 -2.5%
120 KEP KOREA ELEC PWR CORP Utilities 25,413.0 $307K 0.02% +11K +77.1% $12.10 -6.5%
Page 6 of 8  ·  148 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 39.4%
Financial Services 20.5%
Healthcare 9.4%
Consumer Cyclical 8.4%
Communication Services 7.2%
Industrials 6.0%
Consumer Defensive 4.0%
Energy 2.1%
Utilities 1.8%
Basic Materials 1.1%