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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 13 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PM PHILIP MORRIS INTL INC Consumer Defensive 1,956.0 $354K 0.02% -15.0 -0.8% $180.91 +5.8%
242 PL PLANET LABS PBC Industrials 10,662.0 $353K 0.02% -1K -8.6% $33.13 -34.9%
243 ING ING GROEP N.V. Financial Services 11,216.0 $352K 0.02% +339.0 +3.1% $31.38 +11.6%
244 SDY SPDR SERIES TRUST 2,310.0 $352K 0.02% $152.18 +4.6%
245 RDY DR REDDYS LABS LTD Healthcare 23,976.0 $347K 0.02% -3K -12.1% $14.49 -15.7%
246 XSW SPDR SERIES TRUST 2,010.0 $345K 0.02% $171.81 +17.4%
247 MFG MIZUHO FINANCIAL GROUP INC Financial Services 35,103.0 $336K 0.02% -299.0 -0.8% $9.58 +6.8%
248 LPL LG DISPLAY CO LTD Technology 85,716.0 $333K 0.02% +28K +48.0% $3.89 -15.4%
249 XLK SELECT SECTOR SPDR TR 1,737.0 $331K 0.02% $190.56 -5.5%
250 IWO ISHARES TR 838.0 $330K 0.02% -9.0 -1.1% $394.08 -2.8%
251 BNS BANK NOVA SCOTIA B C Financial Services 3,778.0 $328K 0.02% +275.0 +7.8% $86.84 +0.0%
252 MSI MOTOROLA SOLUTIONS INC Technology 784.0 $326K 0.02% -35.0 -4.3% $415.29 +15.9%
253 PNC PNC FINL SVCS GROUP INC Financial Services 1,300.0 $320K 0.02% +12.0 +0.9% $246.16 -1.0%
254 AZN ASTRAZENECA PLC Healthcare 1,685.0 $319K 0.02% +303.0 +21.9% $189.60 -12.1%
255 GEM GOLDMAN SACHS ETF TR 6,132.0 $319K 0.02% $52.00 -2.8%
256 VOT VANGUARD INDEX FDS 1,027.0 $315K 0.02% -364.0 -26.2% $306.30 -1.3%
257 SPGI S&P GLOBAL INC Financial Services 769.0 $313K 0.02% +139.0 +22.1% $407.26 +6.9%
258 CHT CHUNGHWA TELECOM CO LTD Communication Services 6,991.0 $309K 0.02% +636.0 +10.0% $44.26 -2.5%
259 KEP KOREA ELEC PWR CORP Utilities 25,413.0 $307K 0.02% +11K +77.1% $12.10 -6.5%
260 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,978.0 $307K 0.02% +87.0 +1.8% $61.76 -8.2%
Page 13 of 18  ·  355 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%