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Portfolio (Quarterly) Guide ↗

FSM Wealth Advisors, LLC

· CIK 0001942548
13F Portfolio $778M AUM 318 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 132 Added 107 Reduced 15 Exited
Page 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSX CSX CORP Industrials 10,645.0 $437K 0.06% -4K -28.7% $41.05 +11.2%
62 GRMN GARMIN LTD Technology 1,824.0 $423K 0.05% -201.0 -9.9% $231.96 +1.0%
63 ABNB AIRBNB INC Consumer Cyclical 3,301.0 $417K 0.05% -330.0 -9.1% $126.28 +12.8%
64 SYK STRYKER CORPORATION Healthcare 1,218.0 $400K 0.05% -211.0 -14.8% $328.58 -6.3%
65 ICOW PACER FDS TR 9,413.0 $399K 0.05% -180.0 -1.9% $42.44 +1.0%
66 FIX COMFORT SYS USA INC Industrials 290.0 $399K 0.05% -96.0 -24.9% $1376.68 +42.9%
67 TRP TC ENERGY CORP Energy 6,221.0 $389K 0.05% -192.0 -3.0% $62.61 +8.1%
68 WFC WELLS FARGO & CO Financial Services 4,881.0 $389K 0.05% -143.0 -2.9% $79.60 +3.3%
69 ETN EATON CORP PLC Industrials 1,070.0 $383K 0.05% -229.0 -17.6% $357.60 +17.9%
70 JPIE J P MORGAN EXCHANGE TRADED F 8,118.0 $374K 0.05% -764.0 -8.6% $46.07 -0.3%
71 VHT VANGUARD WORLD FD 1,337.0 $364K 0.05% -288.0 -17.7% $272.40 +2.9%
72 GILD GILEAD SCIENCES INC Healthcare 2,596.0 $362K 0.05% -44.0 -1.7% $139.37 -11.2%
73 TIP ISHARES TR 3,207.0 $354K 0.04% -821.0 -20.4% $110.37 -0.9%
74 HEICO CORP NEW 1,590.0 $336K 0.04% -132.0 -7.7% $211.07
75 TGT TARGET CORP Consumer Defensive 2,695.0 $327K 0.04% -169.0 -5.9% $121.19 +7.9%
76 WM WASTE MGMT INC DEL Industrials 1,410.0 $324K 0.04% -80.0 -5.4% $229.82 -6.6%
77 MS MORGAN STANLEY Financial Services 1,839.0 $303K 0.04% -69.0 -3.6% $164.55 +35.6%
78 SPGI S&P GLOBAL INC Financial Services 688.0 $293K 0.04% -134.0 -16.3% $425.55 -3.4%
79 STRL STERLING INFRASTRUCTURE INC Industrials 718.0 $292K 0.04% -12.0 -1.6% $407.27 +111.6%
80 MRSH MARSH & MCLENNAN COS INC Financial Services 1,643.0 $285K 0.04% -163.0 -9.0% $173.40 -6.3%
Page 4 of 6  ·  107 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 31.7%
Financial Services 16.8%
Communication Services 10.0%
Industrials 9.4%
Healthcare 8.1%
Consumer Cyclical 7.5%
Energy 6.3%
Consumer Defensive 4.3%
Utilities 3.0%
Basic Materials 2.1%