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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 10 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CSX CSX CORP Industrials 10,645.0 $437K 0.06% -4K -28.7% $41.05 +11.2%
182 XLF SELECT SECTOR SPDR TR 8,788.0 $434K 0.06% $49.37 +8.5%
183 NUE NUCOR CORP Basic Materials 2,544.0 $430K 0.06% +36.0 +1.4% $169.13 +44.2%
184 GRMN GARMIN LTD Technology 1,824.0 $423K 0.05% -201.0 -9.9% $231.96 +1.0%
185 TMO THERMO FISHER SCIENTIFIC INC Healthcare 860.0 $423K 0.05% +48.0 +5.9% $491.75 -5.5%
186 ISRG INTUITIVE SURGICAL INC Healthcare 917.0 $423K 0.05% +7.0 +0.8% $460.84 -11.7%
187 INTC INTEL CORP Technology 9,536.0 $421K 0.05% +49.0 +0.5% $44.13 +203.6%
188 ABNB AIRBNB INC Consumer Cyclical 3,301.0 $417K 0.05% -330.0 -9.1% $126.28 +12.8%
189 LIN LINDE PLC Basic Materials 838.0 $415K 0.05% +164.0 +24.3% $495.48 +3.4%
190 GWW WW GRAINGER INC Industrials 376.0 $410K 0.05% +18.0 +5.0% $1090.92 +25.2%
191 UDOW PROSHARES TR 8,003.0 $402K 0.05% NEW $50.18 +34.6%
192 SYK STRYKER CORPORATION Healthcare 1,218.0 $400K 0.05% -211.0 -14.8% $328.58 -6.3%
193 DG DOLLAR GEN CORP Consumer Defensive 3,370.0 $400K 0.05% $118.71 -4.4%
194 ICOW PACER FDS TR 9,413.0 $399K 0.05% -180.0 -1.9% $42.44 +1.0%
195 FIX COMFORT SYS USA INC Industrials 290.0 $399K 0.05% -96.0 -24.9% $1376.68 +42.9%
196 SPEM SPDR INDEX SHS FDS 8,490.0 $398K 0.05% +122.0 +1.5% $46.91 +13.2%
197 TXT TEXTRON INC Industrials 4,512.0 $395K 0.05% $87.56 +2.2%
198 TRP TC ENERGY CORP Energy 6,221.0 $389K 0.05% -192.0 -3.0% $62.61 +8.1%
199 WFC WELLS FARGO & CO Financial Services 4,881.0 $389K 0.05% -143.0 -2.9% $79.60 +3.3%
200 VGIT VANGUARD SCOTTSDALE FDS 6,494.0 $387K 0.05% $59.55 -1.2%
Page 10 of 16  ·  317 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%