BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

FSM Wealth Advisors, LLC

· CIK 0001942548
13F Portfolio $939M AUM 352 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 46 New 174 Added 80 Reduced 13 Exited
Page 11 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLF SELECT SECTOR SPDR TR 8,248.0 $442K 0.05% -540.0 -6.1% $53.61 +7.9%
202 SPEM SPDR INDEX SHS FDS 8,504.0 $440K 0.05% $51.78 +0.1%
203 HEICO CORP NEW 1,692.0 $436K 0.05% +102.0 +6.4% $257.88
204 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,947.0 $436K 0.05% +54.0 +2.9% $223.97 +21.8%
205 GRMN GARMIN LTD Technology 1,823.0 $433K 0.05% $237.56 +25.2%
206 LOW LOWES COS INC Consumer Cyclical 1,960.0 $432K 0.05% -246.0 -11.2% $220.54 -0.7%
207 MS MORGAN STANLEY Financial Services 2,041.0 $427K 0.04% +202.0 +11.0% $209.06 +3.3%
208 TSLA PUT TESLA INC Consumer Cyclical 1,000.0 $421K 0.04% NEW $420.60 -19.8%
209 TRP TC ENERGY CORP Energy 6,322.0 $419K 0.04% +101.0 +1.6% $66.29 -3.3%
210 LMT LOCKHEED MARTIN CORP Industrials 822.0 $419K 0.04% +58.0 +7.6% $509.70 +18.6%
211 TXT TEXTRON INC Industrials 4,559.0 $418K 0.04% +47.0 +1.0% $91.73 -4.4%
212 TMO THERMO FISHER SCIENTIFIC INC Healthcare 826.0 $414K 0.04% -34.0 -4.0% $501.22 +17.2%
213 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,406.0 $408K 0.04% +20.0 +1.4% $290.54 -3.4%
214 CWI SPDR INDEX SHS FDS 10,031.0 $408K 0.04% $40.67 +1.1%
215 MDT MEDTRONIC PLC Healthcare 5,153.0 $403K 0.04% -302.0 -5.5% $78.23 +18.3%
216 ANET ARISTA NETWORKS INC Technology 2,358.0 $401K 0.04% +98.0 +4.3% $169.91 +13.1%
217 CEG CONSTELLATION ENERGY CORP Utilities 1,611.0 $400K 0.04% -169.0 -9.5% $248.42 +11.4%
218 VHT VANGUARD WORLD FD 1,336.0 $399K 0.04% $298.91 +6.7%
219 TGT TARGET CORP Consumer Defensive 3,052.0 $399K 0.04% +357.0 +13.2% $130.63 +17.8%
220 SYK STRYKER CORPORATION Healthcare 1,259.0 $396K 0.04% +41.0 +3.4% $314.87 +6.4%
Page 11 of 18  ·  350 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 36.4%
Financial Services 16.2%
Communication Services 9.8%
Industrials 9.4%
Healthcare 7.3%
Consumer Cyclical 7.2%
Energy 5.0%
Consumer Defensive 3.6%
Utilities 2.5%
Basic Materials 2.1%