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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 14 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BK BANK NEW YORK MELLON CORP Financial Services 2,106.0 $305K 0.03% -102.0 -4.6% $144.63 -1.9%
262 NEM NEWMONT CORP Basic Materials 3,137.0 $293K 0.03% NEW $93.40 +26.0%
263 PCAR PACCAR INC Industrials 2,433.0 $292K 0.03% +119.0 +5.1% $120.14 +6.9%
264 BLK BLACKROCK INC Financial Services 303.0 $291K 0.03% +48.0 +18.8% $960.14 +20.3%
265 COP CONOCOPHILLIPS Energy 2,779.0 $289K 0.03% +111.0 +4.2% $103.97 +23.9%
266 SBUX STARBUCKS CORP Consumer Cyclical 2,799.0 $286K 0.03% +167.0 +6.3% $102.17 +5.7%
267 NVS NOVARTIS AG Healthcare 1,824.0 $286K 0.03% +135.0 +8.0% $156.73 -1.1%
268 NSC NORFOLK SOUTHN CORP Industrials 908.0 $286K 0.03% +86.0 +10.5% $314.65 +9.3%
269 ABNB AIRBNB INC Consumer Cyclical 1,996.0 $286K 0.03% -1K -39.5% $143.11 +29.0%
270 NKE NIKE INC Consumer Cyclical 6,920.0 $284K 0.03% +2K +44.7% $41.05 -2.7%
271 AIQ GLOBAL X FDS 4,322.0 $284K 0.03% NEW $65.61 -4.5%
272 IWR ISHARES TR 2,570.0 $284K 0.03% $110.32 +3.1%
273 AGG ISHARES TR 2,849.0 $282K 0.03% -59.0 -2.0% $98.99 -1.7%
274 VICR VICOR CORP Technology 739.0 $281K 0.03% NEW $379.73 -36.7%
275 SAP SAP SE Technology 1,820.0 $280K 0.03% +173.0 +10.5% $154.09 +37.2%
276 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 395.0 $278K 0.03% $703.27 +0.8%
277 IWD ISHARES TR 1,136.0 $275K 0.03% $242.37 +6.2%
278 BBAX J P MORGAN EXCHANGE TRADED F 4,588.0 $275K 0.03% $59.87 +7.1%
279 GII SPDR INDEX SHS FDS 3,613.0 $274K 0.03% +194.0 +5.7% $75.72 -0.6%
280 CW CURTISS WRIGHT CORP Industrials 359.0 $272K 0.03% +5.0 +1.4% $758.55 -9.1%
Page 14 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%