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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 15 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SHEL SHELL PLC Energy 3,492.0 $271K 0.03% NEW $77.54 +18.6%
282 CI THE CIGNA GROUP Healthcare 979.0 $270K 0.03% +72.0 +7.9% $275.67 +1.8%
283 BWA BORGWARNER INC Consumer Cyclical 4,055.0 $269K 0.03% -657.0 -13.9% $66.41 +2.6%
284 MSI MOTOROLA SOLUTIONS INC Technology 647.0 $269K 0.03% +145.0 +28.9% $415.01 +13.0%
285 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 7,522.0 $265K 0.03% $35.22 +2.5%
286 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,056.0 $264K 0.03% NEW $249.98 -1.3%
287 ULTA ULTA BEAUTY INC Consumer Cyclical 582.0 $263K 0.03% +82.0 +16.4% $451.35 +16.0%
288 UBER UBER TECHNOLOGIES INC Technology 3,636.0 $262K 0.03% +191.0 +5.5% $72.16 +6.2%
289 ENTG ENTEGRIS INC Technology 1,455.0 $262K 0.03% NEW $179.88 -17.3%
290 SPYX SPDR SERIES TRUST 4,271.0 $261K 0.03% $61.10 +3.0%
291 OXY OCCIDENTAL PETE CORP Energy 5,355.0 $260K 0.03% +125.0 +2.4% $48.57 +22.6%
292 NVT NVENT ELEC PLC Industrials 1,527.0 $259K 0.03% -401.0 -20.8% $169.63 -2.4%
293 DJIA GLOBAL X FDS 11,687.0 $259K 0.03% NEW $22.14 +3.3%
294 YUM YUM BRANDS INC Consumer Cyclical 1,615.0 $258K 0.03% +104.0 +6.9% $159.82 -8.7%
295 TRV TRAVELERS COMPANIES INC Financial Services 777.0 $257K 0.03% -8.0 -1.0% $330.27 +11.8%
296 MO ALTRIA GROUP INC Consumer Defensive 3,545.0 $255K 0.03% +297.0 +9.1% $71.95 -9.7%
297 FVD FIRST TR EXCHANGE-TRADED FD 5,285.0 $255K 0.03% $48.18 +5.5%
298 XLV SELECT SECTOR SPDR TR 1,602.0 $254K 0.03% $158.66 +7.2%
299 CDNS CADENCE DESIGN SYSTEM INC Technology 671.0 $252K 0.03% NEW $375.05 -15.3%
300 BA BOEING CO Industrials 1,152.0 $249K 0.03% NEW $216.41 +4.2%
Page 15 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%