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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 16 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SO SOUTHERN CO Utilities 2,573.0 $246K 0.03% +150.0 +6.2% $95.69 -3.6%
302 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,626.0 $242K 0.03% +104.0 +4.1% $92.09 -2.0%
303 MRSH MARSH & MCLENNAN COS INC Financial Services 1,443.0 $241K 0.03% -200.0 -12.2% $166.71 +10.5%
304 EQIX EQUINIX INC Real Estate 231.0 $240K 0.03% +15.0 +6.9% $1040.39 +5.5%
305 DVN DEVON ENERGY CORP NEW Energy 5,781.0 $239K 0.03% NEW $41.32 +15.1%
306 MGC VANGUARD WORLD FD 873.0 $239K 0.03% $273.63 +3.4%
307 MYCJ SSGA ACTIVE TR 9,526.0 $235K 0.03% $24.70 -1.0%
308 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,773.0 $235K 0.03% +11.0 +0.6% $132.53 +3.2%
309 COF CAPITAL ONE FINL CORP Financial Services 1,170.0 $235K 0.03% NEW $200.59 +10.4%
310 TMUS T-MOBILE US INC Communication Services 1,399.0 $235K 0.03% +85.0 +6.5% $167.74 +7.4%
311 CRS CARPENTER TECHNOLOGY CORP Industrials 379.0 $234K 0.03% NEW $616.86 -12.1%
312 TDG TRANSDIGM GROUP INC Industrials 175.0 $234K 0.03% NEW $1334.81 -7.3%
313 HACK AMPLIFY ETF TR 2,224.0 $233K 0.03% NEW $104.91 +10.2%
314 EXC EXELON CORP Utilities 4,955.0 $231K 0.03% +120.0 +2.5% $46.62 -2.3%
315 CRM SALESFORCE INC Technology 1,472.0 $231K 0.03% -1K -47.9% $156.71 +21.9%
316 IJK ISHARES TR 1,951.0 $229K 0.02% NEW $117.51 +1.4%
317 AEP AMERICAN ELEC PWR CO INC Utilities 1,654.0 $226K 0.02% +58.0 +3.6% $136.80 -7.5%
318 GD GENERAL DYNAMICS CORP Industrials 634.0 $225K 0.02% +25.0 +4.1% $354.37 +10.4%
319 EME EMCOR GROUP INC Industrials 270.0 $224K 0.02% -23.0 -7.8% $829.99 +3.9%
320 RYANAIR HOLDINGS PLC 3,452.0 $224K 0.02% -174.0 -4.8% $64.75
Page 16 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%