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Portfolio (Quarterly) Guide ↗

Fiduciary Alliance LLC

· CIK 0001954805
13F Portfolio $1.5B AUM 535 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 535 New
Page 16 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ROK ROCKWELL AUTOMATION INC COM Industrials 1,603.0 $794K 0.05% NEW $495.08 -13.2%
302 QQH HCM DEFENDER 100 INDEX ETF 9,199.0 $787K 0.05% NEW $85.60 -3.8%
303 FDX FEDEX CORP COM Industrials 2,485.0 $778K 0.05% NEW $313.14 +6.7%
304 VGK VANGUARD FTSE EUROPE ETF 8,703.0 $771K 0.05% NEW $88.54 +4.6%
305 DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 25,250.0 $767K 0.05% NEW $30.37 -7.8%
306 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 11,320.0 $765K 0.05% NEW $67.56 -1.2%
307 NSC NORFOLK SOUTHN CORP COM Industrials 2,422.0 $762K 0.05% NEW $314.54 +12.2%
308 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 9,055.0 $748K 0.05% NEW $82.65 -1.8%
309 IWD ISHARES RUSSELL 1000 VALUE ETF 3,067.0 $744K 0.05% NEW $242.45 +6.5%
310 TDY TELEDYNE TECHNOLOGIES INC COM Technology 1,113.0 $742K 0.05% NEW $666.90 -6.3%
311 SCHA Schwab U.S. Small-Cap 20,307.0 $734K 0.05% NEW $36.13 -4.6%
312 SLV ISHARES SILVER TRUST Financial Services 13,715.0 $733K 0.05% NEW $53.47 +16.3%
313 FAST Fastenal Industrials 15,213.0 $731K 0.05% NEW $48.03 +6.8%
314 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 16,097.0 $730K 0.05% NEW $45.34 -4.7%
315 IJJ iShares S&P Mid-Cap Value ETF 4,848.0 $716K 0.05% NEW $147.73 +0.4%
316 CLH CLEAN HARBORS INC COM Industrials 2,356.0 $704K 0.05% NEW $298.75 +5.0%
317 LGH HCM DEFENDER 500 INDEX ETF 10,915.0 $696K 0.05% NEW $63.76 +2.9%
318 CMI CUMMINS INC COM Industrials 971.0 $692K 0.05% NEW $712.89 -19.8%
319 AEP AMERICAN ELEC PWR CO INC COM Utilities 5,057.0 $692K 0.05% NEW $136.81 -10.8%
320 SCHX Schwab U.S. Large-Cap ETF 23,490.0 $691K 0.05% NEW $29.43 +2.4%
Page 16 of 27  ·  535 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 25.6%
Financial Services 19.7%
Healthcare 13.1%
Consumer Cyclical 11.3%
Industrials 8.9%
Energy 6.1%
Consumer Defensive 4.6%
Communication Services 3.6%
Utilities 3.5%
Real Estate 2.5%