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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 8 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QXO QXO INC COM NEW Industrials 155,179.0 $2.7M 0.18% NEW $17.28 -22.4%
142 APH AMPHENOL CORP CL A Technology 14,997.0 $2.6M 0.18% NEW $176.31 -14.0%
143 HUM HUMANA INC COM Healthcare 6,634.0 $2.6M 0.18% NEW $397.20 -2.0%
144 CIBR First Trust Cybersecurity ETF 29,008.0 $2.6M 0.18% NEW $89.85 +3.7%
145 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 41,041.0 $2.5M 0.17% NEW $61.46 -3.7%
146 GS GOLDMAN SACHS GROUP INC COM Financial Services 2,484.0 $2.5M 0.17% NEW $1011.18 +2.3%
147 SAP SAP SE SPON ADR Technology 16,223.0 $2.5M 0.17% NEW $154.11 +41.4%
148 GRRR GORILLA TECHNOLOGY GROUP INC SHS NEW Technology 125,448.0 $2.5M 0.17% NEW $19.88 -20.4%
149 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 126,571.0 $2.5M 0.17% NEW $19.68 +45.6%
150 BKLN INVESCO SENIOR LOAN ETF 122,267.0 $2.5M 0.17% NEW $20.37 +0.6%
151 DFCF DIMENSIONAL CORE FIXED INCOME ETF 58,769.0 $2.5M 0.17% NEW $42.21 -1.6%
152 V Visa Financial Services 7,199.0 $2.5M 0.17% NEW $343.09 +10.3%
153 ARCO Arcos Dorados Consumer Cyclical 304,039.0 $2.5M 0.17% NEW $8.06 +1.1%
154 SO SOUTHERN CO COM Utilities 25,060.0 $2.4M 0.16% NEW $95.71 -6.5%
155 KLAC KLA CORP COM NEW Technology 7,942.0 $2.4M 0.16% NEW $301.64 -40.6%
156 LRCX LAM RESEARCH CORP COM NEW Technology 5,517.0 $2.4M 0.16% NEW $433.26 -30.7%
157 COF CAPITAL ONE FINL CORP COM Financial Services 11,637.0 $2.3M 0.16% NEW $200.63 +10.1%
158 WDAY WORKDAY INC CL A Technology 19,040.0 $2.3M 0.16% NEW $122.42 +63.6%
159 INTC Intel Technology 16,614.0 $2.3M 0.16% NEW $139.63 -38.4%
160 MU MICRON TECHNOLOGY INC COM Technology 1,997.0 $2.3M 0.16% NEW $1154.30 -21.8%
Page 8 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%