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Portfolio (Quarterly) Guide ↗

Hofer & Associates. Inc

· CIK 0001958491
13F Portfolio $207M AUM 70 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 43 Added 9 Reduced 1 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYV SPDR SERIES TRUST 226,703.0 $13.8M 6.66% +4K +2.0% $60.79 +3.8%
2 VUG VANGUARD INDEX FDS 140,328.0 $12.1M 5.84% +117K +506.9% $86.14 +1.4%
3 AMGN AMGEN INC Healthcare 27,480.0 $10.0M 4.81% +164.0 +0.6% $362.12 +21.0%
4 VCRB VANGUARD MALVERN FDS 100,511.0 $7.8M 3.75% +5K +5.0% $77.23 -2.3%
5 STOT SSGA ACTIVE TR 159,481.0 $7.5M 3.63% +6K +3.7% $47.06 -0.9%
6 VIG VANGUARD SPECIALIZED FUNDS 30,540.0 $7.2M 3.49% +490.0 +1.6% $236.62 +1.9%
7 SPSM SPDR SERIES TRUST 118,506.0 $6.8M 3.30% +3K +2.9% $57.67 -3.6%
8 VYM VANGUARD WHITEHALL FDS 41,734.0 $6.6M 3.19% +231.0 +0.6% $158.03 +3.3%
9 AAPL APPLE INC Technology 22,455.0 $6.5M 3.14% +262.0 +1.2% $289.36 +12.4%
10 SCHD SCHWAB STRATEGIC TR 197,820.0 $6.3M 3.03% +5K +2.8% $31.71 +9.8%
11 BERKSHIRE HATHAWAY INC DEL 11,278.0 $5.6M 2.73% +276.0 +2.5% $500.39
12 VO VANGUARD INDEX FDS 67,355.0 $5.4M 2.62% +51K +309.8% $80.57 +0.9%
13 IEFA ISHARES TR 53,611.0 $5.2M 2.50% +2K +4.2% $96.58 +2.9%
14 EFG ISHARES TR 41,079.0 $5.1M 2.47% +1K +3.5% $124.42 -1.7%
15 IWP ISHARES TR 32,498.0 $4.8M 2.30% +614.0 +1.9% $146.41 -5.8%
16 VCIT VANGUARD SCOTTSDALE FDS 54,824.0 $4.5M 2.19% +3K +6.6% $82.65 -2.7%
17 SRLN SSGA ACTIVE ETF TR 93,745.0 $3.8M 1.83% +4K +4.2% $40.29 +0.4%
18 SPIB SPDR SERIES TRUST 110,527.0 $3.7M 1.79% +2K +2.0% $33.46 -1.8%
19 SPYM SPDR SERIES TRUST 38,066.0 $3.3M 1.62% +2K +4.2% $87.88 +2.0%
20 AMZN AMAZON COM INC Consumer Cyclical 13,425.0 $3.2M 1.55% +333.0 +2.5% $238.34 +7.0%
Page 1 of 3  ·  43 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 37.2%
Healthcare 28.7%
Financial Services 11.3%
Consumer Cyclical 11.2%
Consumer Defensive 6.4%
Communication Services 3.2%
Industrials 0.9%
Energy 0.7%
Real Estate 0.5%