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Portfolio (Quarterly) Guide ↗

Register Financial Advisors LLC

· CIK 0001962636
13F Portfolio $326M AUM 426 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 132 Added 61 Reduced 14 Exited
Page 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 6,897.0 $2.5M 0.76% +222.0 +3.3% $357.36 -6.3%
22 ZETA ZETA GLOBAL HOLDINGS CORP Technology 119,800.0 $2.4M 0.72% +8K +6.8% $19.68 +60.4%
23 AGG ISHARES TR 23,741.0 $2.3M 0.72% +200.0 +0.8% $98.98 -2.2%
24 BERKSHIRE HATHAWAY INC DEL 4,519.0 $2.3M 0.69% +635.0 +16.4% $500.39
25 KNF KNIFE RIVER CORP Basic Materials 25,841.0 $2.2M 0.66% +151.0 +0.6% $83.65 -26.1%
26 MRK MERCK & CO INC Healthcare 15,027.0 $1.9M 0.59% +559.0 +3.9% $128.50 +16.7%
27 SO SOUTHERN CO Utilities 19,145.0 $1.8M 0.56% +807.0 +4.4% $95.71 -8.0%
28 GOOG ALPHABET INC 4,985.0 $1.8M 0.54% +830.0 +20.0% $353.36
29 CVX CHEVRON CORPORATION Energy 10,513.0 $1.7M 0.53% +526.0 +5.3% $165.75 +27.3%
30 AMD ADVANCED MICRO DEVICES INC Technology 2,979.0 $1.7M 0.53% +139.0 +4.9% $580.91 -20.9%
31 SCHD SCHWAB STRATEGIC TR 53,809.0 $1.7M 0.52% +5K +10.2% $31.71 +9.8%
32 RLY SSGA ACTIVE ETF TR 48,123.0 $1.7M 0.51% +537.0 +1.1% $34.51 +9.3%
33 OSIS OSI SYSTEMS INC Technology 7,420.0 $1.6M 0.50% +1K +15.6% $218.70 -4.7%
34 ARCC ARES CAPITAL CORP Financial Services 80,038.0 $1.5M 0.46% +1K +1.3% $18.53 +7.4%
35 CAT CATERPILLAR INC Industrials 1,388.0 $1.5M 0.45% +64.0 +4.8% $1065.23 -26.9%
36 KEY KEYCORP Financial Services 58,437.0 $1.3M 0.41% +3K +5.5% $23.05 -8.0%
37 TOST TOAST INC Technology 46,350.0 $1.3M 0.40% +20K +73.3% $27.82 +20.7%
38 KO COCA COLA CO Consumer Defensive 15,767.0 $1.3M 0.39% +760.0 +5.1% $81.27 +8.3%
39 FLOT ISHARES TR 25,070.0 $1.3M 0.39% +7K +38.6% $51.05 -0.4%
40 PG PROCTER & GAMBLE CO Consumer Defensive 8,223.0 $1.2M 0.37% +655.0 +8.7% $146.64 -0.3%
Page 2 of 7  ·  132 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 30.8%
Industrials 22.4%
Financial Services 13.8%
Consumer Cyclical 7.4%
Healthcare 5.5%
Consumer Defensive 4.9%
Energy 4.9%
Real Estate 3.7%
Communication Services 2.7%
Utilities 2.3%