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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 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NFLX NETFLIX INC. Communication Services 16,026.0 $1.1M 0.35% +4K +28.2% $71.40 +13.2%
42 NEE NEXTERA ENERGY INC Utilities 12,754.0 $1.1M 0.34% +1K +9.9% $87.77 -5.5%
43 GE GE AEROSPACE Industrials 2,846.0 $1.1M 0.33% +188.0 +7.1% $373.77 -11.4%
44 ON ON SEMICONDUCTOR CORP Technology 11,100.0 $1.0M 0.32% +200.0 +1.8% $94.54 -23.2%
45 QTEC FIRST TR EXCHANGE-TRADED FD 2,980.0 $997K 0.31% +30.0 +1.0% $334.72 -8.0%
46 FBND FIDELITY MERRIMACK STR TR 21,479.0 $977K 0.30% +1K +6.1% $45.49 -1.9%
47 ALTG ALTA EQUIPMENT GROUP INC Industrials 146,635.0 $949K 0.29% +38K +34.4% $6.47 -11.6%
48 VYM VANGUARD WHITEHALL FDS 5,955.0 $941K 0.29% +150.0 +2.6% $158.03 +3.3%
49 LRCX LAM RESEARCH CORP Technology 2,170.0 $940K 0.29% +20.0 +0.9% $433.33 -33.0%
50 EPD ENTERPRISE PRODS PARTNERS L 25,510.0 $938K 0.29% +2K +6.3% $36.76
51 META META PLATFORMS INC Communication Services 1,469.0 $828K 0.25% +94.0 +6.8% $563.41 +2.7%
52 FESM FIDELITY COVINGTON TRUST 17,040.0 $823K 0.25% +7K +66.2% $48.29 -3.5%
53 ORCL ORACLE CORP Technology 5,541.0 $812K 0.25% +160.0 +3.0% $146.56 -3.6%
54 WMB WILLIAMS COS INC Energy 10,778.0 $801K 0.25% +812.0 +8.2% $74.34 +1.2%
55 V VISA INC Financial Services 2,285.0 $784K 0.24% +174.0 +8.2% $343.14 +8.6%
56 SMH VANECK ETF TRUST 1,172.0 $769K 0.24% +320.0 +37.6% $655.89 -16.9%
57 VRT VERTIV HOLDINGS CO Industrials 2,085.0 $698K 0.21% +165.0 +8.6% $334.90 -23.6%
58 VZ VERIZON COMMUNICATIONS INC Communication Services 16,492.0 $698K 0.21% +2K +12.1% $42.34 +18.8%
59 PULS PGIM ETF TR 13,826.0 $685K 0.21% +656.0 +5.0% $49.55 -0.0%
60 SNOW SNOWFLAKE INC Technology 2,605.0 $663K 0.20% +750.0 +40.4% $254.50 +25.7%
Page 3 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%