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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 17,594 $4.0M 1.47% SOLD
2 DD DUPONT DE NEMOURS INC Basic Materials 29,292 $1.3M 0.50% SOLD
3 OSPN ONESPAN INC Technology 40,423 $426K 0.16% SOLD
4 PLTR PALANTIR TECHNOLOGIES INC Technology 1,876 $274K 0.10% SOLD
5 LMT LOCKHEED MARTIN CORP Industrials 359 $217K 0.08% SOLD
6 MAIN MAIN STR CAP CORP Financial Services 2,443 $129K 0.05% SOLD
7 ENVX CALL ENOVIX CORPORATION Industrials 20,000 $104K 0.04% SOLD
8 LVS LAS VEGAS SANDS CORP Consumer Cyclical 333 $18K 0.01% SOLD
9 TLT ISHARES TR 60 $5K 0.00% SOLD
10 VCSH VANGUARD SCOTTSDALE FDS 58 $5K 0.00% SOLD
11 VNT VONTIER CORPORATION Technology 90 $3K 0.00% SOLD
12 MBB ISHARES TR 24 $2K 0.00% SOLD
13 PCY INVESCO EXCH TRADED FD TR II 56 $1K SOLD
14 GABELLI EQUITY TR INC 16,580 $116.0 SOLD
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%