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Portfolio (Quarterly) Guide ↗

Register Financial Advisors LLC

· CIK 0001962636
13F Portfolio $271M AUM 387 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 149 Added 46 Reduced 9 Exited
Page 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TOST TOAST INC Technology 26,750.0 $709K 0.26% NEW $26.51 -7.0%
2 AYI ACUITY INC Industrials 2,244.0 $629K 0.23% NEW $280.22 +13.3%
3 PSTG EVERPURE INC Technology 8,600.0 $508K 0.19% NEW $59.04 +26.5%
4 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,173.0 $405K 0.15% NEW $345.18 -14.6%
5 PSX PHILLIPS 66 Energy 2,102.0 $383K 0.14% NEW $182.15 -8.8%
6 AAL AMERICAN AIRLINES GROUP INC Industrials 32,605.0 $350K 0.13% NEW $10.74 +48.9%
7 CGDV CAPITAL GROUP DIVIDEND VALUE 7,769.0 $330K 0.12% NEW $42.54 +15.2%
8 OKE ONEOK INC NEW Energy 3,283.0 $297K 0.11% NEW $90.38 -5.9%
9 TER TERADYNE INC Technology 952.0 $282K 0.10% NEW $296.47 +47.7%
10 SNOW SNOWFLAKE INC Technology 1,855.0 $280K 0.10% NEW $150.82 +54.0%
11 KQQQ KURV ETF TR 11,421.0 $276K 0.10% NEW $24.16 +28.0%
12 CGUS CAPITAL GROUP CORE EQUITY ET 6,881.0 $264K 0.10% NEW $38.42 +15.3%
13 CIEN CIENA CORP Technology 618.0 $240K 0.09% NEW $388.34 +10.3%
14 PINNACLE FINL PARTNERS INC 2,627.0 $226K 0.08% NEW $86.15
15 LMT LOCKHEED MARTIN CORP Industrials 359.0 $217K 0.08% NEW $605.19 -15.6%
16 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 4,022.0 $212K 0.08% NEW $52.82 -7.6%
17 PTRB PGIM ETF TR 3,102.0 $129K 0.05% NEW $41.51 +0.2%
18 ENVX CALL ENOVIX CORPORATION Industrials 20,000.0 $104K 0.04% NEW $5.18 +36.7%
19 PGIM ETF TR 1,529.0 $78K 0.03% NEW $50.97
20 SCZ ISHARES TR 977.0 $77K 0.03% NEW $78.41 +6.6%
Page 1 of 3  ·  45 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 23.9%
Industrials 23.0%
Financial Services 15.6%
Consumer Cyclical 7.2%
Energy 7.2%
Healthcare 5.7%
Consumer Defensive 5.5%
Real Estate 3.6%
Communication Services 3.3%
Utilities 2.7%