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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 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STWD STARWOOD PPTY TR INC Real Estate 61,509.0 $1.0M 0.31% -981.0 -1.6% $16.38 -5.2%
22 HPE HEWLETT PACKARD ENTERPRISE C Technology 21,606.0 $975K 0.30% -999.0 -4.4% $45.11 +12.7%
23 ETN EATON CORP PLC Industrials 2,077.0 $885K 0.27% -60.0 -2.8% $426.20 -8.3%
24 RSP INVESCO EXCHANGE TRADED FD T 4,021.0 $856K 0.26% -53.0 -1.3% $212.77 +2.3%
25 GS GOLDMAN SACHS GROUP INC Financial Services 773.0 $782K 0.24% -4.0 -0.5% $1011.91 -0.9%
26 DUK DUKE ENERGY CORP NEW Utilities 5,784.0 $732K 0.23% -45.0 -0.8% $126.59 -4.9%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,426.0 $681K 0.21% -50.0 -3.4% $477.72 -13.3%
28 PM PHILIP MORRIS INTL INC Consumer Defensive 3,688.0 $667K 0.20% -24.0 -0.7% $180.91 +3.4%
29 PSTG EVERPURE INC 8,400.0 $662K 0.20% -200.0 -2.3% $78.79
30 TXN TEXAS INSTRS INC Technology 1,905.0 $568K 0.17% -21.0 -1.1% $298.14 -15.0%
31 XLK SELECT SECTOR SPDR TR 2,836.0 $540K 0.17% -250.0 -8.1% $190.55 -3.6%
32 D DOMINION ENERGY INC Utilities 7,442.0 $508K 0.16% -4K -33.1% $68.29 -2.8%
33 PI IMPINJ INC Technology 3,100.0 $444K 0.14% -1K -26.4% $143.23 +17.3%
34 GSST GOLDMAN SACHS ETF TR 8,100.0 $410K 0.13% -600.0 -6.9% $50.58 -0.4%
35 MDT MEDTRONIC PLC Healthcare 5,082.0 $398K 0.12% -59.0 -1.1% $78.24 +17.6%
36 WFC WELLS FARGO & CO Financial Services 4,720.0 $390K 0.12% -1K -17.8% $82.64 +5.3%
37 FXO FIRST TR EXCHANGE-TRADED FD 6,134.0 $383K 0.12% -421.0 -6.4% $62.46 +4.6%
38 CGUS CAPITAL GROUP CORE EQUITY ET 6,502.0 $289K 0.09% -379.0 -5.5% $44.48 +0.6%
39 BLK BLACKROCK INC Financial Services 281.0 $270K 0.08% -19.0 -6.3% $962.17 +17.2%
40 PINNACLE FINL PARTNERS INC 2,576.0 $260K 0.08% -51.0 -1.9% $100.87
Page 2 of 4  ·  61 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%