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Portfolio (Quarterly) Guide ↗

Register Financial Advisors LLC

· CIK 0001962636
13F Portfolio $257M AUM 351 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 351 New
Page 10 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 O REALTY INCOME CORP Real Estate 4,187.0 $236K 0.09% NEW $56.37 +6.9%
182 DIA SPDR DOW JONES INDL AVERAGE Financial Services 490.0 $235K 0.09% NEW $480.57 +7.3%
183 AMBA AMBARELLA INC Technology 3,300.0 $234K 0.09% NEW $70.84 -1.2%
184 DOW DOW INC Basic Materials 9,948.0 $233K 0.09% NEW $23.38 +35.7%
185 AMAT APPLIED MATLS INC Technology 898.0 $231K 0.09% NEW $256.99 +140.1%
186 DVN DEVON ENERGY CORP NEW Energy 6,218.0 $228K 0.09% NEW $36.63 +15.0%
187 BBY BEST BUY INC Consumer Cyclical 3,403.0 $228K 0.09% NEW $66.92 +11.7%
188 HDV ISHARES TR 1,825.0 $222K 0.09% NEW $121.59 -77.8%
189 TMO THERMO FISHER SCIENTIFIC INC Healthcare 383.0 $222K 0.09% NEW $579.14 -19.8%
190 AIRR FIRST TR EXCHANGE TRADED FD 2,255.0 $222K 0.09% NEW $98.32 +33.1%
191 AGNC AGNC INVT CORP Real Estate 20,500.0 $220K 0.09% NEW $10.72 -3.2%
192 PLD PROLOGIS INC. Real Estate 1,717.0 $219K 0.09% NEW $127.63 +10.1%
193 STAG STAG INDL INC Real Estate 5,831.0 $214K 0.08% NEW $36.76 +2.8%
194 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,326.0 $210K 0.08% NEW $48.58 +76.2%
195 SMH VANECK ETF TRUST 580.0 $209K 0.08% NEW $360.13 +83.2%
196 FISV FISERV INC Technology 3,100.0 $208K 0.08% NEW $67.17 -28.7%
197 ISRG INTUITIVE SURGICAL INC Healthcare 366.0 $207K 0.08% NEW $566.36 -28.2%
198 UNP UNION PAC CORP Industrials 892.0 $206K 0.08% NEW $231.33 +11.0%
199 EIPI FIRST TR EXCHNG TRADED FD VI 10,192.0 $203K 0.08% NEW $19.87 +8.9%
200 T AT&T INC Communication Services 8,045.0 $200K 0.08% NEW $24.84 -11.4%
Page 10 of 18  ·  351 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 26.3%
Industrials 22.4%
Financial Services 17.4%
Consumer Cyclical 6.8%
Healthcare 6.0%
Energy 5.2%
Consumer Defensive 4.9%
Communication Services 3.4%
Real Estate 3.1%
Utilities 2.2%