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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 4 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COP CONOCOPHILLIPS Energy 15,605.0 $1.6M 0.50% $103.96 +31.0%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,710.0 $1.6M 0.49% $935.33 +0.5%
63 AVPT AVEPOINT INC Technology 141,100.0 $1.6M 0.48% NEW $11.21 +20.4%
64 DAL DELTA AIR LINES INC Industrials 16,845.0 $1.6M 0.48% -3K -16.6% $93.66 -18.4%
65 IVV ISHARES TR 1,999.0 $1.5M 0.46% $749.01 +2.2%
66 QYLD GLOBAL X FDS 81,225.0 $1.5M 0.46% -2K -3.0% $18.43 -1.4%
67 ARCC ARES CAPITAL CORP Financial Services 80,038.0 $1.5M 0.46% +1K +1.3% $18.53 +7.5%
68 CAT CATERPILLAR INC Industrials 1,388.0 $1.5M 0.45% +64.0 +4.8% $1065.23 -26.9%
69 LLY ELI LILLY & CO Healthcare 1,219.0 $1.5M 0.45% $1199.04 -3.3%
70 NOG NORTHERN OIL & GAS INC Energy 78,148.0 $1.4M 0.43% -3K -3.5% $18.15 +45.3%
71 FOUR SHIFT4 PMTS INC Technology 28,230.0 $1.4M 0.42% -5K -15.8% $48.64 -15.5%
72 KEY KEYCORP Financial Services 58,437.0 $1.3M 0.41% +3K +5.5% $23.05 -8.0%
73 GM GENERAL MTRS CO Consumer Cyclical 16,734.0 $1.3M 0.40% $77.08 +11.1%
74 TOST TOAST INC Technology 46,350.0 $1.3M 0.40% +20K +73.3% $27.82 +20.7%
75 KO COCA COLA CO Consumer Defensive 15,767.0 $1.3M 0.39% +760.0 +5.1% $81.27 +8.3%
76 FLOT ISHARES TR 25,070.0 $1.3M 0.39% +7K +38.6% $51.05 -0.4%
77 EPM EVOLUTION PETE CORP Energy 338,176.0 $1.2M 0.38% $3.68 +0.1%
78 PG PROCTER & GAMBLE CO Consumer Defensive 8,223.0 $1.2M 0.37% +655.0 +8.7% $146.64 -0.3%
79 NFLX NETFLIX INC. Communication Services 16,026.0 $1.1M 0.35% +4K +28.2% $71.40 +13.2%
80 NEE NEXTERA ENERGY INC Utilities 12,754.0 $1.1M 0.34% +1K +9.9% $87.77 -5.5%
Page 4 of 22  ·  426 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%