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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 5 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NEXTERA ENERGY INC Utilities 11,600.0 $931K 0.36% NEW $80.28 +8.1%
82 MS MORGAN STANLEY Financial Services 4,976.0 $883K 0.34% NEW $177.54 +25.7%
83 OSPN ONESPAN INC Technology 68,628.0 $881K 0.34% NEW $12.84 +5.1%
84 META META PLATFORMS INC Communication Services 1,294.0 $854K 0.33% NEW $660.11 -12.6%
85 VYM VANGUARD WHITEHALL FDS 5,805.0 $833K 0.32% NEW $143.52 +10.2%
86 KO COCA COLA CO Consumer Defensive 11,800.0 $825K 0.32% NEW $69.91 +13.6%
87 GE GE AEROSPACE Industrials 2,638.0 $813K 0.32% NEW $308.02 +16.1%
88 FLOT ISHARES TR 15,823.0 $805K 0.31% NEW $50.86 +0.3%
89 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 30,350.0 $793K 0.31% NEW $26.13 +54.4%
90 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 59,425.0 $789K 0.31% NEW $13.28 -7.5%
91 ITT ITT INC Industrials 4,441.0 $770K 0.30% NEW $173.49 +13.4%
92 CAT CATERPILLAR INC Industrials 1,324.0 $758K 0.29% NEW $572.68 +72.1%
93 RSP INVESCO EXCHANGE TRADED FD T 3,945.0 $756K 0.29% NEW $191.58 +9.6%
94 V VISA INC Financial Services 2,147.0 $753K 0.29% NEW $350.65 -6.7%
95 EPD ENTERPRISE PRODS PARTNERS L Energy 22,270.0 $714K 0.28% NEW $32.06 +14.2%
96 GS GOLDMAN SACHS GROUP INC Financial Services 772.0 $679K 0.26% NEW $879.13 +24.7%
97 QTEC FIRST TR EXCHANGE-TRADED FD 2,890.0 $665K 0.26% NEW $230.23 +45.6%
98 ETN EATON CORP PLC Industrials 2,052.0 $654K 0.26% NEW $318.53 +32.4%
99 DUK DUKE ENERGY CORP NEW Utilities 5,267.0 $617K 0.24% NEW $117.22 +5.7%
100 AMD ADVANCED MICRO DEVICES INC Technology 2,824.0 $605K 0.24% NEW $214.16 +150.9%
Page 5 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%