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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 6 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BA BOEING CO Industrials 3,256.0 $648K 0.24% -1K -30.2% $199.04 +11.9%
102 ITA ISHARES TR 2,937.0 $642K 0.24% +128.0 +4.6% $218.74 +9.3%
103 V VISA INC Financial Services 2,111.0 $638K 0.24% -36.0 -1.7% $302.24 +8.3%
104 QTEC FIRST TR EXCHANGE-TRADED FD 2,950.0 $637K 0.24% +60.0 +2.1% $216.00 +55.2%
105 AYI ACUITY INC Industrials 2,244.0 $629K 0.23% NEW $280.22 +13.3%
106 PM PHILIP MORRIS INTL INC Consumer Defensive 3,712.0 $614K 0.23% +1K +48.8% $165.33 +7.9%
107 OSK OSHKOSH CORP Industrials 4,032.0 $594K 0.22% $147.21 -5.2%
108 WY WEYERHAEUSER CO Real Estate 23,997.0 $586K 0.22% +12K +101.6% $24.43 -0.4%
109 ALTG ALTA EQUIPMENT GROUP INC Industrials 109,111.0 $586K 0.22% -17K -13.5% $5.37 +42.8%
110 AMD ADVANCED MICRO DEVICES INC Technology 2,840.0 $578K 0.21% +16.0 +0.6% $203.43 +164.2%
111 PEP PEPSICO INC Consumer Defensive 3,658.0 $568K 0.21% +263.0 +7.8% $155.31 -8.6%
112 AMLP ALPS ETF TR 10,225.0 $538K 0.20% $52.64 -3.7%
113 HPE HEWLETT PACKARD ENTERPRISE C Technology 22,605.0 $538K 0.20% $23.81 +99.1%
114 FDX FEDEX CORP Industrials 1,504.0 $536K 0.20% $356.23 -8.4%
115 GEV GE VERNOVA INC Utilities 610.0 $532K 0.20% $872.89 +27.1%
116 KKR KKR & CO INC Financial Services 5,748.0 $532K 0.20% +2K +43.3% $92.49 +4.9%
117 CSX CSX CORP Industrials 12,894.0 $529K 0.20% $41.05 +11.2%
118 IWM ISHARES TR 2,065.0 $512K 0.19% +250.0 +13.8% $247.97 +19.2%
119 PSTG EVERPURE INC Technology 8,600.0 $508K 0.19% NEW $59.04 +26.5%
120 VTI VANGUARD INDEX FDS 1,561.0 $501K 0.18% +45.0 +3.0% $320.89 +15.3%
Page 6 of 20  ·  387 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%