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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 7 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RBRK RUBRIK INC. Technology 8,000.0 $642K 0.20% $80.28 +10.1%
122 IWM ISHARES TR 2,135.0 $642K 0.20% +70.0 +3.4% $300.52 -3.3%
123 KKR KKR & CO INC 6,952.0 $638K 0.20% +1K +20.9% $91.78
124 OSK OSHKOSH CORP Industrials 4,041.0 $620K 0.19% $153.47 -3.8%
125 TWLO TWILIO INC Communication Services 3,000.0 $619K 0.19% $206.33 +10.8%
126 CSX CSX CORP Industrials 12,894.0 $613K 0.19% $47.53 +2.5%
127 IWR ISHARES TR 5,420.0 $598K 0.18% +424.0 +8.5% $110.31 +0.2%
128 AAL AMERICAN AIRLINES GROUP INC Industrials 32,605.0 $589K 0.18% $18.07 -28.3%
129 VTI VANGUARD INDEX FDS 1,561.0 $578K 0.18% $370.13 +1.4%
130 BLCV BLACKROCK ETF TRUST 13,983.0 $578K 0.18% NEW $41.31 -4.2%
131 WY WEYERHAEUSER CO Real Estate 24,072.0 $576K 0.18% $23.94 -2.3%
132 TXN TEXAS INSTRS INC Technology 1,905.0 $568K 0.17% -21.0 -1.1% $298.14 -15.0%
133 TSLA TESLA INC Consumer Cyclical 1,347.0 $567K 0.17% +222.0 +19.7% $420.60 -15.3%
134 VB VANGUARD INDEX FDS 1,815.0 $550K 0.17% +350.0 +23.9% $303.12 -2.4%
135 MO ALTRIA GROUP INC Consumer Defensive 7,631.0 $549K 0.17% +74.0 +1.0% $71.95 -3.3%
136 XLK SELECT SECTOR SPDR TR 2,836.0 $540K 0.17% -250.0 -8.1% $190.55 -3.6%
137 VOO VANGUARD INDEX FDS 783.0 $538K 0.17% +26.0 +3.4% $687.19 +1.9%
138 ABT ABBOTT LABORATORIES Healthcare 5,864.0 $532K 0.16% +3K +98.3% $90.74 +20.0%
139 AMLP ALPS ETF TR 10,256.0 $532K 0.16% $51.85 +7.7%
140 SPYD SPDR SERIES TRUST 10,654.0 $508K 0.16% +1K +14.9% $47.71 +3.8%
Page 7 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%