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Portfolio (Quarterly) Guide ↗

Commonwealth Retirement Investments LLC

· CIK 0001963787
13F Portfolio $368M AUM 417 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 417 New
Page 8 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 2,684.0 $143K 0.04% NEW $53.11 +18.0%
142 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 587.0 $142K 0.04% NEW $242.42 -4.0%
143 CAT CATERPILLAR INC COM Industrials 123.0 $131K 0.04% NEW $1063.76 -24.8%
144 FIS FIDELITY NATL INFORMATION SVCS COM Technology 3,093.0 $120K 0.03% NEW $38.88 +6.6%
145 CVS CVS HEALTH CORP COM Healthcare 1,158.0 $120K 0.03% NEW $103.47 -10.1%
146 AXP AMERICAN EXPRESS CO COM Financial Services 345.0 $117K 0.03% NEW $338.49 -1.6%
147 COF CAPITAL ONE FINL CORP COM Financial Services 561.0 $113K 0.03% NEW $200.62 +7.5%
148 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 701.0 $111K 0.03% NEW $158.66 +7.9%
149 GIS GENERAL MILLS INC COM Consumer Defensive 3,156.0 $110K 0.03% NEW $34.80 +19.4%
150 MCD MCDONALDS CORP COM Consumer Cyclical 388.0 $105K 0.03% NEW $270.31 -2.0%
151 ORCL ORACLE CORP COM Technology 668.0 $98K 0.03% NEW $146.60 +2.8%
152 FRST PRIMIS FINANCIAL CORP COM Financial Services 5,914.0 $97K 0.03% NEW $16.37 -2.1%
153 KNSL KINSALE CAP GROUP INC COM Financial Services 278.0 $92K 0.03% NEW $329.81 +15.4%
154 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 922.0 $88K 0.02% NEW $94.97 +8.8%
155 GOOG ALPHABET INC CAP STK CL C 243.0 $86K 0.02% NEW $353.35
156 RSG REPUBLIC SVCS INC COM Industrials 400.0 $85K 0.02% NEW $213.08 +4.2%
157 MCK MCKESSON CORP COM Healthcare 106.0 $80K 0.02% NEW $755.60 +18.2%
158 LOW LOWES COS INC COM Consumer Cyclical 363.0 $80K 0.02% NEW $220.34 -5.6%
159 CB CHUBB LIMITED COM Financial Services 233.0 $79K 0.02% NEW $340.74 -0.2%
160 TSLA TESLA INC COM Consumer Cyclical 185.0 $78K 0.02% NEW $420.60 -17.1%
Page 8 of 21  ·  417 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 29.0%
Financial Services 20.5%
Healthcare 17.6%
Consumer Defensive 10.3%
Industrials 7.4%
Consumer Cyclical 6.9%
Energy 6.0%
Communication Services 1.5%
Utilities 0.5%
Basic Materials 0.4%