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Portfolio (Quarterly) Guide ↗

PETRA FINANCIAL ADVISORS INC

· CIK 0001971427
13F Portfolio $162M AUM 117 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 44 Added 33 Reduced 43 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCK MCKESSON CORP Healthcare 1,485.0 $1.3M 0.80% +8.0 +0.5% $865.18 -11.5%
22 AGX ARGAN INC Industrials 2,090.0 $1.1M 0.70% +59.0 +2.9% $544.76 +20.5%
23 GDX VANECK ETF TRUST 11,449.0 $1.1M 0.65% +515.0 +4.7% $91.77 -7.4%
24 AGI ALAMOS GOLD INC Basic Materials 23,153.0 $1.0M 0.64% +518.0 +2.3% $44.43 -13.7%
25 MUNI PIMCO ETF TR 17,910.0 $935K 0.58% +4K +24.3% $52.19 -0.3%
26 SGOV ISHARES TR 9,198.0 $926K 0.57% +5K +97.0% $100.66 -0.0%
27 IESC IES HOLDINGS INC Industrials 1,843.0 $878K 0.54% +41.0 +2.3% $476.47 +38.4%
28 CAH CARDINAL HEALTH INC Healthcare 3,489.0 $737K 0.46% +56.0 +1.6% $211.28 -5.0%
29 ITM VANECK ETF TRUST 14,987.0 $696K 0.43% +819.0 +5.8% $46.43 +0.1%
30 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 10,353.0 $694K 0.43% +239.0 +2.4% $67.07 +21.3%
31 SBSW SIBANYE STILLWATER LTD Basic Materials 56,145.0 $692K 0.43% +2K +4.3% $12.32 -7.2%
32 ATRO ASTRONICS CORP Industrials 10,311.0 $688K 0.43% +519.0 +5.3% $66.73 +21.2%
33 VMO INVESCO MUN OPPORTUNIT TR Financial Services 57,915.0 $551K 0.34% +7K +12.9% $9.51 +0.3%
34 SHOP SHOPIFY INC Technology 4,466.0 $530K 0.33% +228.0 +5.4% $118.62 -13.2%
35 FPI FARMLAND PARTNERS INC Real Estate 46,921.0 $527K 0.33% +452.0 +1.0% $11.23 -7.1%
36 VGSH VANGUARD SCOTTSDALE FDS 8,586.0 $503K 0.31% +69.0 +0.8% $58.54 -0.5%
37 VNQ VANGUARD INDEX FDS 5,535.0 $491K 0.30% +698.0 +14.4% $88.70 +9.1%
38 GOVT ISHARES TR 20,781.0 $476K 0.29% +334.0 +1.6% $22.91 -1.1%
39 XLU SELECT SECTOR SPDR TR 10,180.0 $467K 0.29% +5K +107.5% $45.89 -1.2%
40 BCD ABRDN ETFS 12,448.0 $445K 0.28% +2K +21.0% $35.78 +4.4%
Page 2 of 3  ·  44 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
Financial Services 46.0%
Industrials 13.0%
Technology 12.4%
Energy 7.2%
Basic Materials 6.2%
Consumer Defensive 4.0%
Utilities 3.9%
Healthcare 3.2%
Real Estate 2.4%
Consumer Cyclical 1.7%