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Portfolio (Quarterly) Guide ↗

PETRA FINANCIAL ADVISORS INC

· CIK 0001971427
13F Portfolio $216M AUM 168 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 67 New 56 Added 19 Reduced 16 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 URNM SPROTT FDS TR 37,678.0 $2.0M 0.92% +2K +4.8% $52.59 +4.0%
22 VMBS VANGUARD SCOTTSDALE FDS 41,420.0 $1.9M 0.90% +843.0 +2.1% $46.81 -2.1%
23 AVGO BROADCOM INC Technology 4,757.0 $1.8M 0.83% +815.0 +20.7% $377.75 -2.1%
24 MSFT MICROSOFT CORP Technology 4,797.0 $1.8M 0.83% +2K +51.9% $373.02 +34.3%
25 VLO VALERO ENERGY CORP Energy 6,716.0 $1.7M 0.81% +207.0 +3.2% $260.46 +39.0%
26 BERKSHIRE HATHAWAY INC DEL 3,443.0 $1.7M 0.80% +191.0 +5.9% $500.39
27 AGX ARGAN INC Industrials 2,121.0 $1.7M 0.79% +31.0 +1.5% $798.54 -49.3%
28 SCHG SCHWAB STRATEGIC TR 44,950.0 $1.5M 0.70% +13K +40.9% $33.84 +4.2%
29 MUB ISHARES TR 13,709.0 $1.5M 0.68% +2K +19.3% $107.62 -3.1%
30 BTT BLACKROCK MUN TARGET TERM TR Financial Services 63,712.0 $1.4M 0.67% +7K +11.8% $22.75 -0.6%
31 HWM HOWMET AEROSPACE INC Industrials 5,071.0 $1.4M 0.63% +2K +76.3% $268.86 -5.2%
32 AHR AMERICAN HEALTHCARE REIT INC Real Estate 25,558.0 $1.3M 0.62% +228.0 +0.9% $52.15 +8.4%
33 AAPL APPLE INC Technology 3,458.0 $1.0M 0.46% +2K +166.0% $289.39 +12.4%
34 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 11,199.0 $975K 0.45% +846.0 +8.2% $87.04 +3.8%
35 XCEM COLUMBIA ETF TR II 17,894.0 $946K 0.44% +10K +117.0% $52.88 -3.8%
36 ATRO ASTRONICS CORP Industrials 11,208.0 $911K 0.42% +897.0 +8.7% $81.26 -10.2%
37 LIT GLOBAL X FDS 11,113.0 $870K 0.40% +1K +13.1% $78.28 -4.6%
38 VCSH VANGUARD SCOTTSDALE FDS 10,901.0 $861K 0.40% +731.0 +7.2% $79.03 -1.2%
39 SRE SEMPRA Utilities 9,004.0 $835K 0.39% +3K +49.3% $92.71 -9.1%
40 BWXT BWX TECHNOLOGIES INC Industrials 4,182.0 $814K 0.38% +77.0 +1.9% $194.64 -17.0%
Page 2 of 3  ·  56 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 35.0%
Technology 25.6%
Industrials 17.1%
Energy 6.3%
Utilities 4.2%
Basic Materials 2.5%
Healthcare 2.2%
Real Estate 2.0%
Consumer Cyclical 1.9%
Consumer Defensive 1.8%