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Portfolio (Quarterly) Guide ↗

PETRA FINANCIAL ADVISORS INC

· CIK 0001971427
13F Portfolio $170M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VWO VANGUARD INTL EQUITY INDEX F 13,838.0 $744K 0.44% NEW $53.76 +9.7%
62 VGK VANGUARD INTL EQUITY INDEX F 8,735.0 $730K 0.43% NEW $83.61 +5.8%
63 BWXT BWX TECHNOLOGIES INC Industrials 4,126.0 $713K 0.42% NEW $172.85 +17.4%
64 GEV GE VERNOVA INC Utilities 1,083.0 $708K 0.41% NEW $653.34 +59.0%
65 CAH CARDINAL HEALTH INC Healthcare 3,433.0 $706K 0.41% NEW $205.51 -2.4%
66 IESC IES HLDGS INC Industrials 1,802.0 $701K 0.41% NEW $389.02 +69.6%
67 SEIQ SEI EXCHANGE TRADED FUNDS 17,909.0 $697K 0.41% NEW $38.93 +3.1%
68 BLD TOPBUILD CORP Industrials 1,647.0 $687K 0.40% NEW $417.19 -2.2%
69 NEM NEWMONT CORP Basic Materials 6,834.0 $682K 0.40% NEW $99.85 +7.8%
70 SHOP SHOPIFY INC Technology 4,238.0 $682K 0.40% NEW $160.97 -36.0%
71 ITM VANECK ETF TRUST 14,168.0 $668K 0.39% NEW $47.16 -1.4%
72 PHM PULTE GROUP INC Consumer Cyclical 5,678.0 $666K 0.39% NEW $117.26 -0.7%
73 BTT BLACKROCK MUN TARGET TERM TR Financial Services 28,560.0 $652K 0.38% NEW $22.82 -0.7%
74 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 10,114.0 $650K 0.38% NEW $64.31 +26.5%
75 PLTR PALANTIR TECHNOLOGIES INC Technology 3,608.0 $641K 0.38% NEW $177.76 -23.0%
76 AGX ARGAN INC Industrials 2,031.0 $636K 0.37% NEW $313.27 +109.5%
77 SUB ISHARES TR 5,863.0 $626K 0.37% NEW $106.70 -0.4%
78 SCHA SCHWAB STRATEGIC TR 21,527.0 $613K 0.36% NEW $28.48 +17.0%
79 DUK DUKE ENERGY CORP NEW Utilities 5,103.0 $598K 0.35% NEW $117.20 +7.2%
80 TSLA TESLA INC Consumer Cyclical 1,307.0 $588K 0.34% NEW $449.72 -5.3%
Page 4 of 7  ·  138 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 41.8%
Technology 17.8%
Industrials 11.1%
Basic Materials 5.5%
Consumer Defensive 4.2%
Energy 3.9%
Communication Services 3.5%
Utilities 3.5%
Healthcare 3.4%
Consumer Cyclical 3.1%