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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 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SEI EXCHANGE TRADED FUNDS 63,466.0 $2.3M 1.04% NEW $35.49
22 FIX COMFORT SYS USA INC Industrials 1,115.0 $2.2M 1.02% +35.0 +3.2% $1982.39 -21.6%
23 SEIM SEI EXCHANGE TRADED FUNDS 38,729.0 $2.2M 1.01% NEW $56.15 -5.6%
24 SEIV SEI EXCHANGE TRADED FUNDS 44,357.0 $2.1M 0.99% NEW $48.00 +4.7%
25 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,303.0 $2.1M 0.95% +799.0 +22.8% $477.55 -13.3%
26 URNM SPROTT FDS TR 37,678.0 $2.0M 0.92% +2K +4.8% $52.59 +4.0%
27 VMBS VANGUARD SCOTTSDALE FDS 41,420.0 $1.9M 0.90% +843.0 +2.1% $46.81 -2.1%
28 VEA VANGUARD TAX-MANAGED FDS 26,755.0 $1.9M 0.88% NEW $71.25 +1.2%
29 CNX CNX RES CORP Energy 53,936.0 $1.8M 0.85% -1K -2.6% $33.93 +10.7%
30 AVGO BROADCOM INC Technology 4,757.0 $1.8M 0.83% +815.0 +20.7% $377.75 -2.1%
31 MSFT MICROSOFT CORP Technology 4,797.0 $1.8M 0.83% +2K +51.9% $373.02 +34.3%
32 VCIT VANGUARD SCOTTSDALE FDS 21,377.0 $1.8M 0.82% -1K -5.1% $82.65 -2.7%
33 SPTL SPDR SERIES TRUST 66,965.0 $1.8M 0.81% -1K -1.7% $26.23 -4.7%
34 SEI EXCHANGE TRADED FUNDS 69,494.0 $1.7M 0.81% NEW $25.17
35 VLO VALERO ENERGY CORP Energy 6,716.0 $1.7M 0.81% +207.0 +3.2% $260.46 +39.0%
36 BERKSHIRE HATHAWAY INC DEL 3,443.0 $1.7M 0.80% +191.0 +5.9% $500.39
37 AGX ARGAN INC Industrials 2,121.0 $1.7M 0.79% +31.0 +1.5% $798.54 -49.3%
38 PSI INVESCO EXCHANGE TRADED FD T 8,891.0 $1.7M 0.77% NEW $187.83 -31.9%
39 SCHD SCHWAB STRATEGIC TR 49,630.0 $1.6M 0.73% -4K -7.9% $31.71 +9.8%
40 SCHG SCHWAB STRATEGIC TR 44,950.0 $1.5M 0.70% +13K +40.9% $33.84 +4.2%
Page 2 of 9  ·  168 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%