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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 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AHR AMERICAN HEALTHCARE REIT INC Real Estate 25,330.0 $1.2M 0.74% -276.0 -1.1% $47.16 +6.4%
42 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,504.0 $1.2M 0.73% -1K -26.1% $337.91 +19.7%
43 MSFT MICROSOFT CORP Technology 3,158.0 $1.2M 0.72% -2K -41.8% $370.17 +13.1%
44 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 71,390.0 $1.2M 0.71% NEW $16.17 -2.9%
45 AGX ARGAN INC Industrials 2,090.0 $1.1M 0.70% +59.0 +2.9% $544.76 +20.5%
46 IHAK ISHARES TR 26,072.0 $1.1M 0.70% -2K -5.5% $43.65 +28.4%
47 GDX VANECK ETF TRUST 11,449.0 $1.1M 0.65% +515.0 +4.7% $91.77 -7.4%
48 AGI ALAMOS GOLD INC Basic Materials 23,153.0 $1.0M 0.64% +518.0 +2.3% $44.43 -13.7%
49 DES WISDOMTREE TR 26,318.0 $946K 0.58% $35.94 +7.1%
50 MUNI PIMCO ETF TR 17,910.0 $935K 0.58% +4K +24.3% $52.19 -0.3%
51 SCHG SCHWAB STRATEGIC TR 31,894.0 $929K 0.57% -46K -59.1% $29.13 +18.0%
52 SGOV ISHARES TR 9,198.0 $926K 0.57% +5K +97.0% $100.66 -0.0%
53 IESC IES HOLDINGS INC Industrials 1,843.0 $878K 0.54% +41.0 +2.3% $476.47 +38.4%
54 BWXT BWX TECHNOLOGIES INC Industrials 4,105.0 $839K 0.52% -21.0 -0.5% $204.50 -0.8%
55 VCSH VANGUARD SCOTTSDALE FDS 10,170.0 $806K 0.50% -56.0 -0.6% $79.27 -0.5%
56 VTI VANGUARD INDEX FDS 2,415.0 $775K 0.48% $320.82 +14.3%
57 VONG VANGUARD SCOTTSDALE FDS 6,830.0 $749K 0.46% -87.0 -1.3% $109.69 +17.3%
58 CAH CARDINAL HEALTH INC Healthcare 3,489.0 $737K 0.46% +56.0 +1.6% $211.28 -5.0%
59 LIT GLOBAL X FDS 9,822.0 $730K 0.45% NEW $74.35 +14.7%
60 NEM NEWMONT CORP Basic Materials 6,674.0 $722K 0.45% -160.0 -2.3% $108.24 -0.6%
Page 3 of 6  ·  117 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%