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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 4 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DELL DELL TECHNOLOGIES INC Technology 2,102.0 $907K 0.42% NEW $431.46 -1.6%
62 STRL STERLING INFRASTRUCTURE INC Industrials 1,071.0 $899K 0.42% NEW $839.36 -45.7%
63 VTI VANGUARD INDEX FDS 2,419.0 $895K 0.41% $370.07 +1.4%
64 LIT GLOBAL X FDS 11,113.0 $870K 0.40% +1K +13.1% $78.28 -4.6%
65 VONG VANGUARD SCOTTSDALE FDS 6,758.0 $864K 0.40% -72.0 -1.1% $127.81 -2.4%
66 VCSH VANGUARD SCOTTSDALE FDS 10,901.0 $861K 0.40% +731.0 +7.2% $79.03 -1.2%
67 GDX VANECK ETF TRUST 11,246.0 $848K 0.39% -203.0 -1.8% $75.45 +25.5%
68 SRE SEMPRA Utilities 9,004.0 $835K 0.39% +3K +49.3% $92.71 -9.1%
69 BPOP POPULAR INC Financial Services 5,046.0 $828K 0.38% NEW $164.18 +1.9%
70 CAH CARDINAL HEALTH INC Healthcare 3,451.0 $820K 0.38% -38.0 -1.1% $237.56 +0.8%
71 BWXT BWX TECHNOLOGIES INC Industrials 4,182.0 $814K 0.38% +77.0 +1.9% $194.64 -17.0%
72 TER TERADYNE INC Technology 1,637.0 $792K 0.37% NEW $483.84 -30.7%
73 VWO VANGUARD INTL EQUITY INDEX F 13,268.0 $792K 0.37% NEW $59.69 +1.7%
74 WMT WALMART INC Consumer Defensive 6,896.0 $781K 0.36% -4K -36.5% $113.26 -6.5%
75 PIZ INVESCO EXCH TRADED FD TR II 13,853.0 $774K 0.36% +96.0 +0.7% $55.90 -5.7%
76 MRVL MARVELL TECHNOLOGY INC Technology 2,511.0 $748K 0.35% NEW $297.89 -29.4%
77 MPC MARATHON PETE CORP Energy 2,869.0 $734K 0.34% -60.0 -2.0% $255.70 +49.8%
78 IAU ISHARES GOLD TR Financial Services 9,372.0 $708K 0.33% -15K -62.1% $75.51 +7.7%
79 ITM VANECK ETF TRUST 15,011.0 $705K 0.33% $46.99 -3.4%
80 PWR QUANTA SVCS INC Industrials 947.0 $682K 0.32% NEW $720.04 -15.1%
Page 4 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%