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Portfolio (Quarterly) Guide ↗

ABLE Financial Group, LLC

· CIK 0001977500
13F Portfolio $596M AUM 222 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 64 Added 94 Reduced 23 Exited
Page 8 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMAT APPLIED MATLS INC Technology 703.0 $508K 0.09% NEW $723.00 -31.9%
142 BNDW VANGUARD SCOTTSDALE FDS 7,300.0 $500K 0.08% -13K -64.0% $68.53 -1.7%
143 ROK ROCKWELL AUTOMATION INC Industrials 986.0 $488K 0.08% $495.08 -11.7%
144 XLU SELECT SECTOR SPDR TR 10,756.0 $488K 0.08% $45.34 -5.7%
145 PKG PACKAGING CORP AMER Consumer Cyclical 2,035.0 $485K 0.08% -26.0 -1.3% $238.33 +6.1%
146 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,934.0 $484K 0.08% -140.0 -3.4% $123.11 +31.0%
147 VLO VALERO ENERGY CORP Energy 1,837.0 $478K 0.08% +245.0 +15.4% $260.44 +34.0%
148 VWO VANGUARD INTL EQUITY INDEX F 7,938.0 $474K 0.08% $59.69 +1.3%
149 MCD MCDONALDS CORP Consumer Cyclical 1,719.0 $465K 0.08% -17.0 -1.0% $270.31 +0.2%
150 ESGU ISHARES TR 2,804.0 $459K 0.08% $163.67 +2.5%
151 LQD ISHARES TR 4,157.0 $453K 0.08% $109.07 -2.9%
152 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,167.0 $434K 0.07% -172.0 -5.2% $136.95 +33.0%
153 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,130.0 $419K 0.07% -114.0 -9.2% $370.59 -3.8%
154 AFL AFLAC INC Financial Services 3,554.0 $417K 0.07% -72.0 -2.0% $117.25 -1.0%
155 LRCX LAM RESEARCH CORP Technology 960.0 $416K 0.07% NEW $433.33 -27.5%
156 CI THE CIGNA GROUP Healthcare 1,491.0 $411K 0.07% NEW $275.70 +0.7%
157 PEP PEPSICO INC Consumer Defensive 3,031.0 $410K 0.07% -200.0 -6.2% $135.40 +6.0%
158 QTEC FIRST TR EXCHANGE-TRADED FD 1,218.0 $408K 0.07% -159.0 -11.6% $334.69 -6.1%
159 SPYG SPDR SERIES TRUST 3,413.0 $406K 0.07% -9K -73.3% $118.99 +1.0%
160 CAH CARDINAL HEALTH INC Healthcare 1,596.0 $379K 0.06% -15.0 -0.9% $237.56 -3.4%
Page 8 of 12  ·  222 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
Technology 34.7%
Financial Services 20.1%
Communication Services 13.5%
Consumer Cyclical 8.0%
Healthcare 7.7%
Consumer Defensive 6.0%
Industrials 6.0%
Energy 1.7%
Utilities 1.1%
Real Estate 0.9%