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Portfolio (Quarterly) Guide ↗

PFW Advisors LLC

· CIK 0001989744
13F Portfolio $343M AUM 124 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 26 Added 63 Reduced 7 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PINNACLE FINL PARTNERS INC 5,536.0 $558K 0.16% +78.0 +1.4% $100.88
22 VGT VANGUARD WORLD FD 3,732.0 $446K 0.13% +3K +700.9% $119.53 +0.5%
23 CAT CATERPILLAR INC Industrials 332.0 $354K 0.10% +13.0 +4.1% $1064.90 -24.9%
24 XOM EXXON MOBIL CORP Energy 1,983.0 $271K 0.08% +45.0 +2.3% $136.75 +14.6%
25 NFLX NETFLIX INC. Communication Services 3,471.0 $248K 0.07% +61.0 +1.8% $71.40 +14.5%
26 NVS NOVARTIS AG Healthcare 1,465.0 $230K 0.07% +8.0 +0.6% $156.72 -1.9%
Page 2 of 2  ·  26 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
Consumer Defensive 25.5%
Basic Materials 20.5%
Technology 16.2%
Financial Services 10.7%
Healthcare 7.3%
Industrials 5.9%
Consumer Cyclical 5.9%
Utilities 3.8%
Communication Services 2.2%
Real Estate 1.8%