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Portfolio (Quarterly) Guide ↗

Farther Finance Advisors, LLC

· CIK 0001992825
13F Portfolio $10.6B AUM 5,767 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 530 New 2857 Added 1618 Reduced 227 Exited
Page 63 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 TRUBRIDGE INC COM 513.0 $8K -45.0 -8.1% $15.65
1242 SIGA SIGA TECHNOLOGIES INC COM Healthcare 1,535.0 $8K -3K -63.0% $5.17 -16.2%
1243 SSTK SHUTTERSTOCK INC COM Communication Services 479.0 $8K -52.0 -9.8% $16.51 -17.3%
1244 WHF WHITEHORSE FIN INC COM Financial Services 1,106.0 $8K -67.0 -5.7% $7.11 -9.6%
1245 GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 192.0 $8K -43.0 -18.3% $40.92 +5.9%
1246 HTZ HERTZ GLOBAL HLDGS INC COM NEW Industrials 1,514.0 $8K -649.0 -30.0% $5.18 -5.1%
1247 SEZL SEZZLE INC COM Financial Services 123.0 $8K -32.0 -20.6% $63.70 +140.4%
1248 AMN AMN HEALTHCARE SVCS INC COM Healthcare 421.0 $8K -165.0 -28.2% $18.56 +69.4%
1249 METALLUS INC COM 464.0 $8K -282.0 -37.8% $16.42
1250 AESI ATLAS ENERGY SOLUTIONS INC COM NEW Energy 618.0 $8K -128.0 -17.2% $12.20 +33.7%
1251 CRSR CORSAIR GAMING INC COM Technology 1,351.0 $7K -761.0 -36.0% $5.55 +58.5%
1252 FRANKLIN XRP ETF 510.0 $7K -14K -96.5% $14.67
1253 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 287.0 $7K -286.0 -49.9% $25.78 +6.1%
1254 CAL CALERES INC COM Consumer Cyclical 658.0 $7K -499.0 -43.1% $11.06 +20.7%
1255 INOD INNODATA INC COM NEW Technology 182.0 $7K -624.0 -77.4% $39.69 +166.6%
1256 DEFI DEVELOPMENT CORP COM 2,077.0 $7K -4K -67.2% $3.45
1257 NTSI WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND 156.0 $7K -54.0 -25.7% $44.60 +7.5%
1258 GERN GERON CORP COM Healthcare 4,166.0 $7K -3K -42.2% $1.66 -24.7%
1259 EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF 245.0 $7K -275.0 -52.9% $28.19 +2.9%
1260 IART INTEGRA LIFESCIENCES HLDGS CP COM NEW Healthcare 715.0 $7K -100.0 -12.3% $9.57 +84.7%
Page 63 of 81  ·  1,618 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 30.6%
Financial Services 20.7%
Consumer Cyclical 10.0%
Communication Services 7.9%
Industrials 7.8%
Healthcare 7.5%
Consumer Defensive 4.7%
Energy 4.6%
Utilities 2.7%
Basic Materials 2.2%