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Portfolio (Quarterly) Guide ↗

Farther Finance Advisors, LLC

· CIK 0001992825
13F Portfolio $12.8B AUM 6,021 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 442 New 2974 Added 1759 Reduced 210 Exited
Page 297 of 300  ·  5,986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5921 APTOSE BIOSCIENCES INC COM NEW 10.0 $15.0 $1.50
5922 DIANA SHIPPING INC WT EXP 121426 93.0 $14.0 $0.15
5923 AMPRIUS TECHNOLOGIES INC WT EXP 091427 2.0 $12.0 $6.00
5924 PULM PULMATRIX INC COM Healthcare 7.0 $12.0 $1.71 -8.4%
5925 NL NLI HOLDINGS INC COM NEW Industrials 2.0 $12.0 -164.0 -98.8% $6.00 +6.5%
5926 LAKE LAKELAND INDS INC COM Consumer Cyclical 1.0 $11.0 NEW $11.00 +6.3%
5927 HCWC HEALTHY CHOICE WELLNESS CORP CL A Consumer Defensive 55.0 $11.0 $0.20 +36.5%
5928 SOLESENCE INC COM 14.0 $10.0 +13.0 +1300.0% $0.71
5929 AEF ABRDN EMERGING MARKETS EX CHIN COM Financial Services 1.0 $10.0 NEW $10.00 -8.0%
5930 AHT ASHFORD HOSPITALITY TR INC COM NEW Real Estate 3.0 $10.0 $3.33 -3.1%
5931 AYTU BIOPHARMA INC COM 4.0 $9.0 NEW $2.25
5932 LIFETIME BRANDS INC COM 1.0 $9.0 $9.00
5933 WORKHORSE GROUP INC COM NEW 3.0 $9.0 -2.0 -40.0% $3.00
5934 ZOMEDICA CORP COM 86.0 $9.0 NEW $0.10
5935 CSPI CSP INC COM Technology 1.0 $8.0 -101K -100.0% $8.00 -3.1%
5936 GEG GREAT ELM GROUP INC COM NEW Healthcare 3.0 $7.0 $2.33 -6.1%
5937 LSPD LIGHTSPEED COMMERCE INC SUB VTG SHS Technology 1.0 $7.0 NEW $7.00 +48.8%
5938 JAWS MUSTANG ACQUISITION CORP WT EXP 013026 175.0 $7.0 $0.04
5939 SUNPOWER INC COM 11.0 $7.0 +10.0 +1000.0% $0.64
5940 XPLR INFRASTRUCTURE LP COM UNIT PART IN 1.0 $7.0 -1K -99.9% $7.00
Page 297 of 300  ·  5,986 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 20.0%
Consumer Cyclical 9.2%
Communication Services 7.7%
Industrials 7.6%
Healthcare 7.3%
Consumer Defensive 4.3%
Energy 3.7%
Utilities 2.4%
Basic Materials 1.8%