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Portfolio (Quarterly) Guide ↗

FINANCIAL ADVISORY PARTNERS, LLC

· CIK 0001994252
13F Portfolio $354M AUM 66 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 32 Added 25 Reduced 1 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSG REPUBLIC SVCS INC Industrials 21,762.0 $4.8M 1.35% +159.0 +0.7% $219.02 -2.5%
22 SRE SEMPRA Utilities 48,458.0 $4.7M 1.33% -325.0 -0.7% $97.17 -4.6%
23 VCLT VANGUARD SCOTTSDALE FDS 62,783.0 $4.7M 1.33% -431.0 -0.7% $74.72 +1.4%
24 JNJ JOHNSON & JOHNSON Healthcare 19,168.0 $4.7M 1.32% -169.0 -0.9% $244.44 -1.4%
25 PFF ISHARES TR 149,476.0 $4.5M 1.28% -6K -3.7% $30.32 +1.1%
26 BKLN INVESCO EXCH TRADED FD TR II 221,119.0 $4.5M 1.28% $20.41 -0.4%
27 CB CHUBB LTD SWITZ Financial Services 13,690.0 $4.5M 1.26% -108.0 -0.8% $325.93 +2.8%
28 VB VANGUARD INDEX FDS 16,625.0 $4.4M 1.23% +1K +7.3% $261.92 +13.5%
29 LMT LOCKHEED MARTIN CORP Industrials 7,107.0 $4.3M 1.22% -89.0 -1.2% $604.39 -18.7%
30 MSFT MICROSOFT CORP Technology 11,520.0 $4.3M 1.21% +65.0 +0.6% $370.17 -1.3%
31 VO VANGUARD INDEX FDS 14,577.0 $4.2M 1.18% +1K +8.1% $287.18 -72.1%
32 UNP UNION PAC CORP Industrials 16,217.0 $3.9M 1.11% +130.0 +0.8% $242.62 +7.1%
33 CVX CHEVRON CORPORATION Energy 18,148.0 $3.8M 1.06% -1K -5.3% $206.90 -17.1%
34 HIG HARTFORD INSURANCE GROUP INC Financial Services 27,552.0 $3.7M 1.05% +173.0 +0.6% $135.23 -2.2%
35 XOM EXXON MOBIL CORP Energy 21,905.0 $3.7M 1.05% -883.0 -3.9% $169.66 -17.6%
36 V VISA INC Financial Services 11,755.0 $3.6M 1.00% +170.0 +1.5% $302.24 +9.9%
37 LOW LOWES COS INC Consumer Cyclical 14,831.0 $3.5M 0.99% +88.0 +0.6% $236.28 -6.3%
38 SYK STRYKER CORPORATION Healthcare 10,541.0 $3.5M 0.98% +147.0 +1.4% $328.59 -4.5%
39 PG PROCTER & GAMBLE CO Consumer Defensive 23,765.0 $3.4M 0.97% +152.0 +0.6% $144.44 +5.3%
40 SCHW SCHWAB CHARLES CORP Financial Services 34,041.0 $3.2M 0.91% NEW $93.98 -2.8%
Page 2 of 4  ·  66 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 20.1%
Industrials 16.4%
Technology 16.0%
Consumer Defensive 12.6%
Healthcare 10.3%
Utilities 9.0%
Consumer Cyclical 5.9%
Energy 5.8%
Communication Services 3.9%