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Portfolio (Quarterly) Guide ↗

Advantage Trust Co

· CIK 0002009346
13F Portfolio $223M AUM 123 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 12 Added 13 Reduced 2 Exited
Page 2 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBB iShares Biotechnology ETF 4,677.0 $790K 0.35% $168.85 +5.5%
22 VIG Vanguard Dividend Appreciation ETF 3,388.0 $729K 0.33% $215.06 +8.9%
23 VDE Vanguard Energy ETF 3,615.0 $626K 0.28% $173.04 -10.6%
24 LLY Eli Lilly & Co Healthcare 665.0 $612K 0.27% $919.77 +20.4%
25 VV Vanguard Large-Cap Index Fund ETF 2,040.0 $610K 0.27% $298.85 +13.3%
26 RTX RTX Corporation Industrials 2,563.0 $494K 0.22% $192.90 -3.4%
27 MSFT Microsoft Corp Technology 1,328.0 $492K 0.22% $370.17 +1.0%
28 VOO Vanguard S&P 500 ETF 819.0 $489K 0.22% +20.0 +2.5% $597.55 +13.2%
29 XBI SPDR S&P Biotech ETF 3,645.0 $466K 0.21% $127.73 +15.1%
30 BOTZ Global X Robotics & Artificial Intelligence ETF 10,376.0 $345K 0.15% +300.0 +3.0% $33.22 +10.3%
31 ITA iShares U.S. Aerospace & Defense ETF 1,490.0 $326K 0.15% $218.75 +7.9%
32 IAU iShares Gold Trust ETF Financial Services 3,427.0 $302K 0.14% $88.16 -12.3%
33 DE Deere & Co Industrials 535.0 $301K 0.14% $563.30 +5.1%
34 WMT WALMART Inc. Consumer Defensive 2,268.0 $282K 0.13% $124.28 -3.9%
35 VB Vanguard Small Cap ETF 1,065.0 $279K 0.12% $261.92 +12.6%
36 MCD McDonalds Corp Consumer Cyclical 893.0 $278K 0.12% -50.0 -5.3% $310.79 -12.6%
37 AAPL Apple Inc Technology 1,075.0 $273K 0.12% $253.79 +16.0%
38 PEP Pepsico Inc Consumer Defensive 1,617.0 $251K 0.11% $155.29 -8.5%
39 VNQ Vanguard Real Estate ETF 2,728.0 $242K 0.11% $88.70 +10.3%
40 VPU Vanguard Utilities Index Fund ETF 1,169.0 $232K 0.10% $198.14 -0.9%
Page 2 of 7  ·  123 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
Healthcare 20.3%
Industrials 16.9%
Technology 15.4%
Financial Services 12.5%
Consumer Defensive 10.9%
Communication Services 7.8%
Consumer Cyclical 7.0%
Energy 3.8%
Utilities 2.6%
Real Estate 2.6%