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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 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VOE Vanguard Mid Cap Value ETF 1,225.0 $226K 0.10% $184.28 +7.0%
42 VBR Vanguard Small Cap Value ETF 1,000.0 $217K 0.10% $217.25 +9.8%
43 VOX Vanguard Communication Services ETF 1,143.0 $206K 0.09% $179.84 +1.7%
44 VFH Vanguard Financials ETF 1,689.0 $204K 0.09% $120.81 +9.8%
45 GOOGL Alphabet, Inc. Class A Communication Services 680.0 $196K 0.09% $287.56 +20.4%
46 ABBV Abbvie Inc Healthcare 814.0 $177K 0.08% $217.49 +7.9%
47 ORCL Oracle Corp Technology 1,053.0 $155K 0.07% -125.0 -10.6% $147.11 +12.3%
48 GOOG Alphabet, Inc. Class C Communication Services 540.0 $155K 0.07% $286.86 +20.6%
49 PFE Pfizer Inc Healthcare 5,053.0 $142K 0.06% -597.0 -10.6% $28.08 -12.0%
50 VIS Vanguard Industrials ETF 406.0 $127K 0.06% $312.22 +11.5%
51 PECO Phillips Edison & Company, Inc. Real Estate 3,386.0 $127K 0.06% $37.42 +11.7%
52 JNJ Johnson & Johnson Healthcare 495.0 $121K 0.05% -75.0 -13.2% $244.44 -2.2%
53 OMC Omnicom Group Inc Communication Services 1,600.0 $120K 0.05% $75.31 -3.1%
54 OKE Oneok Inc Energy 1,227.0 $111K 0.05% $90.39 -2.6%
55 CAT Caterpillar Inc Industrials 148.0 $105K 0.05% -19.0 -11.4% $708.46 +38.9%
56 BMY Bristol Myers Squibb Co Healthcare 1,700.0 $103K 0.05% -374.0 -18.0% $60.65 -8.4%
57 KRE SPDR S&P Regional Banking ETF 1,500.0 $98K 0.04% $65.15 +12.2%
58 VCR Vanguard Consumer Discretionary ETF 270.0 $97K 0.04% $359.03 +6.9%
59 SBUX Starbucks Corp Consumer Cyclical 1,055.0 $95K 0.04% $89.59 +12.8%
60 UNP Union Pacific Corp Industrials 386.0 $94K 0.04% $242.62 +6.6%
Page 3 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%