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Portfolio (Quarterly) Guide ↗

Duncan Williams Asset Management, LLC

· CIK 0002011771
13F Portfolio $402M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New
Page 8 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AFL AFLAC INC COM Financial Services 2,402.0 $273K 0.07% NEW $113.62 +3.6%
142 DWM WISDOMTREE INTERNATIONAL EQUITY FUND 3,717.0 $271K 0.07% NEW $72.94 +0.5%
143 REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 2,939.0 $269K 0.07% NEW $91.58 -0.6%
144 SO SOUTHERN CO COM Utilities 2,969.0 $268K 0.07% NEW $90.30 +6.1%
145 VZ VERIZON COMMUNICATIONS Communication Services 5,659.0 $266K 0.07% NEW $47.01 -2.7%
146 BIV VANGUARD INTERMEDIATE-TERM BOND 3,428.0 $266K 0.07% NEW $77.49 -0.9%
147 VTEB VANGUARD TAX-EXEMPT BOND ETF 5,175.0 $262K 0.07% NEW $50.54 -0.1%
148 T AT&T INC COM Communication Services 9,596.0 $261K 0.07% NEW $27.22 -17.8%
149 GE GE AEROSPACE COM NEW Industrials 846.0 $261K 0.07% NEW $308.50 +18.6%
150 VNQ VANGUARD REIT INDEX ETF 2,831.0 $258K 0.06% NEW $90.97 +6.6%
151 COP CONOCOPHILLIPS COM Energy 2,370.0 $255K 0.06% NEW $107.59 -0.6%
152 DVY ISHARES DJ SELECT DIVIDEND 1,645.0 $254K 0.06% NEW $154.36 +1.0%
153 GLW CORNING INC COM Technology 2,216.0 $243K 0.06% NEW $109.69 +87.6%
154 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 5,231.0 $235K 0.06% NEW $44.86 +8.1%
155 STRW STRAWBERRY FIELDS REIT INC COM Real Estate 17,681.0 $233K 0.06% NEW $13.20 +0.1%
156 DOC HEALTH CARE PPTY INVS INC Real Estate 13,808.0 $232K 0.06% NEW $16.78 +24.1%
157 IRM IRON MOUNTAIN INC Real Estate 2,562.0 $231K 0.06% NEW $90.05 +45.0%
158 PEP PEPSICO INC COM Consumer Defensive 1,376.0 $229K 0.06% NEW $166.13 -14.4%
159 MRSH MARSH & MCLENNAN COS INC COM Financial Services 1,204.0 $228K 0.06% NEW $189.72 -12.5%
160 RPG INVESCO S&P 500 PURE GROWTH ETF 4,484.0 $214K 0.05% NEW $47.62 +27.9%
Page 8 of 9  ·  170 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 30.0%
Technology 25.4%
Consumer Cyclical 10.4%
Healthcare 8.9%
Industrials 7.4%
Communication Services 5.7%
Consumer Defensive 5.3%
Energy 2.6%
Real Estate 2.4%
Basic Materials 1.9%