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Portfolio (Quarterly) Guide ↗

Gordian Advisors LLC

· CIK 0002011856
13F Portfolio $170M AUM 65 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 65 New
Page 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 256.0 $307K 0.18% NEW $1199.54 -2.2%
42 AVGO BROADCOM INC Technology 795.0 $300K 0.18% NEW $377.75 -2.4%
43 FITB FIFTH THIRD BANCORP Financial Services 5,310.0 $299K 0.18% NEW $56.37 -3.2%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 1,061.0 $298K 0.17% NEW $281.09 -16.2%
45 EXPD EXPEDITORS INTL WASH INC Industrials 1,790.0 $292K 0.17% NEW $162.98 +17.2%
46 DFUV DIMENSIONAL ETF TRUST 5,194.0 $286K 0.17% NEW $55.01 +4.0%
47 BNDX VANGUARD CHARLOTTE FDS 5,814.0 $282K 0.17% NEW $48.43 -1.7%
48 CSCO CISCO SYS INC Technology 2,390.0 $281K 0.17% NEW $117.44 -6.4%
49 IWM ISHARES TR 887.0 $266K 0.16% NEW $300.45 -1.6%
50 CVX CHEVRON CORPORATION Energy 1,600.0 $265K 0.16% NEW $165.76 +21.8%
51 SYK STRYKER CORPORATION Healthcare 825.0 $260K 0.15% NEW $314.84 +5.0%
52 MRK MERCK & CO INC Healthcare 2,005.0 $258K 0.15% NEW $128.51 +15.4%
53 VONV VANGUARD SCOTTSDALE FDS 2,358.0 $251K 0.15% NEW $106.31 +6.6%
54 HD HOME DEPOT INC Consumer Cyclical 703.0 $248K 0.15% NEW $352.51 -6.3%
55 XOM EXXON MOBIL CORP Energy 1,792.0 $245K 0.14% NEW $136.72 +14.6%
56 IWD ISHARES TR 1,001.0 $243K 0.14% NEW $242.32 +6.6%
57 VONG VANGUARD SCOTTSDALE FDS 1,828.0 $234K 0.14% NEW $127.81 -1.1%
58 AMD ADVANCED MICRO DEVICES INC Technology 400.0 $232K 0.14% NEW $580.91 -19.9%
59 EFV ISHARES TR 3,032.0 $232K 0.14% NEW $76.56 +6.8%
60 MU MICRON TECHNOLOGY INC Technology 200.0 $231K 0.14% NEW $1154.29 -19.2%
Page 3 of 4  ·  65 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 49.3%
Financial Services 13.0%
Healthcare 11.1%
Consumer Cyclical 8.6%
Consumer Defensive 7.0%
Industrials 6.3%
Energy 2.5%
Utilities 1.1%
Communication Services 1.0%