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Portfolio (Quarterly) Guide ↗

Advyzon Investment Management, LLC

· CIK 0002011872
13F Portfolio $1.1B AUM 1,195 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 157 New 361 Added 140 Reduced 51 Exited
Page 3 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PANW PALO ALTO NETWORKS INC Technology 8,592.0 $1.4M 0.12% -506.0 -5.6% $160.32 +55.0%
42 TLH ISHARES TR 13,109.0 $1.3M 0.12% -4K -25.0% $100.72 -1.3%
43 PGR PROGRESSIVE CORP Financial Services 5,955.0 $1.2M 0.11% -188.0 -3.1% $198.25 -0.7%
44 MOAT VANECK ETF TRUST 12,163.0 $1.2M 0.10% -4K -23.6% $96.70 +5.4%
45 XLC SELECT SECTOR SPDR TR 10,577.0 $1.2M 0.10% -3K -22.9% $110.86 +4.9%
46 HYD VANECK ETF TRUST 23,239.0 $1.2M 0.10% -968.0 -4.0% $50.14 +2.1%
47 INTC INTEL CORP Technology 25,686.0 $1.1M 0.10% -9K -24.9% $44.13 +175.9%
48 MA MASTERCARD INCORPORATED Financial Services 2,265.0 $1.1M 0.10% -460.0 -16.9% $499.77 -0.9%
49 ITA ISHARES TR 5,037.0 $1.1M 0.10% -5K -48.2% $218.76 +5.4%
50 BSV VANGUARD BD INDEX FDS 13,744.0 $1.1M 0.10% -3K -18.8% $78.41 -0.5%
51 NSC NORFOLK SOUTHN CORP Industrials 3,683.0 $1.1M 0.10% -144.0 -3.8% $287.04 +13.5%
52 GILD GILEAD SCIENCES INC Healthcare 7,525.0 $1.0M 0.09% -259.0 -3.3% $139.37 -4.1%
53 TLT ISHARES TR 12,040.0 $1.0M 0.09% -2K -12.7% $86.69 -1.6%
54 URI UNITED RENTALS INC Industrials 1,419.0 $1.0M 0.09% -84.0 -5.6% $728.76 +35.6%
55 BA BOEING CO Industrials 5,095.0 $1.0M 0.09% -1K -17.9% $199.03 +12.7%
56 OEF ISHARES TR 3,013.0 $958K 0.09% -16K -84.3% $318.06 +17.6%
57 BINC BLACKROCK ETF TRUST II 17,468.0 $907K 0.08% -1K -7.6% $51.93 +0.8%
58 ISRG INTUITIVE SURGICAL INC Healthcare 1,968.0 $907K 0.08% -61.0 -3.0% $460.91 -9.2%
59 CRWD CROWDSTRIKE HLDGS INC Technology 2,313.0 $903K 0.08% -101.0 -4.2% $390.41 +65.3%
60 THIR THOR FINL TECHNOLOGIES TR 28,572.0 $886K 0.08% -4K -11.6% $31.01 +10.7%
Page 3 of 7  ·  140 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 23.6%
Technology 23.0%
Healthcare 9.9%
Industrials 9.8%
Communication Services 8.1%
Consumer Defensive 7.6%
Consumer Cyclical 7.2%
Energy 4.7%
Utilities 3.7%
Basic Materials 1.2%