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Portfolio (Quarterly) Guide ↗

AA Financial Advisors, LLC

· CIK 0002016899
13F Portfolio $832M AUM 230 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 230 New
Page 10 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HBAN HUNTINGTON BANCSHARES INC Financial Services 19,625.0 $348K 0.04% NEW $17.73 -4.1%
182 ETN EATON CORP PLC Industrials 801.0 $341K 0.04% NEW $426.12 -2.5%
183 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,001.0 $331K 0.04% NEW $330.46 -0.3%
184 ATO ATMOS ENERGY CORP Utilities 1,919.0 $331K 0.04% NEW $172.27 -1.0%
185 TOTALENERGIES SE 4,112.0 $320K 0.04% NEW $77.76
186 INTC INTEL CORP Technology 2,280.0 $318K 0.04% NEW $139.64 -34.0%
187 SO SOUTHERN CO Utilities 3,271.0 $313K 0.04% NEW $95.71 -4.5%
188 BLK BLACKROCK INC Financial Services 318.0 $306K 0.04% NEW $961.56 +18.5%
189 FENY FIDELITY COVINGTON TRUST 10,203.0 $302K 0.04% NEW $29.56 +19.6%
190 VTHR VANGUARD SCOTTSDALE FDS 899.0 $298K 0.04% NEW $331.43 +1.8%
191 VOOV VANGUARD ADMIRAL FDS INC 1,337.0 $293K 0.04% NEW $219.15 +4.0%
192 BAI BLACKROCK ETF TRUST 5,536.0 $292K 0.04% NEW $52.72 -15.6%
193 AMERICAS GOLD AND SILVER COR 61,200.0 $289K 0.04% NEW $4.72
194 YUM YUM BRANDS INC Consumer Cyclical 1,781.0 $285K 0.03% NEW $159.82 -4.7%
195 PANW PALO ALTO NETWORKS INC Technology 825.0 $281K 0.03% NEW $341.02 +2.5%
196 BA BOEING CO Industrials 1,295.0 $280K 0.03% NEW $216.47 -0.6%
197 AEP AMERICAN ELEC PWR CO INC Utilities 2,011.0 $275K 0.03% NEW $136.79 -8.1%
198 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,315.0 $271K 0.03% NEW $206.01 +5.8%
199 MTUM ISHARES TR 786.0 $269K 0.03% NEW $342.72 -11.0%
200 KKR KKR & CO INC Financial Services 2,910.0 $267K 0.03% NEW $91.78 +16.6%
Page 10 of 12  ·  230 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 28.7%
Financial Services 20.9%
Consumer Cyclical 12.5%
Industrials 9.0%
Healthcare 8.7%
Communication Services 6.7%
Consumer Defensive 6.1%
Utilities 2.8%
Energy 2.5%
Basic Materials 1.0%