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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 7 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BSJS INVESCO EXCH TRD SLF IDX FD 37,762.0 $821K 0.10% NEW $21.75 +0.4%
122 NOC NORTHROP GRUMMAN CORP Industrials 1,594.0 $812K 0.10% NEW $509.31 +14.4%
123 RTX RTX CORPORATION Industrials 4,266.0 $809K 0.10% NEW $189.74 +16.1%
124 OVBC OHIO VY BANC CORP Financial Services 18,050.0 $784K 0.09% NEW $43.43 +2.9%
125 BERKSHIRE HATHAWAY INC DEL 1,562.0 $782K 0.09% NEW $500.39
126 CEG CONSTELLATION ENERGY CORP Utilities 3,105.0 $771K 0.09% NEW $248.37 +10.4%
127 MGK VANGUARD WORLD FD 8,659.0 $761K 0.09% NEW $87.91 +1.7%
128 PSR INVESCO ACTIVELY MANAGED EXC 7,139.0 $732K 0.09% NEW $102.57 +2.0%
129 DE DEERE & CO Industrials 1,129.0 $716K 0.09% NEW $634.33 -8.5%
130 AZN ASTRAZENECA PLC Healthcare 3,773.0 $715K 0.09% NEW $189.62 -13.0%
131 AMGN AMGEN INC Healthcare 1,847.0 $669K 0.08% NEW $362.12 +22.2%
132 HONEYWELL INTL INC 2,865.0 $642K 0.08% NEW $223.93
133 HONEYWELL AEROSPACE INC 2,836.0 $627K 0.07% NEW $221.08
134 MDLZ MONDELEZ INTL INC Consumer Defensive 10,538.0 $610K 0.07% NEW $57.84 +10.9%
135 CSCO CISCO SYS INC Technology 4,960.0 $583K 0.07% NEW $117.47 -5.9%
136 SHOP SHOPIFY INC Technology 5,081.0 $580K 0.07% NEW $114.18 +28.4%
137 IJR ISHARES TR 3,859.0 $572K 0.07% NEW $148.31 -0.3%
138 ABT ABBOTT LABORATORIES Healthcare 6,085.0 $552K 0.07% NEW $90.74 +26.1%
139 BSMQ INVESCO EXCH TRD SLF IDX FD 23,033.0 $542K 0.07% NEW $23.54 +0.0%
140 ACWI ISHARES TR 3,418.0 $537K 0.07% NEW $156.97 +2.4%
Page 7 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%