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Portfolio (Quarterly) Guide ↗

Gratus Wealth Advisors, LLC

· CIK 0002022161
13F Portfolio $786M AUM 138 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 42 Added 50 Reduced 11 Exited
Page 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TT TRANE TECHNOLOGIES PLC Industrials 2,248.0 $1.1M 0.14% +192.0 +9.3% $491.16 -8.2%
62 LOW LOWES COS INC Consumer Cyclical 4,839.0 $1.1M 0.14% -954.0 -16.5% $220.48 -1.4%
63 AMP AMERIPRISE FINL INC Financial Services 2,269.0 $1.0M 0.13% +112.0 +5.2% $458.77 +19.3%
64 XOM EXXON MOBIL CORP Energy 6,832.0 $934K 0.12% +218.0 +3.3% $136.73 +21.6%
65 DUK DUKE ENERGY CORP NEW Utilities 7,279.0 $921K 0.12% -121.0 -1.6% $126.57 -3.1%
66 V VISA INC Financial Services 2,647.0 $908K 0.12% -30.0 -1.1% $343.09 +6.6%
67 TOL TOLL BROTHERS INC Consumer Cyclical 5,434.0 $895K 0.11% -696.0 -11.3% $164.74 -11.9%
68 SHEL SHELL PLC Energy 10,920.0 $847K 0.11% -642.0 -5.5% $77.54 +20.8%
69 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,450.0 $810K 0.10% NEW $330.46 -0.3%
70 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 11,059.0 $802K 0.10% NEW $72.51 +9.7%
71 KIM KIMCO REALTY CORP Real Estate 30,665.0 $777K 0.10% +3K +11.0% $25.35 -4.7%
72 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.10% $748850.00
73 SRE SEMPRA Utilities 7,939.0 $736K 0.09% NEW $92.71 -5.7%
74 ABT ABBOTT LABORATORIES Healthcare 8,032.0 $729K 0.09% -2K -19.7% $90.74 +25.9%
75 JNJ JOHNSON & JOHNSON Healthcare 2,853.0 $725K 0.09% +215.0 +8.2% $253.97 +5.3%
76 JPM JPMORGAN CHASE & CO Financial Services 2,213.0 $725K 0.09% +339.0 +18.1% $327.40 +7.4%
77 NSC NORFOLK SOUTHN CORP Industrials 2,298.0 $723K 0.09% $314.53 +10.2%
78 KO COCA COLA CO Consumer Defensive 8,127.0 $660K 0.08% +553.0 +7.3% $81.27 +11.4%
79 PSX PHILLIPS 66 Energy 3,879.0 $656K 0.08% -357.0 -8.4% $169.07 +42.0%
80 QCOM QUALCOMM INC Technology 3,438.0 $635K 0.08% -120.0 -3.4% $184.78 -13.0%
Page 4 of 7  ·  138 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 37.7%
Technology 27.5%
Communication Services 8.1%
Healthcare 7.1%
Industrials 6.6%
Consumer Cyclical 4.6%
Consumer Defensive 3.0%
Utilities 3.0%
Energy 2.1%
Real Estate 0.4%