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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 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KR KROGER CO Consumer Defensive 11,388.0 $632K 0.08% $55.53 -0.3%
82 HD HOME DEPOT INC Consumer Cyclical 1,775.0 $626K 0.08% $352.68 -4.7%
83 DUPONT DE NEMOURS INC 4,540.0 $616K 0.08% NEW $135.64
84 UNH UNITEDHEALTH GROUP INC Healthcare 1,479.0 $615K 0.08% $415.63 -6.5%
85 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,078.0 $604K 0.08% NEW $290.59 -5.1%
86 TFC TRUIST FINL CORP Financial Services 11,124.0 $554K 0.07% +164.0 +1.5% $49.82 +1.7%
87 DE DEERE & CO Industrials 863.0 $547K 0.07% +74.0 +9.4% $634.33 -8.5%
88 AZN ASTRAZENECA PLC Healthcare 2,807.0 $532K 0.07% NEW $189.62 -13.0%
89 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,343.0 $519K 0.07% -83.0 -5.8% $386.73 +2.0%
90 CSCO CISCO SYS INC Technology 4,363.0 $512K 0.07% +352.0 +8.8% $117.46 -5.9%
91 SO SOUTHERN CO Utilities 5,333.0 $510K 0.07% +37.0 +0.7% $95.72 -3.7%
92 CACI CACI INTL INC Technology 1,088.0 $504K 0.06% -10.0 -0.9% $463.26 +42.2%
93 MSI MOTOROLA SOLUTIONS INC Technology 1,186.0 $493K 0.06% -56.0 -4.5% $415.29 +15.8%
94 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,219.0 $481K 0.06% +278.0 +5.6% $92.09 -1.0%
95 NXPI NXP SEMICONDUCTORS N V Technology 1,684.0 $473K 0.06% -107.0 -6.0% $281.03 -19.4%
96 DHR DANAHER CORP DEL Healthcare 2,458.0 $468K 0.06% $190.48 +11.0%
97 GLW CORNING INC Technology 1,720.0 $439K 0.06% NEW $255.43 -40.3%
98 DGX QUEST DIAGNOSTICS INC Healthcare 2,059.0 $436K 0.06% -23.0 -1.1% $211.97 +12.1%
99 C CITIGROUP INC Financial Services 2,988.0 $418K 0.05% NEW $139.94 -5.0%
100 PEP PEPSICO INC Consumer Defensive 3,052.0 $413K 0.05% -19.0 -0.6% $135.40 +5.3%
Page 5 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%