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Portfolio (Quarterly) Guide ↗

Pathway Financial Advisers, LLC

· CIK 0002024152
13F Portfolio $397M AUM 167 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 16 New 94 Added 41 Reduced 12 Exited
Page 1 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 296,891.0 $10.9M 2.75% +7K +2.5% $36.76 +5.1%
2 ABBV ABBVIE INC COM USD0.01 Healthcare 34,586.0 $8.7M 2.19% +1K +3.1% $251.64 +2.9%
3 DUK DUKE ENERGY CORP NEW COM NEW ISIN US26441C2044 SEDOL B7JZSK0 Utilities 58,552.0 $7.4M 1.87% +1K +2.0% $126.58 -2.0%
4 AAPL APPLE INC Technology 24,661.0 $7.1M 1.80% +660.0 +2.8% $289.37 +7.1%
5 ETY EATON VANCE TAX-MANAGED DIVERS COM Financial Services 446,419.0 $6.5M 1.64% +30K +7.3% $14.54 +0.4%
6 O REALTY INCOME CORP COM Real Estate 103,196.0 $6.4M 1.61% +3K +3.4% $61.96 +0.4%
7 VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 23,882.0 $5.6M 1.42% +3K +12.4% $236.58 +3.3%
8 PEP PEPSICO INC Consumer Defensive 39,871.0 $5.4M 1.36% +200.0 +0.5% $135.40 +3.5%
9 KLAC KLA CORP COM NEW Technology 16,807.0 $5.1M 1.28% +15K +908.2% $301.71 -35.4%
10 CVX CHEVRON CORP NEW COM Energy 30,588.0 $5.1M 1.28% +2K +6.7% $165.76 +24.1%
11 NVDA NVIDIA CORPORATION COM Technology 25,252.0 $5.1M 1.27% +1K +6.2% $200.09 +9.8%
12 MSFT MICROSOFT CORP Technology 13,512.0 $5.0M 1.27% +3K +22.8% $373.01 +29.1%
13 GOOGL ALPHABET INC CAP STK CL A Communication Services 13,837.0 $4.9M 1.25% +1K +11.3% $357.38 -3.7%
14 OHI OMEGA HEALTHCARE INVESTORS INC Real Estate 99,603.0 $4.7M 1.20% +2K +2.2% $47.68 -2.6%
15 VZ VERIZON COMMUNICATIONS INC Communication Services 104,142.0 $4.4M 1.11% +3K +3.1% $42.34 +14.6%
16 SO SOUTHERN CO Utilities 45,111.0 $4.3M 1.09% +1K +2.8% $95.71 -3.8%
17 WMT WALMART INC COM Consumer Defensive 36,891.0 $4.2M 1.05% +404.0 +1.1% $113.26 +1.7%
18 MRK MERCK &CO. INC COM Healthcare 32,011.0 $4.1M 1.04% +3K +12.0% $128.50 +5.2%
19 AEP AMERICAN ELEC PWR CO INC COM Utilities 29,787.0 $4.1M 1.03% +4K +14.4% $136.81 -7.6%
20 MGK VANGUARD MEGA CAP GROWTH INDEX FUND 46,004.0 $4.0M 1.02% +38K +488.0% $87.91 +1.5%
Page 1 of 5  ·  94 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 21.3%
Financial Services 17.8%
Energy 11.0%
Healthcare 9.3%
Industrials 8.7%
Utilities 8.4%
Real Estate 7.8%
Consumer Defensive 5.4%
Basic Materials 4.2%
Communication Services 3.3%