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Portfolio (Quarterly) Guide ↗

Farrell Financial LLC

· CIK 0002031235
13F Portfolio $185M AUM 83 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 35 Added 24 Reduced 1 Exited
Page 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 1,435.0 $361K 0.20% -12.0 -0.8% $251.58 +1.5%
62 WTV WISDOMTREE TR 3,450.0 $351K 0.19% -146.0 -4.1% $101.72 +6.9%
63 VXUS VANGUARD STAR FDS 4,031.0 $345K 0.19% -143.0 -3.4% $85.49 +2.4%
64 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 351.0 $329K 0.18% -211.0 -37.5% $936.75 +0.9%
65 GLD SPDR GOLD TR Financial Services 875.0 $322K 0.17% $368.38 +11.0%
66 FYX FIRST TR EXCHANGE-TRADED ALP 2,195.0 $317K 0.17% $144.32 -1.3%
67 MRVL MARVELL TECHNOLOGY INC Technology 997.0 $297K 0.16% NEW $297.89 -27.3%
68 AVGO BROADCOM INC Technology 767.0 $290K 0.16% NEW $377.76 -2.4%
69 GOOG ALPHABET INC 784.0 $277K 0.15% $353.33
70 UPS UNITED PARCEL SVCS INC Industrials 2,459.0 $264K 0.14% -145.0 -5.6% $107.50 -2.0%
71 FNX FIRST TR EXCHANGE-TRADED ALP 1,786.0 $261K 0.14% $146.31 -1.4%
72 PEP PEPSICO INC Consumer Defensive 1,762.0 $239K 0.13% +17.0 +1.0% $135.42 +4.2%
73 IGLB ISHARES TR 4,743.0 $237K 0.13% $50.04 -3.7%
74 CSCO CISCO SYS INC Technology 2,011.0 $236K 0.13% NEW $117.43 -6.4%
75 IJR ISHARES TR 1,590.0 $236K 0.13% NEW $148.27 -1.8%
76 IGIB ISHARES TR 4,317.0 $230K 0.12% +52.0 +1.2% $53.17 -1.8%
77 IJH ISHARES TR 2,955.0 $228K 0.12% NEW $77.12 -1.8%
78 GLW CORNING INC Technology 865.0 $221K 0.12% NEW $255.52 -41.7%
79 PGX INVESCO EXCH TRADED FD TR II 19,799.0 $215K 0.12% +192.0 +1.0% $10.84 -2.2%
80 VIGI VANGUARD WHITEHALL FDS 2,272.0 $212K 0.12% NEW $93.37 +5.6%
Page 4 of 5  ·  83 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 52.1%
Financial Services 31.5%
Consumer Cyclical 8.9%
Healthcare 3.0%
Consumer Defensive 1.9%
Energy 1.6%
Industrials 0.9%