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Portfolio (Quarterly) Guide ↗

Portfolio Resources Advisor Group, Inc.

· CIK 0002038285
13F Portfolio $118M AUM 154 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 43 Added 35 Reduced 34 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 INTC INTEL CORP Technology 70 $3K 0.00% SOLD
22 BMY BRISTOL-MYERS SQUIBB CO Healthcare 44 $3K 0.00% SOLD
23 PFE PFIZER INC Healthcare 88 $2K 0.00% SOLD
24 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5 $2K 0.00% SOLD
25 CMCSA COMCAST CORP NEW Communication Services 74 $2K 0.00% SOLD
26 IGSB ISHARES TR 38 $2K 0.00% SOLD
27 DIS DISNEY WALT CO Communication Services 19 $2K 0.00% SOLD
28 WM WASTE MGMT INC DEL Industrials 7 $2K 0.00% SOLD
29 PNC PNC FINL SVCS GROUP INC Financial Services 7 $1K 0.00% SOLD
30 CVS CVS HEALTH CORP Healthcare 17 $1K 0.00% SOLD
31 IGF ISHARES TR 18 $1K 0.00% SOLD
32 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4 $1K 0.00% SOLD
33 HWM HOWMET AEROSPACE INC Industrials 4 $922.0 0.00% SOLD
34 PYPL PAYPAL HLDGS INC Financial Services 16 $724.0 0.00% SOLD
Page 2 of 2  ·  34 positions
Sector Allocation
Financial Services 50.2%
Real Estate 26.5%
Technology 19.6%
Communication Services 2.4%
Consumer Defensive 1.4%