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Portfolio (Quarterly) Guide ↗

Optivise Advisory Services LLC

· CIK 0002042876
13F Portfolio $197M AUM 228 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 60 New 88 Added 59 Reduced 15 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AIRR FIRST TR EXCHANGE TRADED FD 2,444.0 $326K 0.17% NEW $133.25 -18.8%
22 DAL DELTA AIR LINES INC Industrials 3,185.0 $298K 0.15% NEW $93.67 -16.7%
23 SOXX ISHARES TR 448.0 $287K 0.15% NEW $640.75 -20.2%
24 NOW SERVICENOW INC Technology 2,703.0 $268K 0.14% NEW $99.27 +49.1%
25 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 984.0 $267K 0.14% NEW $271.85 -16.8%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 903.0 $254K 0.13% NEW $281.20 -16.8%
27 KLAC KLA CORP Technology 837.0 $252K 0.13% NEW $301.59 -41.8%
28 GD GENERAL DYNAMICS CORP Industrials 672.0 $238K 0.12% NEW $354.20 +4.8%
29 PNC PNC FINL SVCS GROUP INC Financial Services 957.0 $236K 0.12% NEW $246.34 -2.7%
30 QLD PROSHARES TR 2,436.0 $236K 0.12% NEW $96.76 -6.7%
31 COWG PACER FDS TR 5,762.0 $231K 0.12% NEW $40.15 +0.2%
32 SMMD ISHARES TR 2,506.0 $230K 0.12% NEW $91.63 -1.5%
33 MU MICRON TECHNOLOGY INC Technology 196.0 $227K 0.12% NEW $1156.14 -17.1%
34 MS MORGAN STANLEY Financial Services 1,081.0 $226K 0.12% NEW $209.00 +2.1%
35 DGRO ISHARES TR 2,976.0 $226K 0.11% NEW $75.78 +4.3%
36 FLEX FLEX LTD Technology 1,388.0 $225K 0.11% NEW $162.07 -32.6%
37 USHY ISHARES TR 6,034.0 $223K 0.11% NEW $37.02 -0.3%
38 PAGAYA TECHNOLOGIES LTD 12,232.0 $223K 0.11% NEW $18.25
39 SPACE EXPLORATION TECHN CORP 1,297.0 $222K 0.11% NEW $170.80
40 AJG GALLAGHER ARTHUR J & CO Financial Services 960.0 $220K 0.11% NEW $229.64 +14.2%
Page 2 of 3  ·  60 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 28.4%
Technology 26.7%
Healthcare 10.4%
Industrials 7.8%
Consumer Defensive 6.9%
Communication Services 6.6%
Consumer Cyclical 6.1%
Energy 4.2%
Utilities 1.2%
Basic Materials 1.0%