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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SEZL SEZZLE INC Financial Services 1,283.0 $220K 0.11% NEW $171.63 -29.8%
42 UNH UNITEDHEALTH GROUP INC Healthcare 529.0 $220K 0.11% NEW $415.94 -6.4%
43 TXN TEXAS INSTRS INC Technology 731.0 $218K 0.11% NEW $298.27 -12.5%
44 LAMR LAMAR ADVERTISING CO Real Estate 1,395.0 $218K 0.11% NEW $155.98 -4.5%
45 AMKR AMKOR TECHNOLOGY INC Technology 2,498.0 $215K 0.11% NEW $86.23 -45.1%
46 USAI PACER FDS TR 4,714.0 $214K 0.11% NEW $45.50 +5.3%
47 QTEC FIRST TR EXCHANGE-TRADED FD 630.0 $211K 0.11% NEW $334.71 -5.4%
48 AEP AMERICAN ELEC PWR CO INC Utilities 1,539.0 $211K 0.11% NEW $136.79 -10.5%
49 IJR ISHARES TR 1,419.0 $210K 0.11% NEW $148.28 -2.5%
50 FERG FERGUSON ENTERPRISES INC Industrials 882.0 $209K 0.11% NEW $237.42 -5.4%
51 OKLO OKLO INC Utilities 3,987.0 $209K 0.11% NEW $52.33 -22.5%
52 MPWR MONOLITHIC PWR SYS INC Technology 151.0 $209K 0.11% NEW $1380.99 -8.2%
53 DHDG FIRST TR EXCHNG TRADED FD VI 5,616.0 $205K 0.10% NEW $36.57 +2.8%
54 MCK MCKESSON CORP Healthcare 269.0 $203K 0.10% NEW $756.43 +17.0%
55 EQRR PROSHARES TR 2,465.0 $201K 0.10% NEW $81.69 +7.6%
56 HELE HELEN OF TROY LTD Consumer Defensive 6,905.0 $201K 0.10% NEW $29.07 +3.5%
57 BGLD FIRST TR EXCHANGE-TRADED FD 11,147.0 $182K 0.09% NEW $16.29 +4.8%
58 BORR DRILLING LTD 34,308.0 $142K 0.07% NEW $4.13
59 SBSW SIBANYE STILLWATER LTD Basic Materials 12,950.0 $110K 0.06% NEW $8.49 +39.6%
60 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 100.0 $75K 0.04% NEW $746.77 +2.7%
Page 3 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%