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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 10 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RIO RIO TINTO PLC Basic Materials 2,502.0 $238K 0.12% +26.0 +1.1% $94.93 +8.0%
182 PNC PNC FINL SVCS GROUP INC Financial Services 957.0 $236K 0.12% NEW $246.34 -2.7%
183 QLD PROSHARES TR 2,436.0 $236K 0.12% NEW $96.76 -6.7%
184 XMMO INVESCO EXCHANGE TRADED FD T 1,384.0 $236K 0.12% $170.16 -10.5%
185 TMC TMC THE METALS COMPANY INC Basic Materials 53,070.0 $235K 0.12% $4.43 +7.7%
186 IWV ISHARES TR 549.0 $234K 0.12% -73.0 -11.7% $426.40 +2.3%
187 NFLX NETFLIX INC. Communication Services 3,263.0 $233K 0.12% -2K -31.7% $71.40 +13.5%
188 AOA ISHARES TR 2,375.0 $232K 0.12% -1K -37.0% $97.60 +1.3%
189 COWG PACER FDS TR 5,762.0 $231K 0.12% NEW $40.15 +0.2%
190 MSCI MSCI INC Financial Services 411.0 $230K 0.12% -28.0 -6.4% $560.37 +1.8%
191 SMMD ISHARES TR 2,506.0 $230K 0.12% NEW $91.63 -1.5%
192 MU MICRON TECHNOLOGY INC Technology 196.0 $227K 0.12% NEW $1156.14 -17.1%
193 MS MORGAN STANLEY Financial Services 1,081.0 $226K 0.12% NEW $209.00 +2.1%
194 DGRO ISHARES TR 2,976.0 $226K 0.11% NEW $75.78 +4.3%
195 FLEX FLEX LTD Technology 1,388.0 $225K 0.11% NEW $162.07 -32.6%
196 USHY ISHARES TR 6,034.0 $223K 0.11% NEW $37.02 -0.3%
197 PAGAYA TECHNOLOGIES LTD 12,232.0 $223K 0.11% NEW $18.25
198 SPACE EXPLORATION TECHN CORP 1,297.0 $222K 0.11% NEW $170.80
199 VIG VANGUARD SPECIALIZED FUNDS 934.0 $221K 0.11% $236.51 +2.3%
200 AJG GALLAGHER ARTHUR J & CO Financial Services 960.0 $220K 0.11% NEW $229.64 +14.2%
Page 10 of 12  ·  228 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%