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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 11 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SEZL SEZZLE INC Financial Services 1,283.0 $220K 0.11% NEW $171.63 -29.8%
202 UNH UNITEDHEALTH GROUP INC Healthcare 529.0 $220K 0.11% NEW $415.94 -6.4%
203 TXN TEXAS INSTRS INC Technology 731.0 $218K 0.11% NEW $298.27 -12.5%
204 LAMR LAMAR ADVERTISING CO Real Estate 1,395.0 $218K 0.11% NEW $155.98 -4.5%
205 AMKR AMKOR TECHNOLOGY INC Technology 2,498.0 $215K 0.11% NEW $86.23 -45.1%
206 USAI PACER FDS TR 4,714.0 $214K 0.11% NEW $45.50 +5.3%
207 BP BP PLC Energy 5,769.0 $213K 0.11% $36.95 +16.0%
208 QTEC FIRST TR EXCHANGE-TRADED FD 630.0 $211K 0.11% NEW $334.71 -5.4%
209 AEP AMERICAN ELEC PWR CO INC Utilities 1,539.0 $211K 0.11% NEW $136.79 -10.5%
210 IJR ISHARES TR 1,419.0 $210K 0.11% NEW $148.28 -2.5%
211 CL COLGATE PALMOLIVE CO Consumer Defensive 2,293.0 $210K 0.11% -223.0 -8.9% $91.68 -2.0%
212 FERG FERGUSON ENTERPRISES INC Industrials 882.0 $209K 0.11% NEW $237.42 -5.4%
213 OKLO OKLO INC Utilities 3,987.0 $209K 0.11% NEW $52.33 -22.5%
214 MPWR MONOLITHIC PWR SYS INC Technology 151.0 $209K 0.11% NEW $1380.99 -8.2%
215 CVX CHEVRON CORPORATION Energy 1,248.0 $207K 0.10% -46.0 -3.5% $165.79 +24.3%
216 THC TENET HEALTHCARE CORP Healthcare 1,104.0 $207K 0.10% -133.0 -10.8% $187.08 +42.1%
217 SGOL ETFS GOLD TR Financial Services 5,385.0 $206K 0.10% -1K -19.8% $38.23 +10.9%
218 MDT MEDTRONIC PLC Healthcare 2,629.0 $206K 0.10% +109.0 +4.3% $78.23 +15.9%
219 DHDG FIRST TR EXCHNG TRADED FD VI 5,616.0 $205K 0.10% NEW $36.57 +2.8%
220 XLC SELECT SECTOR SPDR TR 1,902.0 $204K 0.10% -17.0 -0.9% $107.12 +4.1%
Page 11 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%