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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 12 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MCK MCKESSON CORP Healthcare 269.0 $203K 0.10% NEW $756.43 +17.0%
222 EQRR PROSHARES TR 2,465.0 $201K 0.10% NEW $81.69 +7.6%
223 HELE HELEN OF TROY LTD Consumer Defensive 6,905.0 $201K 0.10% NEW $29.07 +3.5%
224 BGLD FIRST TR EXCHANGE-TRADED FD 11,147.0 $182K 0.09% NEW $16.29 +4.8%
225 OPFI OPPFI INC Technology 14,657.0 $146K 0.07% -2K -13.0% $9.93 -30.2%
226 BORR DRILLING LTD 34,308.0 $142K 0.07% NEW $4.13
227 SBSW SIBANYE STILLWATER LTD Basic Materials 12,950.0 $110K 0.06% NEW $8.49 +39.6%
228 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 100.0 $75K 0.04% NEW $746.77 +2.7%
Page 12 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%