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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 7 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRS CARPENTER TECHNOLOGY CORP Industrials 705.0 $435K 0.22% NEW $616.99 -22.8%
122 SHYG ISHARES TR 10,150.0 $430K 0.22% +1K +16.6% $42.41 -0.2%
123 GE GE AEROSPACE Industrials 1,152.0 $430K 0.22% +199.0 +20.9% $373.57 -10.1%
124 COP CONOCOPHILLIPS Energy 4,112.0 $428K 0.22% +630.0 +18.1% $103.96 +27.4%
125 BLK BLACKROCK INC Financial Services 443.0 $426K 0.22% +45.0 +11.3% $960.60 +20.3%
126 AMAT APPLIED MATLS INC Technology 585.0 $423K 0.21% -6.0 -1.0% $722.39 -36.5%
127 V VISA INC Financial Services 1,220.0 $419K 0.21% +60.0 +5.2% $343.06 +10.6%
128 NOBL PROSHARES TR 7,399.0 $416K 0.21% +4K +100.0% $56.16 +3.0%
129 PEP PEPSICO INC Consumer Defensive 3,059.0 $414K 0.21% +78.0 +2.6% $135.39 +3.7%
130 CVS CVS HEALTH CORP Healthcare 3,993.0 $413K 0.21% $103.44 -9.2%
131 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 564.0 $397K 0.20% -6.0 -1.1% $703.34 -2.3%
132 JEPI J P MORGAN EXCHANGE TRADED F 6,948.0 $392K 0.20% +3K +72.3% $56.48 +1.8%
133 KMI KINDER MORGAN INC DEL Energy 12,180.0 $389K 0.20% +2K +17.4% $31.97 +0.8%
134 PRU PRUDENTIAL FINL INC Financial Services 3,601.0 $389K 0.20% +391.0 +12.2% $107.93 +9.0%
135 BK BANK OF NY MELLON CORP Financial Services 2,630.0 $380K 0.19% +370.0 +16.4% $144.62 -0.6%
136 VZ VERIZON COMMUNICATIONS INC Communication Services 8,940.0 $379K 0.19% +2K +21.0% $42.34 +18.1%
137 JEPQ J P MORGAN EXCHANGE TRADED F 6,049.0 $372K 0.19% NEW $61.46 -2.0%
138 GDE WISDOMTREE TR 6,020.0 $368K 0.19% $61.09 +11.3%
139 IAU ISHARES GOLD TR Financial Services 4,807.0 $363K 0.18% -6K -54.0% $75.51 +10.9%
140 QCOM QUALCOMM INC Technology 1,960.0 $362K 0.18% +240.0 +13.9% $184.79 -7.7%
Page 7 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%