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Portfolio (Quarterly) Guide ↗

FLORIDA FINANCIAL ADVISORS, LLC

· CIK 0002050972
13F Portfolio $592M AUM 362 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 362 New
Page 6 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MGK VANGUARD WORLD FD 18,528.0 $1.6M 0.28% NEW $87.91 +1.2%
102 HII HUNTINGTON INGALLS INDS INC Industrials 5,809.0 $1.6M 0.28% NEW $280.01 +6.5%
103 V VISA INC Financial Services 4,667.0 $1.6M 0.27% NEW $343.29 +8.1%
104 LBRT LIBERTY ENERGY INC Energy 59,830.0 $1.6M 0.27% NEW $26.19 -26.1%
105 HD HOME DEPOT INC Consumer Cyclical 4,300.0 $1.5M 0.26% NEW $352.96 -4.9%
106 CVX CHEVRON CORPORATION Energy 8,887.0 $1.5M 0.25% NEW $165.78 +23.8%
107 MDYG SPDR SERIES TRUST 12,833.0 $1.4M 0.24% NEW $112.09 -1.7%
108 VYMI VANGUARD WHITEHALL FDS 14,538.0 $1.4M 0.24% NEW $98.20 +7.2%
109 VUG VANGUARD INDEX FDS 16,306.0 $1.4M 0.24% NEW $86.15 +1.6%
110 NI NISOURCE INC Utilities 29,530.0 $1.4M 0.24% NEW $47.55 -14.6%
111 KLAC KLA CORP Technology 4,642.0 $1.4M 0.24% NEW $301.92 -39.1%
112 TPC TUTOR PERINI CORP Industrials 16,863.0 $1.4M 0.24% NEW $82.98 +10.0%
113 FDVV FIDELITY COVINGTON TRUST 23,205.0 $1.4M 0.24% NEW $60.29 +4.7%
114 TRGP TARGA RES CORP Energy 5,024.0 $1.3M 0.23% NEW $268.16 +11.5%
115 GEV GE VERNOVA INC Utilities 1,117.0 $1.3M 0.22% NEW $1175.15 -18.6%
116 XOM EXXON MOBIL CORP Energy 9,543.0 $1.3M 0.22% NEW $136.74 +20.7%
117 QUAL ISHARES TR 5,832.0 $1.3M 0.22% NEW $219.49 +1.7%
118 AXTI AXT INC Technology 17,224.0 $1.2M 0.21% NEW $72.08 -1.9%
119 SOXX ISHARES TR 1,900.0 $1.2M 0.21% NEW $640.69 -18.8%
120 J P MORGAN EXCHANGE TRADED F 16,756.0 $1.2M 0.20% NEW $72.28
Page 6 of 19  ·  362 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
Technology 41.1%
Industrials 16.2%
Financial Services 13.5%
Healthcare 7.0%
Consumer Cyclical 6.0%
Communication Services 5.6%
Basic Materials 3.0%
Consumer Defensive 2.6%
Utilities 2.0%
Energy 2.0%