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Portfolio (Quarterly) Guide ↗

CogentBlue Wealth Advisors, LLC

· CIK 0002054047
13F Portfolio $175M AUM 103 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 39 Added 22 Reduced 5 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KO COCA COLA CO Consumer Defensive 2,668.0 $217K 0.12% -45.0 -1.7% $81.27 +10.3%
22 KR KROGER CO Consumer Defensive 3,767.0 $209K 0.12% -259.0 -6.4% $55.53 +3.9%
Page 2 of 2  ·  22 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 68.3%
Financial Services 13.9%
Industrials 8.7%
Consumer Cyclical 5.7%
Consumer Defensive 2.8%
Communication Services 0.7%