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Portfolio (Quarterly) Guide ↗

Runnymede Capital Advisors, Inc.

· CIK 0002054540
13F Portfolio $174M AUM 75 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New
Page 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 62,685.0 $17.0M 9.81% NEW $271.86 +12.2%
2 NVDA NVIDIA CORP Technology 61,590.0 $11.5M 6.62% NEW $186.50 +17.7%
3 MSFT MICROSOFT CORP Technology 19,347.0 $9.4M 5.39% NEW $483.61 -13.3%
4 USIG ISHARES BRD USD INV GRD CORP BD ETF 175,018.0 $9.1M 5.22% NEW $51.77 -1.6%
5 GOOGL ALPHABET INC Communication Services 25,670.0 $8.0M 4.63% NEW $313.00 +23.9%
6 AMZN AMAZON.COM INC Consumer Cyclical 26,723.0 $6.2M 3.55% NEW $230.82 +16.3%
7 GE GE AEROSPACE Industrials 18,802.0 $5.8M 3.33% NEW $308.03 -2.0%
8 WMT WALMART INC Consumer Defensive 50,585.0 $5.6M 3.25% NEW $111.41 +17.4%
9 JPM JPMORGAN CHASE CO Financial Services 15,672.0 $5.0M 2.91% NEW $322.22 -6.0%
10 BKNG BOOKING HLDGS INC Consumer Cyclical 868.0 $4.6M 2.68% NEW $5355.33 -97.0%
11 COST COSTCO WHSL CORP NEW Consumer Defensive 5,260.0 $4.5M 2.61% NEW $862.34 +21.8%
12 META META PLATFORMS INC Communication Services 6,157.0 $4.1M 2.34% NEW $660.09 -8.0%
13 V VISA INC Financial Services 9,640.0 $3.4M 1.95% NEW $350.69 -5.7%
14 LOW LOWES COS INC Consumer Cyclical 13,865.0 $3.3M 1.93% NEW $241.16 -9.9%
15 SYK STRYKER CORP Healthcare 9,255.0 $3.3M 1.87% NEW $351.45 -8.5%
16 UBS UBS GROUP AG Financial Services 64,279.0 $3.0M 1.71% NEW $46.31 +2.1%
17 NOC NORTHROP GRUMMAN CORP Industrials 4,481.0 $2.6M 1.47% NEW $570.21 -3.3%
18 CVX CHEVRON CORP NEW Energy 15,956.0 $2.4M 1.40% NEW $152.41 +25.3%
19 AMD ADVANCED MICRO DEVIC Technology 10,290.0 $2.2M 1.27% NEW $214.16 +109.9%
20 LNG CHENIERE ENERGY INC Energy 11,042.0 $2.1M 1.24% NEW $194.39 +23.7%
Page 1 of 4  ·  74 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 36.3%
Consumer Cyclical 14.2%
Financial Services 11.5%
Industrials 8.9%
Communication Services 8.8%
Healthcare 7.8%
Consumer Defensive 7.5%
Energy 3.0%
Real Estate 1.2%
Utilities 0.9%