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Portfolio (Quarterly) Guide ↗

Frederick Financial Consultants, LLC

· CIK 0002055328
13F Portfolio $201M AUM 109 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 33 Added 47 Reduced 7 Exited
Page 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TAXF AMERICAN CENTY ETF TR 8,750.0 $438K 0.22% -1K -12.3% $50.05 +0.5%
62 MA MASTERCARD INCORPORATED Financial Services 874.0 $437K 0.22% -382.0 -30.4% $499.48 -1.3%
63 SCHD SCHWAB STRATEGIC TR 13,546.0 $416K 0.21% +4K +39.9% $30.68 +6.5%
64 STBA S & T BANCORP INC Financial Services 9,411.0 $394K 0.20% $41.83 +8.4%
65 IUSG ISHARES TR 2,480.0 $385K 0.19% $155.10 +21.9%
66 WFC WELLS FARGO & CO Financial Services 4,780.0 $381K 0.19% +1K +40.7% $79.62 -4.0%
67 EEM ISHARES TR 6,454.0 $367K 0.18% +252.0 +4.1% $56.79 +20.4%
68 MKC MCCORMICK & CO INC Consumer Defensive 7,159.0 $361K 0.18% -543.0 -7.0% $50.44 -7.2%
69 T AT&T INC Communication Services 12,442.0 $361K 0.18% +406.0 +3.4% $28.99 -13.7%
70 QUAL ISHARES TR 1,872.0 $359K 0.18% +52.0 +2.9% $191.79 +12.5%
71 BAC BANK AMERICA CORP Financial Services 7,353.0 $358K 0.18% -523.0 -6.6% $48.75 +7.1%
72 LOW LOWES COS INC Consumer Cyclical 1,509.0 $357K 0.18% -48.0 -3.1% $236.32 -10.3%
73 DOV DOVER CORP Industrials 1,699.0 $354K 0.18% +164.0 +10.7% $208.45 +3.3%
74 IWB ISHARES TR 962.0 $343K 0.17% -79.0 -7.6% $356.56 +14.8%
75 NLR VANECK ETF TRUST 2,504.0 $334K 0.17% -57.0 -2.2% $133.19 +1.1%
76 MS MORGAN STANLEY Financial Services 1,923.0 $316K 0.16% +60.0 +3.2% $164.53 +22.6%
77 KO COCA COLA CO Consumer Defensive 4,107.0 $312K 0.15% $76.04 +5.8%
78 V VISA INC Financial Services 1,020.0 $308K 0.15% -578.0 -36.2% $302.17 +8.0%
79 HSY HERSHEY CO Consumer Defensive 1,467.0 $305K 0.15% -20.0 -1.3% $207.91 -8.1%
80 RSP INVESCO EXCHANGE TRADED FD T 1,576.0 $302K 0.15% $191.88 +8.2%
Page 4 of 6  ·  109 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 28.1%
Financial Services 22.2%
Consumer Cyclical 11.2%
Basic Materials 9.4%
Communication Services 9.2%
Industrials 7.0%
Healthcare 5.1%
Consumer Defensive 4.0%
Energy 2.3%
Utilities 1.6%