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Portfolio (Quarterly) Guide ↗

Frederick Financial Consultants, LLC

· CIK 0002055328
13F Portfolio $236M AUM 121 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 39 Added 37 Reduced 4 Exited
Page 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WMT WALMART INC Consumer Defensive 2,182.0 $247K 0.10% +47.0 +2.2% $113.25 -5.4%
102 ASML ASML HLDG NV Technology 124.0 $247K 0.10% NEW $1992.40 -13.9%
103 NSC NORFOLK SOUTHN CORP Industrials 773.0 $243K 0.10% $314.59 +4.7%
104 PANW PALO ALTO NETWORKS INC Technology 709.0 $242K 0.10% NEW $341.02 -2.3%
105 T AT&T INC Communication Services 11,644.0 $241K 0.10% -798.0 -6.4% $20.70 +24.0%
106 ITOT ISHARES TR 1,438.0 $236K 0.10% $164.25 +2.7%
107 PEP PEPSICO INC Consumer Defensive 1,739.0 $235K 0.10% $135.37 +1.7%
108 LLY ELI LILLY & CO Healthcare 195.0 $234K 0.10% NEW $1201.91 -4.5%
109 VB VANGUARD INDEX FDS 772.0 $234K 0.10% -30.0 -3.7% $303.28 -1.1%
110 GLW CORNING INC Technology 904.0 $231K 0.10% NEW $255.43 -39.6%
111 USMV ISHARES TR 2,389.0 $230K 0.10% +39.0 +1.7% $96.46 +4.5%
112 KOMP SPDR SERIES TRUST 3,179.0 $227K 0.10% -374.0 -10.5% $71.50 -5.3%
113 BBUS J P MORGAN EXCHANGE TRADED F 1,684.0 $227K 0.10% -42.0 -2.4% $134.72 +3.2%
114 PM PHILIP MORRIS INTL INC Consumer Defensive 1,163.0 $210K 0.09% -69.0 -5.6% $180.96 +0.9%
115 IEI ISHARES TR 1,771.0 $208K 0.09% -515.0 -22.5% $117.43 -1.5%
116 IJH ISHARES TR 2,681.0 $207K 0.09% NEW $77.10 -1.6%
117 TAXF AMERICAN CENTY ETF TR 4,058.0 $206K 0.09% -5K -53.6% $50.84 -3.5%
118 AXP AMERICAN EXPRESS CO Financial Services 604.0 $204K 0.09% NEW $338.34 -3.6%
119 VTI VANGUARD INDEX FDS 548.0 $203K 0.09% NEW $369.97 +2.6%
120 FSK FS KKR CAP CORP Financial Services 14,531.0 $153K 0.07% -3K -15.8% $10.50 +18.5%
Page 6 of 7  ·  121 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 34.9%
Financial Services 22.3%
Consumer Cyclical 11.0%
Basic Materials 9.1%
Healthcare 6.2%
Industrials 5.9%
Communication Services 5.3%
Consumer Defensive 3.5%
Energy 1.0%
Utilities 0.9%