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Portfolio (Quarterly) Guide ↗

Antonelli Financial Advisors, LLC

· CIK 0002055364
13F Portfolio $146M AUM 53 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 5 Added 33 Reduced 4 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VNQ VANGUARD INDEX FDS 4,110.0 $396K 0.27% -715.0 -14.8% $96.35 +0.9%
42 IWR ISHARES TR 3,400.0 $375K 0.26% -400.0 -10.5% $110.29 +1.8%
43 LOW LOWES COS INC Consumer Cyclical 1,676.0 $370K 0.25% $220.76 -5.8%
44 VNQI VANGUARD INTL EQUITY INDEX F 8,169.0 $366K 0.25% -1K -14.1% $44.80 +1.0%
45 SNPS SYNOPSYS INC Technology 731.0 $326K 0.22% $445.96 -0.8%
46 TJX TJX COS INC NEW Consumer Cyclical 2,059.0 $312K 0.21% $151.53 -10.8%
47 DTM DT MIDSTREAM INC Energy 2,051.0 $301K 0.21% $146.76 -11.7%
48 IUSG ISHARES TR 1,454.0 $274K 0.19% $188.45 +1.5%
49 HD HOME DEPOT INC Consumer Cyclical 775.0 $273K 0.19% $352.26 -6.3%
50 QCOM QUALCOMM INC Technology 1,432.0 $265K 0.18% NEW $185.06 -11.3%
51 AXP AMERICAN EXPRESS CO Financial Services 745.0 $252K 0.17% -70.0 -8.6% $338.25 -1.5%
52 PG PROCTER & GAMBLE CO Consumer Defensive 1,650.0 $242K 0.17% -436.0 -20.9% $146.67 -2.0%
53 ITOT ISHARES TR 1,395.0 $229K 0.16% NEW $164.16 +2.6%
Page 3 of 3  ·  53 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
Financial Services 41.7%
Technology 35.1%
Consumer Cyclical 8.5%
Communication Services 7.1%
Healthcare 3.0%
Consumer Defensive 2.0%
Industrials 1.3%
Utilities 0.8%
Energy 0.5%