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Portfolio (Quarterly) Guide ↗

THOR TRADING ADVISORS, LLC

· CIK 0002057073
13F Portfolio $319M AUM 39 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 39 New
Page 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TRUS Financial Services 96,096.0 $70.8M 22.20% NEW $736.40 -3.9%
2 DIA SS SPDR DJIA ETF Financial Services 134,499.0 $70.3M 22.05% NEW $522.39 +1.0%
3 SPY SS S&P 500 ET-US Financial Services 93,471.0 $69.8M 21.90% NEW $746.77 +2.0%
4 XLK SS TECH SEL SECT 51,942.0 $9.9M 3.10% NEW $190.52 -3.6%
5 XLI SS INDUSTRIAL 46,889.0 $8.7M 2.73% NEW $185.23 -6.7%
6 XLF SS FINANCIAL SEL 153,709.0 $8.2M 2.59% NEW $53.61 +6.7%
7 XLU SS UTILITIES SEL 178,831.0 $8.1M 2.54% NEW $45.34 -6.1%
8 XLRE SS REAL ESTATE 183,644.0 $8.1M 2.54% NEW $44.03 +0.0%
9 XLY SS CONSUMER DISC 67,568.0 $7.9M 2.49% NEW $117.28 -2.3%
10 XLB SS MATERIALS ETF 155,268.0 $7.9M 2.48% NEW $50.83 +2.4%
11 IGLD FT VEST GOLD STR 294,537.0 $6.2M 1.95% NEW $21.06 -0.1%
12 BLOK AMPL-TRNS DATA 66,334.0 $4.2M 1.30% NEW $62.63 -3.2%
13 TQQQ PROSHARES UL QQQ 51,087.0 $4.1M 1.30% NEW $81.00 -14.6%
14 YCS PROSHARES ULTRASHORT YEN Financial Services 67,392.0 $3.8M 1.20% NEW $56.62 -1.7%
15 PDBC INVESCO OPTIMUM YIELD DIV 188,021.0 $3.0M 0.94% NEW $15.88 +20.0%
16 XLE SS ENERGY SELECT 51,086.0 $2.7M 0.85% NEW $53.11 +22.0%
17 BIL SPDR BLOOMBERG 1 27,280.0 $2.5M 0.78% NEW $91.64 -0.3%
18 NVDA NVIDIA CORP Technology 8,665.0 $1.7M 0.54% NEW $200.09 +8.7%
19 PFIX SIMPL-INT RT HDG 38,094.0 $1.7M 0.52% NEW $43.36 +19.0%
20 AVGO BROADCOM INC Technology 4,330.0 $1.6M 0.51% NEW $377.75 -2.1%
Page 1 of 2  ·  39 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 95.5%
Technology 2.2%
Consumer Defensive 1.0%
Consumer Cyclical 0.6%
Utilities 0.5%
Energy 0.3%