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Portfolio (Quarterly) Guide ↗

Wills Financial Group LLC

· CIK 0002059579
13F Portfolio $275M AUM 75 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 82 New
Page 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 1,492.0 $526K 0.19% NEW $352.73 -9.0%
62 ALB ALBEMARLE CORP Basic Materials 3,339.0 $451K 0.16% NEW $135.03 -6.5%
63 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 10,830.0 $392K 0.14% NEW $36.24 +3.7%
64 MCK MCKESSON CORP Healthcare 500.0 $378K 0.14% NEW $755.60 +20.2%
65 LOW LOWES COS INC Consumer Cyclical 1,700.0 $375K 0.14% NEW $220.49 -7.3%
66 JEPI J P MORGAN EXCHANGE TRADED F 6,415.0 $362K 0.13% NEW $56.48 +1.3%
67 VB VANGUARD INDEX FDS 1,118.0 $339K 0.12% NEW $303.12 -1.0%
68 JCPB J P MORGAN EXCHANGE TRADED F 7,094.0 $333K 0.12% NEW $46.94 -2.1%
69 ABT ABBOTT LABORATORIES Healthcare 3,531.0 $320K 0.12% NEW $90.74 +19.4%
70 MKL MARKEL GROUP INC Financial Services 142.0 $277K 0.10% NEW $1953.01 -6.5%
71 ISRG INTUITIVE SURGICAL INC Healthcare 691.0 $275K 0.10% NEW $397.68 -7.8%
72 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 287.0 $268K 0.10% NEW $935.33 -2.1%
73 TSLA TESLA INC Consumer Cyclical 624.0 $262K 0.10% NEW $420.60 -15.8%
74 HII HUNTINGTON INGALLS INDS INC Industrials 926.0 $259K 0.09% NEW $280.02 +2.1%
75 VOO VANGUARD INDEX FDS 364.0 $250K 0.09% NEW $686.81 +3.1%
76 RTX RTX CORPORATION Industrials 1,276.0 $242K 0.09% NEW $189.73 +5.8%
77 GLD SPDR GOLD TR Financial Services 627.0 $231K 0.08% NEW $368.38 +10.4%
78 C CITIGROUP INC Financial Services 1,611.0 $225K 0.08% NEW $139.96 -1.6%
79 CSX CSX CORP Industrials 4,693.0 $223K 0.08% NEW $47.53 +4.0%
80 TRV TRAVELERS COMPANIES INC Financial Services 630.0 $208K 0.08% NEW $330.12 +11.9%
Page 4 of 5  ·  82 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 27.0%
Financial Services 11.9%
Industrials 11.8%
Consumer Defensive 10.3%
Utilities 9.0%
Healthcare 7.6%
Communication Services 6.5%
Consumer Cyclical 6.2%
Energy 5.5%
Basic Materials 4.2%