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Portfolio (Quarterly) Guide ↗

Warner Group LLC

· CIK 0002073617
13F Portfolio $406M AUM 129 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 129 New
Page 2 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 26,768.0 $5.1M 1.26% NEW $190.52 -4.0%
22 QUS SPDR SERIES TRUST 25,637.0 $4.8M 1.18% NEW $186.87 +4.5%
23 LLY ELI LILLY & CO Healthcare 3,863.0 $4.6M 1.14% NEW $1199.43 -0.8%
24 MSFT MICROSOFT CORP Technology 12,305.0 $4.6M 1.13% NEW $373.03 +33.1%
25 TFLO ISHARES TR 62,004.0 $3.1M 0.77% NEW $50.63 -0.0%
26 SNPE DBX ETF TR 40,650.0 $2.8M 0.69% NEW $68.86 +2.8%
27 PPA INVESCO EXCHANGE TRADED FD T 15,310.0 $2.7M 0.67% NEW $176.66 -2.4%
28 GOOGL ALPHABET INC Communication Services 7,272.0 $2.6M 0.64% NEW $357.40 -4.3%
29 RTX RTX CORPORATION Industrials 13,314.0 $2.5M 0.62% NEW $189.73 +11.7%
30 AON AON PLC Financial Services 6,974.0 $2.3M 0.57% NEW $331.69 +6.7%
31 JPM JPMORGAN CHASE & CO Financial Services 6,623.0 $2.2M 0.53% NEW $327.33 +8.9%
32 FXL FIRST TR EXCHANGE-TRADED FD 9,950.0 $2.2M 0.53% NEW $217.22 -1.7%
33 FLRN SPDR SERIES TRUST 63,964.0 $2.0M 0.49% NEW $30.85 -0.1%
34 GOOG ALPHABET INC 5,318.0 $1.9M 0.46% NEW $353.33
35 IVV ISHARES TR 2,402.0 $1.8M 0.44% NEW $748.72 +2.8%
36 CAT CATERPILLAR INC Industrials 1,636.0 $1.7M 0.43% NEW $1064.90 -22.8%
37 FV FIRST TR EXCHANGE TRADED FD 21,669.0 $1.6M 0.41% NEW $75.88 -2.7%
38 YEAR AB ACTIVE ETFS INC 29,534.0 $1.5M 0.37% NEW $50.34 -0.0%
39 TSLA TESLA INC Consumer Cyclical 3,131.0 $1.3M 0.32% NEW $420.60 -17.8%
40 AMD ADVANCED MICRO DEVICES INC Technology 2,200.0 $1.3M 0.32% NEW $580.91 -17.2%
Page 2 of 7  ·  129 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 38.9%
Technology 36.1%
Industrials 5.9%
Consumer Cyclical 5.6%
Healthcare 5.5%
Communication Services 3.5%
Consumer Defensive 1.7%
Energy 1.3%
Utilities 0.9%
Basic Materials 0.3%