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Portfolio (Quarterly) Guide ↗

Zinnia Wealth Advisory, LLC

· CIK 0002073676
13F Portfolio $98M AUM 97 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 31 Added 46 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MRVL MARVELL TECHNOLOGY INC Technology 1,143.0 $340K 0.35% NEW $297.89 -18.7%
2 INTC INTEL CORP Technology 1,849.0 $258K 0.26% NEW $139.63 -36.4%
3 AMAT APPLIED MATLS INC Technology 350.0 $253K 0.26% NEW $723.00 -33.5%
4 AMGN AMGEN INC Healthcare 664.0 $241K 0.24% NEW $362.37 +22.6%
5 COHR COHERENT CORP Technology 601.0 $237K 0.24% NEW $394.47 -27.7%
6 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,091.0 $229K 0.23% NEW $109.74 +0.5%
7 FORTINET INC 1,444.0 $222K 0.23% NEW $153.62
8 KO COCA COLA CO Consumer Defensive 2,612.0 $212K 0.22% NEW $81.28 +12.7%
9 CSX CSX CORP Industrials 4,466.0 $212K 0.22% NEW $47.53 +8.4%
10 QCOM QUALCOMM INC Technology 1,130.0 $209K 0.21% NEW $184.79 -12.8%
11 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,618.0 $208K 0.21% NEW $45.11 +19.4%
12 NSC NORFOLK SOUTHN CORP Industrials 636.0 $200K 0.20% NEW $314.59 +11.9%
13 PLTK PLAYTIKA HLDG CORP Technology 10,260.0 $38K 0.04% NEW $3.72 -35.4%

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 38.8%
Financial Services 22.1%
Consumer Cyclical 11.6%
Consumer Defensive 6.9%
Industrials 6.4%
Healthcare 5.7%
Utilities 3.8%
Communication Services 3.1%
Energy 1.6%