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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
Page 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMGN AMGEN INC Healthcare 664.0 $241K 0.24% NEW $362.37 +22.0%
82 COHR COHERENT CORP Technology 601.0 $237K 0.24% NEW $394.47 -26.9%
83 MA MASTERCARD INCORPORATED Financial Services 458.0 $235K 0.24% +9.0 +2.0% $513.55 +16.7%
84 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,091.0 $229K 0.23% NEW $109.74 +1.2%
85 FORTINET INC 1,444.0 $222K 0.23% NEW $153.62
86 PEP PEPSICO INC Consumer Defensive 1,628.0 $220K 0.23% $135.41 +5.0%
87 JNJ JOHNSON & JOHNSON Healthcare 867.0 $220K 0.23% $254.05 +7.5%
88 KO COCA COLA CO Consumer Defensive 2,612.0 $212K 0.22% NEW $81.28 +12.8%
89 CSX CSX CORP Industrials 4,466.0 $212K 0.22% NEW $47.53 +8.4%
90 QCOM QUALCOMM INC Technology 1,130.0 $209K 0.21% NEW $184.79 -13.1%
91 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,618.0 $208K 0.21% NEW $45.11 +18.5%
92 BERKSHIRE HATHAWAY INC DEL 414.0 $207K 0.21% -37.0 -8.2% $500.39
93 NSC NORFOLK SOUTHN CORP Industrials 636.0 $200K 0.20% NEW $314.59 +11.7%
94 IIM INVESCO VALUE MUN INCOME TR Financial Services 14,546.0 $185K 0.19% +269.0 +1.9% $12.73 -1.3%
95 GUT GABELLI UTIL TR Financial Services 15,082.0 $99K 0.10% $6.59 -2.9%
96 NABL N-ABLE INC Technology 12,121.0 $44K 0.04% +2K +17.9% $3.67 +2.2%
97 PLTK PLAYTIKA HLDG CORP Technology 10,260.0 $38K 0.04% NEW $3.72 -34.1%
Page 5 of 5  ·  97 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 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%