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Portfolio (Quarterly) Guide ↗

Willow Financial LLC

· CIK 0002077046
13F Portfolio $98M AUM 40 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPEF J P MORGAN EXCHANGE TRADED F 12,952.0 $967K 0.98% NEW $74.69 +6.2%
22 XOM EXXON MOBIL CORP Energy 8,001.0 $963K 0.98% NEW $120.34 +35.1%
23 VO VANGUARD INDEX FDS 2,692.0 $781K 0.79% NEW $290.22 -73.7%
24 FRDM EA SERIES TRUST 10,181.0 $522K 0.53% NEW $51.27 +26.5%
25 AAPL APPLE INC Technology 1,913.0 $520K 0.53% NEW $271.86 +10.0%
26 IVV ISHARES TR 730.0 $500K 0.51% NEW $684.94 +7.6%
27 MSFT MICROSOFT CORP Technology 1,013.0 $490K 0.50% NEW $483.62 -13.7%
28 RTX RTX CORPORATION Industrials 2,470.0 $453K 0.46% NEW $183.40 -4.9%
29 AXP AMERICAN EXPRESS CO Financial Services 1,151.0 $426K 0.43% NEW $369.95 -16.4%
30 MOAT VANECK ETF TRUST 3,985.0 $413K 0.42% NEW $103.56 -3.7%
31 APH AMPHENOL CORP Technology 3,033.0 $410K 0.42% NEW $135.14 -11.8%
32 V VISA INC Financial Services 1,166.0 $409K 0.42% NEW $350.71 -5.9%
33 CBOE CBOE GLOBAL MKTS INC Financial Services 1,568.0 $394K 0.40% NEW $251.00 +44.6%
34 WRB BERKLEY W R CORP Financial Services 5,274.0 $370K 0.38% NEW $70.12 -2.3%
35 TT TRANE TECHNOLOGIES PLC Industrials 900.0 $350K 0.36% NEW $389.20 +15.1%
36 EW EDWARDS LIFESCIENCES CORP Healthcare 3,959.0 $338K 0.34% NEW $85.25 -3.6%
37 ETN EATON CORP PLC Industrials 1,037.0 $330K 0.34% NEW $318.51 +16.8%
38 BLACKROCK ETF TRUST 2,988.0 $221K 0.23% NEW $74.09
39 VB VANGUARD INDEX FDS 802.0 $207K 0.21% NEW $257.95 +8.2%
40 SLV ISHARES SILVER TR Financial Services 3,136.0 $202K 0.20% NEW $64.42 +3.8%
Page 2 of 2  ·  40 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
Consumer Defensive 37.1%
Financial Services 20.0%
Technology 15.8%
Industrials 12.6%
Energy 10.7%
Healthcare 3.8%