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Portfolio (Quarterly) Guide ↗

Wilkerson Advisory Group LLC

· CIK 0002079661
13F Portfolio $326M AUM 620 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 46 New 262 Added 169 Reduced 43 Exited
Page 22 of 31  ·  620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BDX BECTON DICKINSON & CO COM Healthcare 69.0 $10K 0.00% +10.0 +16.9% $151.33 +25.2%
422 FICS FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF 243.0 $10K 0.00% $41.78 +0.2%
423 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 210.0 $10K 0.00% $48.12 +5.4%
424 FITB FIFTH THIRD BANCORP COM Financial Services 177.0 $10K 0.00% -13.0 -6.8% $56.37 -3.8%
425 CCI CROWN CASTLE INC COM Real Estate 131.0 $10K 0.00% +20.0 +18.0% $75.73 -1.6%
426 INTU INTUIT COM Technology 38.0 $10K 0.00% -20.0 -34.5% $261.00 +31.6%
427 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 121.0 $10K 0.00% +11.0 +10.0% $81.16 -9.5%
428 RS RELIANCE INC COM Basic Materials 26.0 $10K 0.00% $373.62 +7.1%
429 IUSV ISHARES CORE S&P US VALUE ETF 87.0 $10K 0.00% +18.0 +26.1% $111.34 +2.8%
430 JPMORGAN SHORT DURATION CORE PLUS ETF 202.0 $10K 0.00% $47.14
431 GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 217.0 $9K 0.00% $43.48 +9.4%
432 TMUS T-MOBILE US INC COM Communication Services 56.0 $9K 0.00% -12.0 -17.6% $167.73 +11.5%
433 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 117.0 $9K 0.00% $79.97 -1.0%
434 AMP AMERIPRISE FINL INC COM Financial Services 20.0 $9K 0.00% +2.0 +11.1% $458.75 +20.5%
435 ACM AECOM COM Industrials 130.0 $9K 0.00% -70.0 -35.0% $69.80 -5.7%
436 A AGILENT TECHNOLOGIES INC COM Healthcare 68.0 $9K 0.00% -40.0 -37.0% $132.82 +13.3%
437 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 36.0 $9K 0.00% +1.0 +2.9% $249.97 -13.1%
438 XRPC CANARY XRP ETF 799.0 $9K 0.00% $11.08 +27.1%
439 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 744.0 $9K 0.00% $11.89 +50.9%
440 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 62.0 $9K 0.00% -30.0 -32.6% $142.21 +10.2%
Page 22 of 31  ·  620 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 58.6%
Technology 12.3%
Industrials 10.6%
Consumer Cyclical 5.1%
Healthcare 4.5%
Consumer Defensive 4.1%
Communication Services 1.9%
Energy 1.0%
Basic Materials 0.7%
Utilities 0.7%