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Portfolio (Quarterly) Guide ↗

Holos Integrated Wealth LLC

· CIK 0002080096
13F Portfolio $179M AUM 310 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 310 New
Page 11 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HERTZ GLOBAL HLDGS INC WT EXP 063051 4,018.0 $11K 0.01% NEW $2.70
202 CB CHUBB LIMITED COM Financial Services 34.0 $11K 0.01% NEW $310.06 +5.3%
203 MS MORGAN STANLEY COM NEW Financial Services 56.0 $10K 0.01% NEW $181.89 +10.4%
204 NVT NVENT ELECTRIC PLC SHS Industrials 89.0 $10K 0.01% NEW $106.82 +58.7%
205 NBXG NEUBERGER NEXT GENERATION COMMON STOCK Financial Services 650.0 $9K 0.01% NEW $14.59 +11.6%
206 ANGLOGOLD ASHANTI PLC COM SHS 106.0 $9K 0.01% NEW $85.82
207 TSN TYSON FOODS INC CL A Consumer Defensive 153.0 $9K 0.01% NEW $58.04 +12.5%
208 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 218.0 $9K 0.01% NEW $40.25 -21.3%
209 MASI MASIMO CORP COM Healthcare 68.0 $9K 0.01% NEW $127.40 +40.2%
210 CRWD CROWDSTRIKE HLDGS INC CL A Technology 19.0 $9K 0.01% NEW $453.58 +48.1%
211 MET METLIFE INC COM Financial Services 106.0 $9K 0.01% NEW $80.32 +4.6%
212 TRU TRANSUNION COM Industrials 102.0 $8K 0.01% NEW $83.33 -15.7%
213 REET ISHARES GLOBAL REIT ETF 332.0 $8K 0.01% NEW $25.02 +10.0%
214 LNG CHENIERE ENERGY INC COM NEW Energy 40.0 $8K 0.00% NEW $197.80 +19.9%
215 CAT CATERPILLAR INC COM Industrials 13.0 $8K 0.00% NEW $598.38 +51.2%
216 DVN DEVON ENERGY CORP NEW COM Energy 200.0 $8K 0.00% NEW $37.87 +22.7%
217 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 101.0 $8K 0.00% NEW $74.69 +12.3%
218 GGG GRACO INC COM Industrials 90.0 $7K 0.00% NEW $82.64 -8.5%
219 KEY KEYCORP COM Financial Services 346.0 $7K 0.00% NEW $20.98 +3.3%
220 DCI DONALDSON INC COM Industrials 78.0 $7K 0.00% NEW $89.94 -6.3%
Page 11 of 16  ·  310 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 34.9%
Technology 19.9%
Consumer Cyclical 9.2%
Industrials 7.9%
Financial Services 6.4%
Healthcare 6.2%
Utilities 5.3%
Communication Services 4.6%
Energy 4.2%
Basic Materials 0.9%