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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 14 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SBUX STARBUCKS CORP COM Consumer Cyclical 34.0 $3K 0.00% NEW $83.97 +22.8%
262 SJM SMUCKER J M CO COM NEW Consumer Defensive 29.0 $3K 0.00% NEW $96.62 +7.0%
263 PDT HANCOCK JOHN PREM DIVID FD COM SH BEN INT Financial Services 216.0 $3K 0.00% NEW $12.74 +1.6%
264 KD KYNDRYL HLDGS INC COMMON STOCK Technology 107.0 $3K 0.00% NEW $25.49 -51.8%
265 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 49.0 $3K 0.00% NEW $53.47 +11.2%
266 XEL XCEL ENERGY INC COM Utilities 33.0 $2K 0.00% NEW $74.67 +8.6%
267 IRM IRON MTN INC DEL COM Real Estate 29.0 $2K 0.00% NEW $84.00 +50.5%
268 OKE ONEOK INC NEW COM Energy 32.0 $2K 0.00% NEW $74.34 +26.5%
269 WDFC WD 40 CO COM Basic Materials 12.0 $2K 0.00% NEW $196.75 +5.4%
270 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 58.0 $2K 0.00% NEW $38.40 +12.7%
271 UPS UNITED PARCEL SERVICE INC CL B Industrials 22.0 $2K 0.00% NEW $101.00 +0.0%
272 HTZ HERTZ GLOBAL HLDGS INC COM NEW Industrials 421.0 $2K 0.00% NEW $5.22 +1.5%
273 CCI CROWN CASTLE INC COM Real Estate 22.0 $2K 0.00% NEW $88.68 +3.1%
274 QQQ INVESCO QQQ TRUST SERIES I Financial Services 3.0 $2K 0.00% NEW $630.00 +13.9%
275 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 166.0 $2K 0.00% NEW $11.06 -25.9%
276 GSK GSK PLC SPONSORED ADR Healthcare 32.0 $2K 0.00% NEW $49.62 +3.5%
277 BGS B & G FOODS INC NEW COM Consumer Defensive 350.0 $1K 0.00% NEW $4.20 -0.7%
278 UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT Real Estate 33.0 $1K 0.00% NEW $39.27 +7.7%
279 DOCU DOCUSIGN INC COM Technology 18.0 $1K 0.00% NEW $64.83 -23.6%
280 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 65.0 $1K 0.00% NEW $17.88 -7.1%
Page 14 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%