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Portfolio (Quarterly) Guide ↗

TRED AVON FAMILY WEALTH, LLC

· CIK 0002094435
13F Portfolio $327M AUM 262 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 33 New 81 Added 104 Reduced 28 Exited
Page 10 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RSP INVESCO EXCHANGE TRADED FD T 2,219.0 $472K 0.14% +489.0 +28.3% $212.76 +2.3%
182 LMT LOCKHEED MARTIN CORP Industrials 925.0 $471K 0.14% +137.0 +17.4% $509.46 +6.9%
183 ADI ANALOG DEVICES INC Technology 1,173.0 $466K 0.14% $397.17 -10.7%
184 RPG INVESCO EXCHANGE TRADED FD T 7,272.0 $464K 0.14% -59.0 -0.8% $63.85 -11.9%
185 ISRG INTUITIVE SURGICAL INC Healthcare 1,167.0 $464K 0.14% -22.0 -1.9% $397.68 -7.1%
186 AMGN AMGEN INC Healthcare 1,278.0 $463K 0.14% $362.12 +21.0%
187 KMI KINDER MORGAN INC DEL Energy 14,474.0 $463K 0.14% -966.0 -6.3% $31.97 +0.4%
188 Q QNITY ELECTRONICS INC Technology 2,741.0 $448K 0.14% $163.31 -29.3%
189 BA BOEING CO Industrials 2,019.0 $437K 0.13% +360.0 +21.7% $216.47 -5.0%
190 MDT MEDTRONIC PLC Healthcare 5,474.0 $428K 0.13% -902.0 -14.2% $78.23 +17.7%
191 BASV ADVISORS INNER CIRCLE FD III 13,843.0 $427K 0.13% +4K +40.5% $30.81 +1.6%
192 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,896.0 $425K 0.13% -75.0 -3.8% $223.95 +26.6%
193 SRE SEMPRA Utilities 4,499.0 $417K 0.13% +175.0 +4.0% $92.71 -9.1%
194 PEY INVESCO EXCHANGE TRADED FD T 17,849.0 $414K 0.13% $23.18 +6.3%
195 CSL CARLISLE COS INC Industrials 1,133.0 $411K 0.13% -71.0 -5.9% $362.75 -7.7%
196 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 10,500.0 $410K 0.12% -450.0 -4.1% $39.05 +1.2%
197 GXO GXO LOGISTICS INCORPORATED Industrials 8,027.0 $407K 0.12% -85.0 -1.1% $50.70 -8.9%
198 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,387.0 $403K 0.12% $290.59 -9.3%
199 ENB ENBRIDGE INC Energy 7,308.0 $396K 0.12% +1K +24.9% $54.21 -6.4%
200 PPG PPG INDS INC Basic Materials 3,260.0 $395K 0.12% +190.0 +6.2% $121.29 -9.6%
Page 10 of 14  ·  262 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 23.7%
Financial Services 22.0%
Healthcare 12.2%
Industrials 9.8%
Consumer Cyclical 7.4%
Consumer Defensive 5.6%
Energy 5.2%
Communication Services 4.7%
Real Estate 3.8%
Utilities 3.3%