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Portfolio (Quarterly) Guide ↗

Daybright Advisory Services, Inc.

· CIK 0002107111
13F Portfolio $419M AUM 145 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 145 New
Page 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VZ VERIZON COMMUNICATIONS INC Communication Services 5,922.0 $277K 0.07% NEW $46.81 +7.2%
122 APP APPLOVIN CORP Technology 692.0 $274K 0.07% NEW $395.73 -22.1%
123 CVX CHEVRON CORPORATION Energy 1,382.0 $272K 0.07% NEW $196.89 +1.7%
124 SCHA SCHWAB STRATEGIC TR 7,804.0 $262K 0.06% NEW $33.56 +3.4%
125 GTEK GOLDMAN SACHS ETF TR 4,823.0 $260K 0.06% NEW $53.90 +6.5%
126 VB VANGUARD INDEX FDS 880.0 $260K 0.06% NEW $295.11 +3.0%
127 XLP SELECT SECTOR SPDR TR 3,044.0 $259K 0.06% NEW $85.06 +1.4%
128 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,027.0 $258K 0.06% NEW $251.41 +8.5%
129 OKE ONEOK INC NEW Energy 2,815.0 $256K 0.06% NEW $90.82 +4.5%
130 IGM ISHARES TR 1,664.0 $255K 0.06% NEW $153.50 +3.3%
131 MO ALTRIA GROUP INC Consumer Defensive 3,687.0 $252K 0.06% NEW $68.33 +1.2%
132 DEM WISDOMTREE TR 4,661.0 $250K 0.06% NEW $53.70 +3.3%
133 VBR VANGUARD INDEX FDS 920.0 $225K 0.05% NEW $244.75 +1.8%
134 GLOBAL X FDS 8,464.0 $223K 0.05% NEW $26.37
135 XOM EXXON MOBIL CORP Energy 1,423.0 $221K 0.05% NEW $155.49 +1.7%
136 IBDS ISHARES TR 9,129.0 $221K 0.05% NEW $24.20 +0.0%
137 NLR VANECK ETF TRUST 2,058.0 $220K 0.05% NEW $106.81 +15.8%
138 AMT AMERICAN TOWER CORP Real Estate 1,243.0 $216K 0.05% NEW $173.42 +1.3%
139 LLY ELI LILLY & CO Healthcare 187.0 $215K 0.05% NEW $1147.39 +3.7%
140 EPD ENTERPRISE PRODS PARTNERS L 5,590.0 $213K 0.05% NEW $38.05
Page 7 of 8  ·  145 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 66.7%
Communication Services 13.5%
Financial Services 12.6%
Consumer Cyclical 4.6%
Healthcare 0.7%
Consumer Defensive 0.7%
Industrials 0.6%
Energy 0.5%
Real Estate 0.1%