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Portfolio (Quarterly) Guide ↗

STOLZ & ASSOCIATES, PS

· CIK 0002108989
13F Portfolio $160M AUM 32 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 16 Added 2 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 898.0 $449K 0.28% NEW $500.39
2 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 488.0 $233K 0.14% NEW $477.57 -12.6%
3 DFAS DIMENSIONAL ETF TRUST 2,647.0 $218K 0.14% NEW $82.34 -0.3%

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 74.2%
Consumer Defensive 11.4%
Consumer Cyclical 8.1%
Communication Services 4.1%
Financial Services 2.3%