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Portfolio (Quarterly) Guide ↗

Yanni & Associates Investment Advisors, LLC

· CIK 0002109644
13F Portfolio $100M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWB ISHARES TR 1,643.0 $614K 0.61% NEW $373.44 +7.7%
22 MRSH MARSH & MCLENNAN COS INC Financial Services 3,180.0 $590K 0.59% NEW $185.52 -13.2%
23 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,900.0 $588K 0.59% NEW $53.94 +6.2%
24 IJJ ISHARES TR 4,400.0 $579K 0.58% NEW $131.59 +5.3%
25 IBM INTERNATIONAL BUSINESS MACHS Technology 1,914.0 $567K 0.57% NEW $296.21 -26.0%
26 ONEQ FIDELITY COMWLTH TR 6,190.0 $566K 0.57% NEW $91.40 +12.4%
27 AAPL APPLE INC Technology 1,997.0 $543K 0.54% NEW $271.87 +9.6%
28 AMZN AMAZON COM INC Consumer Cyclical 2,003.0 $462K 0.46% NEW $230.82 +14.7%
29 MFC MANULIFE FINL CORP Financial Services 12,157.0 $441K 0.44% NEW $36.28 +3.6%
30 XOM EXXON MOBIL CORP Energy 2,796.0 $337K 0.34% NEW $120.36 +31.2%
31 NVDA NVIDIA CORPORATION Technology 1,603.0 $299K 0.30% NEW $186.52 +20.8%
32 IWL ISHARES TR 1,676.0 $286K 0.29% NEW $170.63 +7.7%
33 PNC PNC FINL SVCS GROUP INC Financial Services 1,309.0 $273K 0.27% NEW $208.73 +2.0%
34 VYM VANGUARD WHITEHALL FDS 1,874.0 $269K 0.27% NEW $143.52 +9.1%
35 AJG GALLAGHER ARTHUR J & CO Financial Services 908.0 $235K 0.23% NEW $258.73 -19.9%
36 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,140.0 $226K 0.23% NEW $197.97 +9.3%
Page 2 of 2  ·  36 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
Financial Services 83.4%
Consumer Cyclical 5.2%
Technology 5.0%
Communication Services 2.9%
Healthcare 2.1%
Energy 1.2%