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Portfolio (Quarterly) Guide ↗

Andrews Advisory Associates, LLC

· CIK 0002110646
13F Portfolio $190M AUM 82 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 27 Added 42 Reduced 3 Exited
Page 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTU INTUIT Technology 1,037.0 $448K 0.24% +297.0 +40.1% $432.38 -29.0%
62 AMD ADVANCED MICRO DEVICES INC Technology 2,197.0 $447K 0.23% $203.43 +121.0%
63 SDY SPDR SERIES TRUST 2,978.0 $435K 0.23% $145.95 +1.9%
64 ESGU ISHARES TR 3,066.0 $434K 0.23% -94.0 -3.0% $141.44 +14.5%
65 GE GE AEROSPACE Industrials 1,510.0 $428K 0.23% $283.77 +6.3%
66 IJR ISHARES TR 2,973.0 $370K 0.20% -113.0 -3.7% $124.31 +9.6%
67 PUTNAM ETF TRUST 47,264.0 $368K 0.19% +298.0 +0.6% $7.79
68 ABT ABBOTT LABORATORIES Healthcare 3,528.0 $362K 0.19% +23.0 +0.7% $102.66 -14.5%
69 AOA ISHARES TR 3,807.0 $337K 0.18% +23.0 +0.6% $88.49 +9.2%
70 EFA ISHARES TR 3,372.0 $328K 0.17% -208.0 -5.8% $97.13 +7.3%
71 KO COCA COLA CO Consumer Defensive 4,244.0 $323K 0.17% $76.05 +6.7%
72 QCOM QUALCOMM INC Technology 2,419.0 $312K 0.16% -38.0 -1.6% $128.78 +57.3%
73 META META PLATFORMS INC Communication Services 535.0 $306K 0.16% +11.0 +2.1% $571.64 +6.3%
74 NOBL PROSHARES TR 2,882.0 $305K 0.16% -260.0 -8.3% $106.00 +1.2%
75 WMT WALMART INC Consumer Defensive 2,352.0 $292K 0.15% -41.0 -1.7% $124.26 +5.3%
76 GEV GE VERNOVA INC Utilities 327.0 $285K 0.15% $872.90 +19.6%
77 XLRE SELECT SECTOR SPDR TR 6,522.0 $266K 0.14% NEW $40.83 +9.0%
78 ABBV ABBVIE INC Healthcare 1,138.0 $248K 0.13% +9.0 +0.8% $217.49 -1.3%
79 VZ VERIZON COMMUNICATIONS INC Communication Services 4,792.0 $241K 0.13% -6K -53.7% $50.20 -4.7%
80 AMZN AMAZON COM INC Consumer Cyclical 1,043.0 $217K 0.11% +43.0 +4.3% $208.27 +28.9%
Page 4 of 5  ·  82 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 34.2%
Financial Services 13.5%
Industrials 10.6%
Energy 8.8%
Consumer Cyclical 8.2%
Healthcare 7.6%
Consumer Defensive 7.1%
Communication Services 4.4%
Utilities 3.3%
Basic Materials 2.3%