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Portfolio (Quarterly) Guide ↗

Andrews Advisory Associates, LLC

· CIK 0002110646
13F Portfolio $208M AUM 86 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 26 Added 31 Reduced 3 Exited
Page 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AFL AFLAC INC Financial Services 4,205.0 $493K 0.24% $117.25 -1.0%
62 SDY SPDR SERIES TRUST 2,980.0 $453K 0.22% $152.16 +2.3%
63 QCOM QUALCOMM INC Technology 2,415.0 $446K 0.21% $184.81 -9.8%
64 IJR ISHARES TR 2,973.0 $441K 0.21% $148.31 -3.6%
65 TSCO TRACTOR SUPPLY CO Consumer Cyclical 13,865.0 $438K 0.21% NEW $31.61 +9.8%
66 KR KROGER CO Consumer Defensive 7,747.0 $430K 0.21% -159.0 -2.0% $55.53 +4.3%
67 MU MICRON TECHNOLOGY INC Technology 335.0 $386K 0.19% NEW $1152.69 -19.0%
68 GEV GE VERNOVA INC Utilities 327.0 $384K 0.18% $1174.86 -23.5%
69 PUTNAM ETF TRUST 47,748.0 $379K 0.18% +484.0 +1.0% $7.93
70 AOA ISHARES TR 3,820.0 $373K 0.18% $97.60 +0.6%
71 INTU INTUIT Technology 1,390.0 $363K 0.17% +353.0 +34.0% $261.00 +32.2%
72 EFA ISHARES TR 3,372.0 $350K 0.17% $103.88 +2.5%
73 KO COCA COLA CO Consumer Defensive 4,154.0 $338K 0.16% -90.0 -2.1% $81.27 +8.3%
74 META META PLATFORMS INC Communication Services 583.0 $328K 0.16% +48.0 +9.0% $563.22 +2.7%
75 PLTR PALANTIR TECHNOLOGIES INC Technology 2,788.0 $325K 0.16% -750.0 -21.2% $116.67 +54.2%
76 NOBL PROSHARES TR 5,772.0 $324K 0.16% +3K +100.3% $56.16 +2.6%
77 ABT ABBOTT LABORATORIES Healthcare 3,533.0 $321K 0.15% $90.73 +20.1%
78 XLRE SELECT SECTOR SPDR TR 6,522.0 $287K 0.14% $44.03 +0.0%
79 ABBV ABBVIE INC Healthcare 1,138.0 $286K 0.14% $251.74 +3.3%
80 WMT WALMART INC Consumer Defensive 2,235.0 $253K 0.12% -117.0 -5.0% $113.24 -6.5%
Page 4 of 5  ·  86 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 38.1%
Financial Services 14.0%
Industrials 9.7%
Energy 9.2%
Healthcare 7.4%
Consumer Cyclical 7.3%
Consumer Defensive 5.7%
Communication Services 3.6%
Utilities 2.9%
Basic Materials 2.1%