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Portfolio (Quarterly) Guide ↗

S Harris Financial Group, LLC

· CIK 0002112907
13F Portfolio $129M AUM 124 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 124 New
Page 3 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TR Financial Services 767.0 $565K 0.44% NEW $736.81 -2.1%
42 ORCL ORACLE CORP Technology 3,842.0 $563K 0.44% NEW $146.56 +3.7%
43 LIN LINDE PLC Basic Materials 1,082.0 $562K 0.43% NEW $519.17 -6.5%
44 LLY ELI LILLY & CO Healthcare 433.0 $519K 0.40% NEW $1198.23 -1.8%
45 GWW WW GRAINGER INC Industrials 374.0 $508K 0.39% NEW $1359.46 -2.8%
46 HD HOME DEPOT INC Consumer Cyclical 1,432.0 $505K 0.39% NEW $352.68 -6.8%
47 NOW SERVICENOW INC Technology 5,007.0 $497K 0.39% NEW $99.28 +39.4%
48 BA BOEING CO Industrials 2,160.0 $468K 0.36% NEW $216.47 -3.0%
49 WM WASTE MGMT INC DEL Industrials 2,032.0 $453K 0.35% NEW $222.89 -2.3%
50 ASML ASML HLDG NV Technology 220.0 $438K 0.34% NEW $1993.11 -12.9%
51 AVEM AMERICAN CENTY ETF TR 4,517.0 $436K 0.34% NEW $96.49 -1.3%
52 MRK MERCK & CO INC Healthcare 3,390.0 $436K 0.34% NEW $128.51 +16.4%
53 TMO THERMO FISHER SCIENTIFIC INC Healthcare 864.0 $433K 0.34% NEW $501.44 +25.8%
54 ETN EATON CORP PLC Industrials 1,007.0 $429K 0.33% NEW $426.21 -2.4%
55 DHR DANAHER CORP DEL Healthcare 2,202.0 $419K 0.33% NEW $190.49 +13.2%
56 LRCX LAM RESEARCH CORP Technology 951.0 $412K 0.32% NEW $433.26 -26.5%
57 RIO RIO TINTO PLC Basic Materials 4,132.0 $392K 0.30% NEW $94.93 +10.4%
58 DIS DISNEY WALT CO Communication Services 4,018.0 $387K 0.30% NEW $96.26 +11.0%
59 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,900.0 $375K 0.29% NEW $96.12 -51.4%
60 XLK SELECT SECTOR SPDR TR 1,915.0 $365K 0.28% NEW $190.50 -1.0%
Page 3 of 7  ·  124 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 28.9%
Financial Services 28.9%
Communication Services 8.1%
Consumer Cyclical 8.0%
Industrials 7.4%
Healthcare 7.0%
Consumer Defensive 4.4%
Energy 2.9%
Basic Materials 2.0%
Utilities 1.6%