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Portfolio (Quarterly) Guide ↗

Tulsa Wealth Advisors, INC

· CIK 0002114442
13F Portfolio $570M AUM 150 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 3 Added 80 Reduced 27 Exited
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FANG DIAMONDBACK ENERGY INCORPORATED Energy 4,428.0 $876K 0.15% -2K -31.6% $197.81 -7.2%
42 COP CONOCOPHILLIPS Energy 6,593.0 $870K 0.15% -28K -81.0% $132.01 -18.4%
43 CVX CHEVRON CORPORATION Energy 4,116.0 $852K 0.15% -2K -35.4% $206.91 -16.1%
44 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 9,676.0 $783K 0.14% -4K -31.0% $80.95 -1.3%
45 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1,594.0 $764K 0.13% -559.0 -26.0% $479.20
46 IQVIA HLDGS INCORPORATED 4,087.0 $697K 0.12% -2K -29.8% $170.54
47 IBM INTERNATIONAL BUSINESS MACHINES Technology 2,599.0 $630K 0.11% -2K -42.4% $242.42 +2.8%
48 EW EDWARDS LIFESCIENCES CORPORATION Healthcare 7,459.0 $597K 0.10% -2K -20.9% $80.08 +9.1%
49 LOW LOWES COMPANIES INCORPORATED Consumer Cyclical 2,454.0 $580K 0.10% -312.0 -11.3% $236.30 -6.0%
50 PSX PHILLIPS 66 Energy 3,044.0 $555K 0.10% -16K -84.2% $182.20 -8.8%
51 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 550.0 $548K 0.10% -86.0 -13.5% $996.54 -4.5%
52 CAT CATERPILLAR INCORPORATED Industrials 772.0 $547K 0.10% -808.0 -51.1% $708.49 +39.1%
53 ATO ATMOS ENERGY CORPORATION Utilities 2,863.0 $529K 0.09% -2K -36.9% $184.72 -7.9%
54 TSLA TESLA INCORPORATED Consumer Cyclical 1,371.0 $510K 0.09% -3K -67.7% $371.75 +7.7%
55 WMB WILLIAMS COMPANIES INCORPORATED Energy 7,002.0 $510K 0.09% -16K -69.5% $72.78 +0.5%
56 APH AMPHENOL CORPORATION CLASS A Technology 3,911.0 $494K 0.09% -2K -31.1% $126.34 +29.8%
57 DHI D R HORTON INCORPORATED Consumer Cyclical 3,444.0 $473K 0.08% -283.0 -7.6% $137.21 +15.0%
58 DY DYCOM INDUSTRIES INCORPORATED Industrials 1,358.0 $460K 0.08% -278.0 -17.0% $338.82 +34.8%
59 AEP AMERICAN ELEC PWR COMPANY INCORPORATED Utilities 3,290.0 $431K 0.08% -793.0 -19.4% $131.07 -2.6%
60 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 1,188.0 $410K 0.07% -1K -47.3% $345.27 -14.6%
Page 3 of 4  ·  80 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 27.8%
Financial Services 20.6%
Industrials 10.8%
Consumer Cyclical 8.9%
Healthcare 8.1%
Energy 6.2%
Communication Services 5.8%
Consumer Defensive 5.3%
Utilities 3.1%
Basic Materials 1.8%