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Portfolio (Quarterly) Guide ↗

Virginia Estate & Retirement Planning Advisors Inc.

· CIK 0002115327
13F Portfolio $83M AUM 186 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 46 New 16 Added 9 Reduced 19 Exited
Page 5 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDLZ MONDELEZ INTL INC Consumer Defensive 400.0 $23K 0.03% $57.90 +9.5%
82 O REALTY INCOME CORP Real Estate 360.0 $22K 0.03% $61.97 +1.2%
83 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 76.0 $22K 0.03% $293.18 +3.9%
84 NSC NORFOLK SOUTHN CORP Industrials 70.0 $22K 0.03% $314.59 +11.9%
85 TEX TEREX CORP NEW Industrials 108.0 $22K 0.03% $201.61 -67.6%
86 CVS CVS HEALTH CORP Healthcare 8,110.0 $19K 0.02% $2.39 +3805.6%
87 V VISA INC Financial Services 56.0 $19K 0.02% $343.09 +11.5%
88 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 200.0 $19K 0.02% $95.98 +23.4%
89 PANW PALO ALTO NETWORKS INC Technology 56.0 $19K 0.02% NEW $341.02 +1.0%
90 AMGN AMGEN INC Healthcare 49.0 $19K 0.02% +36.0 +276.9% $380.20 +16.9%
91 INGERSOLL RAND INC 221.0 $18K 0.02% NEW $81.99
92 IWP ISHARES TR 74.0 $18K 0.02% NEW $242.43 -41.4%
93 MRK MERCK & CO INC Healthcare 135.0 $17K 0.02% $128.50 +19.8%
94 MCD MCDONALDS CORP Consumer Cyclical 63.0 $17K 0.02% $270.32 -0.2%
95 MA MASTERCARD INCORPORATED Financial Services 33.0 $17K 0.02% $513.61 +16.4%
96 UNH UNITEDHEALTH GROUP INC Healthcare 39.0 $16K 0.02% $415.64 -4.3%
97 QUAL ISHARES TR 55.0 $16K 0.02% NEW $290.62 -22.9%
98 NNN NNN REIT INC Real Estate 343.0 $16K 0.02% $46.59 -1.1%
99 TJX TJX COS INC NEW Consumer Cyclical 102.0 $15K 0.02% $151.50 -7.4%
100 WSO WATSCO INC Industrials 36.0 $15K 0.02% NEW $416.72 -28.6%
Page 5 of 10  ·  186 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 60.6%
Technology 17.9%
Consumer Cyclical 5.1%
Industrials 3.6%
Consumer Defensive 3.0%
Healthcare 2.8%
Communication Services 2.4%
Utilities 1.9%
Energy 1.6%
Real Estate 0.7%