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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 6 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MLM MARTIN MARIETTA MATLS INC Basic Materials 26.0 $15K 0.02% $576.69 -7.4%
102 ROK ROCKWELL AUTOMATION INC Industrials 29.0 $14K 0.02% $495.07 -12.6%
103 WPC WP CAREY INC Real Estate 200.0 $14K 0.02% $71.50 +0.3%
104 SHW SHERWIN WILLIAMS CO Basic Materials 41.0 $14K 0.02% $344.32 +1.1%
105 TLT ISHARES TR 90.0 $14K 0.02% -195.0 -68.4% $156.30 -46.7%
106 EA ELECTRONIC ARTS INC Communication Services 67.0 $14K 0.02% $205.04 +2.3%
107 CI THE CIGNA GROUP Healthcare 40.0 $14K 0.02% $340.75 -18.4%
108 XLE SELECT SECTOR SPDR TR 254.0 $13K 0.02% -414.0 -62.0% $53.11 +17.8%
109 VRTX VERTEX PHARMACEUTICALS INC Healthcare 27.0 $13K 0.02% $496.74 +11.3%
110 TFC TRUIST FINL CORP Financial Services 268.0 $13K 0.02% $49.82 +1.1%
111 EOG EOG RES INC Energy 101.0 $13K 0.02% $129.73 +13.9%
112 CEMB ISHARES INC 125.0 $13K 0.02% -90.0 -41.9% $103.88 -56.3%
113 XLF SELECT SECTOR SPDR TR 80.0 $13K 0.01% -32.0 -28.6% $158.66 -63.3%
114 FDX FEDEX CORP Industrials 39.0 $12K 0.01% NEW $313.13 +6.0%
115 DHR DANAHER CORP DEL Healthcare 63.0 $12K 0.01% $190.48 +13.0%
116 LLY ELI LILLY & CO Healthcare 10.0 $12K 0.01% $1199.40 +4.5%
117 PSX PHILLIPS 66 Energy 65.0 $11K 0.01% $169.05 +42.1%
118 MMM 3M CO Industrials 66.0 $11K 0.01% $161.91 +11.3%
119 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 200.0 $10K 0.01% $52.17 -12.1%
120 GLPI GAMING & LEISURE P Real Estate 233.0 $10K 0.01% $44.53 -2.8%
Page 6 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%