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Portfolio (Quarterly) Guide ↗

FIDUCIARY FINANCIAL ADVISORS

· CIK 0002116119
13F Portfolio $984M AUM 49,774 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2794 New
Page 42 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 945.0 $50K 0.01% NEW $52.48 +28.7%
822 CPRT COPART INC Industrials 1,756.0 $49K 0.01% NEW $28.14 +20.1%
823 QABA FIRST TR EXCHANGE-TRADED FD 735.0 $49K 0.01% NEW $67.20 +1.2%
824 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,749.0 $49K 0.01% NEW $17.92 -5.3%
825 FLEX FLEX LTD Technology 308.0 $49K 0.01% NEW $159.44 -30.7%
826 FEM FIRST TR EXCH TRD ALPHDX FD 1,534.0 $49K 0.01% NEW $31.97 +2.9%
827 COF CAPITAL ONE FINL CORP Financial Services 250.0 $49K 0.01% NEW $195.00 +11.8%
828 NUKZ EXCHANGE TRADED CONCEPTS TRU 715.0 $49K 0.01% NEW $68.14 -3.2%
829 BWA BORGWARNER INC Consumer Cyclical 736.0 $49K 0.01% NEW $66.13 +2.5%
830 CACI CACI INTL INC Technology 106.0 $49K 0.01% NEW $458.92 +41.1%
831 ROST ROSS STORES INC Consumer Cyclical 237.0 $49K 0.01% NEW $204.77 +16.7%
832 GRMN GARMIN LTD Technology 209.0 $48K 0.01% NEW $231.85 +27.2%
833 AAOI APPLIED OPTOELECTRONICS INC Technology 326.0 $48K 0.01% NEW $147.70 -15.5%
834 ISHARES TR 1,759.0 $48K 0.01% NEW $27.34
835 FNDX SCHWAB STRATEGIC TR 1,543.0 $48K 0.01% NEW $31.10 +4.6%
836 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 1,002.0 $48K 0.01% NEW $47.81 -8.5%
837 TT TRANE TECHNOLOGIES PLC Industrials 102.0 $48K 0.01% NEW $467.07 -2.9%
838 KMB KIMBERLY-CLARK CORP Consumer Defensive 437.0 $47K 0.01% NEW $108.27 +1.0%
839 GPC GENUINE PARTS CO Consumer Cyclical 403.0 $47K 0.01% NEW $117.39 +14.1%
840 TRIPLE FLAG PRECIOUS METAL 1,574.0 $47K 0.01% NEW $29.97
Page 42 of 140  ·  2,794 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 33.2%
Financial Services 30.9%
Industrials 10.1%
Consumer Cyclical 5.9%
Healthcare 5.3%
Communication Services 3.7%
Consumer Defensive 3.3%
Energy 2.9%
Basic Materials 1.7%
Real Estate 1.5%