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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 93 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 AWI ARMSTRONG WORLD INDS INC NEW Industrials 30.0 $5K NEW $160.40 +11.3%
1842 AGX ARGAN INC Industrials 6.0 $5K NEW $798.83 -37.2%
1843 VEEV VEEVA SYS INC Healthcare 28.0 $5K NEW $171.07 +44.9%
1844 SIGI SELECTIVE INS GROUP INC Financial Services 52.0 $5K NEW $91.40 +0.1%
1845 FEDERATED HERMES INC 88.0 $5K NEW $53.95
1846 NEU NEWMARKET CORP Basic Materials 6.0 $5K NEW $791.00 +18.5%
1847 TIGO MILLICOM INTL CELLULAR S A Communication Services 54.0 $5K NEW $87.41 +7.2%
1848 GRAB GRAB HOLDINGS LIMITED Technology 1,246.0 $5K NEW $3.77 -7.6%
1849 FUTU FUTU HLDGS LTD Financial Services 53.0 $5K NEW $88.42 +39.8%
1850 TAC TRANSALTA CORP Utilities 338.0 $5K NEW $13.79 -11.5%
1851 NWSA NEWS CORP NEW Communication Services 190.0 $5K NEW $24.44 +24.3%
1852 ACIW ACI WORLDWIDE INC Technology 93.0 $5K NEW $49.74 +4.3%
1853 PSO PEARSON PLC Communication Services 291.0 $5K NEW $15.89 +2.5%
1854 HP HELMERICH & PAYNE INC Energy 142.0 $5K NEW $32.51 +34.0%
1855 TLN TALEN ENERGY CORP Utilities 12.0 $5K NEW $384.33 -18.2%
1856 CNH INDL N V 411.0 $5K NEW $11.20
1857 FVAL FIDELITY COVINGTON TRUST 59.0 $5K NEW $77.95 +6.0%
1858 SPAB SPDR SERIES TRUST 180.0 $5K NEW $25.52 -1.7%
1859 VSAT VIASAT INC Technology 52.0 $5K NEW $88.10 -15.2%
1860 IREN IREN LIMITED Financial Services 100.0 $5K NEW $45.73 -8.4%
Page 93 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%