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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 94 of 140  ·  2,794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 VICR VICOR CORP Technology 13.0 $5K NEW $350.62 -42.8%
1862 NVTS NAVITAS SEMICONDUCTOR CORP Technology 250.0 $4K NEW $17.92 -27.6%
1863 VSS VANGUARD INTL EQUITY INDEX F 29.0 $4K NEW $154.28 +3.7%
1864 JD JD.COM INC Consumer Cyclical 176.0 $4K NEW $25.34 +15.9%
1865 AVAV AEROVIRONMENT INC Industrials 27.0 $4K NEW $165.07 -2.9%
1866 LIBERTY GLOBAL LTD 405.0 $4K NEW $11.00
1867 PAA PLAINS ALL AMERN PIPELINE L Energy 200.0 $4K NEW $22.26 +10.6%
1868 RB GLOBAL INC 41.0 $4K NEW $107.90
1869 OII OCEANEERING INTL INC Energy 111.0 $4K NEW $39.79 +33.2%
1870 VSH VISHAY INTERTECHNOLOGY INC Technology 85.0 $4K NEW $51.88 -39.0%
1871 FVRR FIVERR INTL LTD Communication Services 426.0 $4K NEW $10.32 -10.7%
1872 FIS FIDELITY NATL INFORMATION SV Technology 113.0 $4K NEW $38.88 +6.3%
1873 MCY MERCURY GENL CORP NEW Financial Services 42.0 $4K NEW $104.10 +1.5%
1874 LAMR LAMAR ADVERTISING CO Real Estate 29.0 $4K NEW $150.62 +0.1%
1875 DORM DORMAN PRODS INC Consumer Cyclical 34.0 $4K NEW $128.44 +2.9%
1876 LUMN LUMEN TECHNOLOGIES INC Communication Services 571.0 $4K NEW $7.64 -22.2%
1877 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 88.0 $4K NEW $49.39 -8.7%
1878 CROX CROCS INC Consumer Cyclical 40.0 $4K NEW $108.58 +12.5%
1879 WFRD WEATHERFORD INTL PLC Energy 57.0 $4K NEW $75.82 +19.4%
1880 CIGI COLLIERS INTL GROUP INC Real Estate 48.0 $4K NEW $89.90 +19.1%
Page 94 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%