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Portfolio (Quarterly) Guide ↗

Capital Advisor Network LLC

· CIK 0002131047
13F Portfolio $80M AUM 183 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 183 New
Page 3 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GSY Invesco Ultra Short Duration ETF — 3,509.0 $176K 0.22% NEW — $50.15 -0.5%
42 MTUM iShares MSCI USA Momentum Factor ETF — 488.0 $167K 0.21% NEW — $342.83 -7.6%
43 BLV Vanguard Long-Term Bond ETF — 2,374.0 $164K 0.20% NEW — $68.93 -8.6%
44 JEPI JPMorgan Equity Premium Income ETF — 2,786.0 $157K 0.20% NEW — $56.48 +0.0%
45 BAI iShares AI Innovation and Tech Active ETF — 2,956.0 $156K 0.20% NEW — $52.72 -10.6%
46 HYG iShares IBOXX High Yield ETF — 1,831.0 $146K 0.18% NEW — $79.97 -3.3%
47 EFV iShares MSCI EAFE Value ETF — 1,845.0 $141K 0.18% NEW — $76.55 +4.0%
48 TLH iShares 10-20 Year Treasury Bond ETF — 1,399.0 $140K 0.18% NEW — $100.35 -7.8%
49 BNDX Vanguard Total International Bond ETF — 2,846.0 $138K 0.17% NEW — $48.43 -3.2%
50 BLCR iShares Large Cap Core Active ETF — 2,414.0 $122K 0.15% NEW — $50.37 -2.6%
51 GNTX Gentex Corp Consumer Cyclical 4,608.0 $116K 0.15% NEW — $25.27 -12.4%
52 — iShares Defense Industrials Active ETF — 3,364.0 $107K 0.13% NEW — $31.78 —
53 IALT iShares Systematic Alternatives Active ETF — 3,698.0 $104K 0.13% NEW — $28.05 +6.2%
54 — iShares International Country Rotation Active ETF — 2,818.0 $103K 0.13% NEW — $36.60 —
55 GGOV GGOV — 1,926.0 $97K 0.12% NEW — $50.29 -0.4%
56 THRO iShares U.S. Thematic Rotation Active ETF — 2,142.0 $92K 0.12% NEW — $43.11 +2.2%
57 QUAL iShares MSCI USA Quality Factor ETF — 414.0 $91K 0.11% NEW — $219.43 +1.7%
58 SOXX iShares Semiconductor ETF — 131.0 $84K 0.10% NEW — $640.76 -11.4%
59 — Fidelity Select Technology Portfolio — 1,383.0 $77K 0.10% NEW — $55.64 —
60 IHE iShares U.S. Pharmaceuticals ETF — 713.0 $71K 0.09% NEW — $99.01 +3.3%
Page 3 of 10  ·  183 positions

① 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 92.4%
Technology 2.2%
Industrials 2.0%
Healthcare 1.5%
Consumer Cyclical 1.1%
Communication Services 0.4%
Real Estate 0.2%
Basic Materials 0.1%
Energy 0.1%
Consumer Defensive 0.1%