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Portfolio (Quarterly) Guide ↗

Collaborative Fund Advisors, LLC

· CIK 0002132074
13F Portfolio $172M AUM 182 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 92 New 41 Added 49 Reduced 70 Exited
Page 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 1,859.0 $657K 0.38% NEW $353.33
22 UTES VIRTUS REAVES UTILITIES E 7,822.0 $639K 0.37% NEW $81.74 -9.7%
23 GE GENERAL ELECTRIC COMPANY Industrials 1,654.0 $618K 0.36% NEW $373.73 -8.3%
24 ORCL ORACLE CORP Technology 4,088.0 $599K 0.35% NEW $146.55 +2.8%
25 SYY SYSCO CORP Consumer Defensive 7,041.0 $588K 0.34% NEW $83.58 -2.0%
26 ADI ANALOG DEVICES INC Technology 1,465.0 $582K 0.34% NEW $397.17 -8.9%
27 BMI BADGER METER INC Technology 3,867.0 $574K 0.33% NEW $148.38 -8.6%
28 MDA MDA SPACE LTD Technology 13,670.0 $564K 0.33% NEW $41.28 -30.0%
29 KO COCA COLA CO Consumer Defensive 6,891.0 $560K 0.33% NEW $81.27 +10.3%
30 RTX RTX CORP Industrials 2,864.0 $543K 0.32% NEW $189.73 +11.6%
31 JCI JOHNSON CONTROLS INTL Industrials 3,669.0 $536K 0.31% NEW $146.11 -4.5%
32 PG PROCTER & GAMBLE CO Consumer Defensive 3,633.0 $533K 0.31% NEW $146.64 -2.0%
33 TDC TERADATA CORP Technology 14,808.0 $513K 0.30% NEW $34.65 -17.0%
34 SCHNEIDER ELECTRIC SE 7,376.0 $481K 0.28% NEW $65.18
35 ULTA ULTA BEAUTY INC Consumer Cyclical 996.0 $449K 0.26% NEW $450.98 +14.8%
36 BSJQ INVESCO BULLETSHARES 2026 19,413.0 $446K 0.26% NEW $22.95 -0.3%
37 JKHY JACK HENRY & ASSOC Technology 3,196.0 $440K 0.26% NEW $137.74 +23.2%
38 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,004.0 $440K 0.26% NEW $109.77 -0.2%
39 HSBC HSBC HOLDINGS PLC Financial Services 4,598.0 $437K 0.26% NEW $95.09 +8.9%
40 SOLS SOLSTICE ADVANCED MATERIA Basic Materials 4,922.0 $436K 0.25% NEW $88.60 -28.3%
Page 2 of 5  ·  92 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 35.9%
Consumer Cyclical 12.2%
Financial Services 10.2%
Communication Services 9.1%
Healthcare 8.7%
Industrials 7.6%
Consumer Defensive 6.8%
Energy 3.6%
Basic Materials 3.1%
Real Estate 1.5%