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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 4 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ING ING GROEP NV Financial Services 23,282.0 $731K 0.42% -58K -71.3% $31.38 +12.3%
62 TECK TECK RESOURCES LTD Basic Materials 12,191.0 $725K 0.42% NEW $59.46 +16.6%
63 DGS WISDOM TREE TRUST - WISDO 10,862.0 $703K 0.41% NEW $64.71 -0.8%
64 C CITIGROUP INC Financial Services 4,866.0 $681K 0.40% NEW $139.96 -5.1%
65 GOOG ALPHABET INC 1,859.0 $657K 0.38% NEW $353.33
66 CAT CATERPILLAR INC Industrials 601.0 $640K 0.37% -18.0 -2.9% $1064.90 -24.9%
67 UTES VIRTUS REAVES UTILITIES E 7,822.0 $639K 0.37% NEW $81.74 -9.7%
68 KDP KEURIG DR PEPPER INC Consumer Defensive 19,352.0 $633K 0.37% -53K -73.2% $32.73 -1.7%
69 CB CHUBB LIMITED Financial Services 1,846.0 $629K 0.37% +110.0 +6.3% $340.74 -0.2%
70 VIPS VIPSHOP HOLDINGS LTD Consumer Cyclical 46,749.0 $620K 0.36% +34K +256.1% $13.26 +1.8%
71 GE GENERAL ELECTRIC COMPANY Industrials 1,654.0 $618K 0.36% NEW $373.73 -8.3%
72 CL COLGATE-PALMOLIVE CO Consumer Defensive 6,724.0 $616K 0.36% +396.0 +6.3% $91.68 -1.0%
73 ORCL ORACLE CORP Technology 4,088.0 $599K 0.35% NEW $146.55 +2.8%
74 SYY SYSCO CORP Consumer Defensive 7,041.0 $588K 0.34% NEW $83.58 -2.0%
75 CMI CUMMINS INC Industrials 821.0 $586K 0.34% -3K -78.5% $713.21 -20.8%
76 ADI ANALOG DEVICES INC Technology 1,465.0 $582K 0.34% NEW $397.17 -8.9%
77 DIS WALT DISNEY CO Communication Services 6,038.0 $581K 0.34% +352.0 +6.2% $96.25 +12.3%
78 TPR TAPESTRY INC Consumer Cyclical 3,959.0 $580K 0.34% +842.0 +27.0% $146.38 -14.3%
79 BMI BADGER METER INC Technology 3,867.0 $574K 0.33% NEW $148.38 -8.6%
80 DELL DELL TECHNOLOGIES INC Technology 1,313.0 $567K 0.33% -5K -79.6% $431.46 +5.7%
Page 4 of 10  ·  182 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%