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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 5 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDA MDA SPACE LTD Technology 13,670.0 $564K 0.33% NEW $41.28 -30.0%
82 KO COCA COLA CO Consumer Defensive 6,891.0 $560K 0.33% NEW $81.27 +10.3%
83 MRK MERCK & COMPANY INC Healthcare 4,323.0 $556K 0.32% +358.0 +9.0% $128.50 +15.4%
84 RTX RTX CORP Industrials 2,864.0 $543K 0.32% NEW $189.73 +11.6%
85 XLU STATE STREET UTILITIES 11,934.0 $541K 0.32% -12K -49.2% $45.34 -5.8%
86 JCI JOHNSON CONTROLS INTL Industrials 3,669.0 $536K 0.31% NEW $146.11 -4.5%
87 PG PROCTER & GAMBLE CO Consumer Defensive 3,633.0 $533K 0.31% NEW $146.64 -2.0%
88 STT STATE STREET CORP Financial Services 3,119.0 $529K 0.31% -351.0 -10.1% $169.60 +14.0%
89 HDB HDFC BANK LTD Financial Services 20,441.0 $528K 0.31% -23K -52.9% $25.83 -10.6%
90 ABB LTD 4,847.0 $527K 0.31% -366.0 -7.0% $108.70
91 NICE NICE LTD Technology 5,788.0 $526K 0.31% -13K -69.9% $90.85 +19.8%
92 SIEMENS AG 3,263.0 $525K 0.31% -201.0 -5.8% $160.91
93 RPRX ROYALTY PHARMA PLC Healthcare 9,331.0 $523K 0.30% -6K -38.2% $56.07 +8.5%
94 NVT NVENT ELECTRIC PLC Industrials 3,043.0 $516K 0.30% -5K -59.7% $169.61 -12.5%
95 GS GOLDMAN SACHS GROUP INC Financial Services 509.0 $515K 0.30% -336.0 -39.8% $1011.37 +2.2%
96 VRTX VERTEX PHARMACEUTICALS Healthcare 1,036.0 $515K 0.30% +106.0 +11.4% $496.73 +9.1%
97 TDC TERADATA CORP Technology 14,808.0 $513K 0.30% NEW $34.65 -17.0%
98 PWR QUANTA SERVICES INC Industrials 709.0 $511K 0.30% -881.0 -55.4% $720.04 -16.3%
99 KLAC KLA CORP Technology 1,670.0 $504K 0.29% +962.0 +135.9% $301.71 -41.8%
100 RL POLO RALPH LAUREN CORP Consumer Cyclical 1,244.0 $499K 0.29% -100.0 -7.4% $401.41 -11.8%
Page 5 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%