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Portfolio (Quarterly) Guide ↗

Collaborative Fund Advisors, LLC

· CIK 0002132074
13F Portfolio $162M AUM 160 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 160 New
Page 7 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PSLV SPROTT PHYSICAL SILVER TR Financial Services 13,464.0 $328K 0.20% NEW $24.39 -0.6%
122 CAH CARDINAL HEALTH INC Healthcare 1,537.0 $325K 0.20% NEW $211.31 -5.0%
123 NEE NEXTERA ENERGY INC Utilities 3,280.0 $305K 0.19% NEW $92.88 -4.7%
124 SAAB AB 9,156.0 $300K 0.18% NEW $32.75
125 ASX ASE TECHNOLOGY HOLDING CO Technology 13,794.0 $299K 0.18% NEW $21.68 +60.6%
126 AZN ASTRAZENECA PLC Healthcare 1,492.0 $294K 0.18% NEW $197.22 -5.2%
127 HII HUNTINGTON INGALLS INDUST Industrials 771.0 $293K 0.18% NEW $379.90 -15.6%
128 NU NU HOLDINGS LTD/CAYMAN IS Financial Services 20,248.0 $291K 0.18% NEW $14.37 -11.4%
129 NOK NOKIA CORP-SPON ADR Technology 34,787.0 $280K 0.17% NEW $8.04 +92.4%
130 FORTINET INC 3,367.0 $275K 0.17% NEW $81.72
131 PANW PALO ALTO NETWORKS INC Technology 1,673.0 $268K 0.17% NEW $160.32 +62.5%
132 REGCO REGENCY CENTERS CORP Real Estate 3,523.0 $267K 0.17% NEW $75.66 -70.4%
133 SNY SANOFI Healthcare 5,524.0 $266K 0.16% NEW $48.18 -8.1%
134 CF CF INDUSTRIES HOLDINGS Basic Materials 2,033.0 $264K 0.16% NEW $129.84 -6.3%
135 PLTR PALANTIR TECHNOLOGIES INC Technology 1,791.0 $262K 0.16% NEW $146.28 -6.4%
136 MOOG INC 876.0 $256K 0.16% NEW $292.64
137 VICI VICI PROPERTIES INC Real Estate 9,319.0 $255K 0.16% NEW $27.32 +4.3%
138 BWXT BWX TECHNOLOGIES INC Industrials 1,243.0 $254K 0.16% NEW $204.49 -0.8%
139 UBS UBS GROUP AG Financial Services 6,441.0 $252K 0.15% NEW $39.07 +20.2%
140 ALV AUTOLIV INC Consumer Cyclical 2,359.0 $248K 0.15% NEW $105.16 +16.7%
Page 7 of 8  ·  160 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 25.3%
Consumer Cyclical 13.7%
Financial Services 12.2%
Consumer Defensive 11.0%
Industrials 10.0%
Communication Services 9.5%
Healthcare 8.2%
Energy 3.7%
Real Estate 2.5%
Basic Materials 2.5%