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Portfolio (Quarterly) Guide ↗

Kroeger Financial Partners

· CIK 0002146729
13F Portfolio $103M AUM 141 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 141 New
Page 2 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 5,675.0 $675K 0.65% NEW $118.99 +0.9%
22 IVV ISHARES CORE S&P 500 ETF 778.0 $583K 0.56% NEW $748.89 +2.7%
23 TJX TJX COS INC NEW Consumer Cyclical 3,844.0 $582K 0.56% NEW $151.50 -7.6%
24 CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF 10,167.0 $514K 0.50% NEW $50.53 -0.2%
25 IWF ISHARES RUSSELL 1000 GROWTH ETF 4,002.0 $497K 0.48% NEW $124.17 -2.0%
26 CSCO CISCO SYS INC Technology 4,191.0 $492K 0.48% NEW $117.46 -5.4%
27 SCHP SCHWAB U.S. TIPS ETF 18,554.0 $492K 0.47% NEW $26.50 -1.6%
28 CAT CATERPILLAR INC Industrials 454.0 $483K 0.47% NEW $1064.90 -23.8%
29 VGLT VANGUARD LONG-TERM TREAS INDEX FD ETF SHS 7,649.0 $422K 0.41% NEW $55.18 -3.1%
30 IUSG ISHARES CORE S&P U.S. GROWTH ETF 1,899.0 $357K 0.34% NEW $188.09 +0.8%
31 IUSV ISHARES CORE S&P U.S. VALUE ETF 3,222.0 $355K 0.34% NEW $110.15 +4.4%
32 VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 2,180.0 $345K 0.33% NEW $158.03 +4.4%
33 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 3,221.0 $311K 0.30% NEW $96.49 -1.9%
34 VBR VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES 1,210.0 $294K 0.28% NEW $242.99 +2.1%
35 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 839.0 $288K 0.28% NEW $342.83 -11.8%
36 VONG VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES 2,069.0 $264K 0.26% NEW $127.81 -1.9%
37 NVO NOVO NORDISK A/S Healthcare 5,062.0 $243K 0.23% NEW $47.94 +0.8%
38 NEE NEXTERA ENERGY INC Utilities 2,682.0 $235K 0.23% NEW $87.77 -3.8%
39 VGK VANGUARD FTSE EUROPE ETF 2,581.0 $229K 0.22% NEW $88.54 +5.1%
40 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 290.0 $217K 0.21% NEW $746.77 +2.5%
Page 2 of 8  ·  141 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 49.2%
Consumer Cyclical 11.5%
Healthcare 10.6%
Industrials 10.4%
Financial Services 7.1%
Utilities 4.0%
Consumer Defensive 3.4%
Energy 2.3%
Communication Services 1.5%