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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 3 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 1,905.0 $214K 0.21% NEW $112.09 -2.4%
42 IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 5,808.0 $201K 0.19% NEW $34.56 +4.3%
43 EFA ISHARES MSCI EAFE ETF 1,835.0 $191K 0.18% NEW $103.88 +4.5%
44 GLOF ISHARES GLOBAL EQUITY FACTOR ETF 3,149.0 $185K 0.18% NEW $58.81 +4.0%
45 HD HOME DEPOT INC Consumer Cyclical 514.0 $181K 0.17% NEW $352.68 -4.6%
46 VCSH VANGUARD SHORT TERM CORP BD ETF 2,211.0 $175K 0.17% NEW $79.03 -0.4%
47 QQQ INVESCO QQQ TR Financial Services 232.0 $171K 0.17% NEW $736.40 -3.4%
48 JNJ JOHNSON & JOHNSON Healthcare 666.0 $169K 0.16% NEW $253.97 +7.4%
49 LMT LOCKHEED MARTIN CORP Industrials 330.0 $168K 0.16% NEW $509.46 +9.6%
50 DVY ISHARES SELECT DIVIDEND ETF 1,054.0 $165K 0.16% NEW $156.30 +4.8%
51 GOOG ALPHABET INC CLASS C 425.0 $150K 0.14% NEW $353.33
52 BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES 1,979.0 $145K 0.14% NEW $73.41 -1.1%
53 VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES 679.0 $134K 0.13% NEW $197.60 +5.7%
54 MRK MERCK & CO. INC. Healthcare 950.0 $122K 0.12% NEW $128.50 +19.8%
55 MSFT MICROSOFT CORP Technology 325.0 $121K 0.12% NEW $373.02 +31.2%
56 PG PROCTER & GAMBLE CO Consumer Defensive 810.0 $119K 0.12% NEW $146.64 -1.0%
57 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 618.0 $118K 0.11% NEW $190.52 -4.6%
58 FALN ISHARES FALLEN ANGELS USD BOND ETF 4,224.0 $115K 0.11% NEW $27.24 -0.6%
59 XOM EXXON MOBIL CORP Energy 833.0 $114K 0.11% NEW $136.72 +18.4%
60 AMGN AMGEN INC Healthcare 311.0 $113K 0.11% NEW $362.12 +22.7%
Page 3 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%