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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 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX CHEVRON CORP NEW Energy 336.0 $56K 0.05% NEW $165.76 +20.6%
82 ASML ASML HOLDING N V Technology 26.0 $52K 0.05% NEW $1989.42 -12.3%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 279.0 $50K 0.05% NEW $180.91 +7.2%
84 PEP PEPSICO INC Consumer Defensive 366.0 $50K 0.05% NEW $135.40 +5.1%
85 MMM 3M CO Industrials 300.0 $49K 0.05% NEW $161.91 +10.8%
86 DUK DUKE ENERGY CORP NEW Utilities 348.0 $44K 0.04% NEW $126.58 -3.9%
87 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 118.0 $44K 0.04% NEW $370.04 +2.2%
88 PJP INVESCO PHARMACEUTICALS ETF 284.0 $34K 0.03% NEW $118.45 +10.6%
89 AMZN AMAZON.COM INC Consumer Cyclical 140.0 $33K 0.03% NEW $238.34 +9.5%
90 MU MICRON TECHNOLOGY INC Technology 27.0 $31K 0.03% NEW $1154.30 -19.2%
91 SUSC ISHARES ESG USD CORPORATE BOND ETF 1,317.0 $30K 0.03% NEW $23.15 -1.5%
92 CI THE CIGNA GROUP Healthcare 110.0 $30K 0.03% NEW $275.68 +1.3%
93 VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 462.0 $29K 0.03% NEW $62.76 -1.5%
94 CL COLGATE PALMOLIVE CO Consumer Defensive 300.0 $28K 0.03% NEW $91.68 -0.4%
95 DIS WALT DISNEY CO Communication Services 284.0 $27K 0.03% NEW $96.25 +15.6%
96 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 279.0 $26K 0.03% NEW $91.64 -0.0%
97 VXF VANGUARD EXTENDED MARKET INDEX FUND ETF SHARES 99.0 $24K 0.02% NEW $246.21 -0.9%
98 PRF INVESCO RAFI US 1000 ETF 439.0 $24K 0.02% NEW $54.03 +3.9%
99 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES 280.0 $23K 0.02% NEW $83.75 +2.8%
100 GM GENERAL MTRS CO Consumer Cyclical 270.0 $21K 0.02% NEW $77.08 +11.3%
Page 5 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%