Fund Holdings

TKG Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DOW HLDGS INC(DOW)0156,621+156,62106,523,2652.70%+6,523,265
SPDR SERIES TRUST0132,821+132,821012,171,7305.03%+12,171,730
CIENA CORP(CIEN)08,356+8,35603,244,0501.34%+3,244,050
FREEPORT MCMORAN INC(FCX)046,427+46,42702,728,9791.13%+2,728,979
J P MORGAN EXCHANGE TRADED F063,698+63,69805,455,0712.26%+5,455,071
MEDTRONIC PLC(MDT)026,578+26,57802,302,9840.95%+2,302,984
DELL TECHNOLOGIES INC(DELL)021,792+21,79203,576,7761.48%+3,576,776
MICRON TECHNOLOGY INC(MU)015,261+15,26105,155,7762.13%+5,155,776
SPDR INDEX SHS FDS038,280+38,28001,747,5040.72%+1,747,504
RTX CORPORATION(RTX)013,911+13,91102,683,4321.11%+2,683,432
FIRST TR EXCHANGE-TRADED FD023,003+23,00301,375,1190.57%+1,375,119
NASDAQ INC(NDAQ)031,574+31,57402,680,3171.11%+2,680,317
ENTERGY CORP NEW(ETR)061,163+61,16306,872,2752.84%+6,872,275
SPDR INDEX SHS FDS015,175+15,1750711,8670.29%+711,867
SSGA ACTIVE ETF TR026,415+26,41501,069,8220.44%+1,069,822
SPDR SERIES TRUST031,943+31,94301,543,5040.64%+1,543,504
CHEVRON CORPORATION(CVX)015,642+15,64203,236,3941.34%+3,236,394
TRANE TECHNOLOGIES PLC(TT)012,674+12,67405,281,7632.18%+5,281,763
ALPS ETF TR090,489+90,48904,763,3261.97%+4,763,326
SPDR INDEX SHS FDS05,493+5,4930410,1620.17%+410,162
HALLIBURTON CO(HAL)09,295+9,2950362,4120.15%+362,412
SPROTT FDS TR0103,392+103,39203,420,2071.41%+3,420,207
ISHARES TR064,703+64,70308,043,1823.33%+8,043,182
DEERE & CO(DE)01,136+1,1360639,9090.26%+639,909
ISHARES TR05,713+5,7130274,3380.11%+274,338
ISHARES TR01,703+1,7030271,5600.11%+271,560
QUEST DIAGNOSTICS INC(DGX)014,359+14,35902,814,0771.16%+2,814,077
VANGUARD INDEX FDS079,200+79,200015,538,9456.42%+15,538,945
CUMMINS INC(CMI)01,151+1,1510619,2610.26%+619,261
NUCOR CORP(NUE)03,448+3,4480583,0570.24%+583,057
RBB FUND TRUST013,131+13,1310662,5900.27%+662,590
QUANTA SVCS INC01,650+1,6500905,8740.37%+905,874
STATE STR SPDR S&P MIDCAP 40(MDY)013,235+13,23508,162,9403.37%+8,162,940
WASTE MGMT INC DEL(WM)011,379+11,37902,614,8851.08%+2,614,885
PROCTER & GAMBLE CO(PG)018,788+18,78802,713,7891.12%+2,713,789
TAIWAN SEMICONDUCTOR MANUFAC(TSM)05,602+5,60201,893,1600.78%+1,893,160
INVESCO EXCH TRADED FD TR II09,003+9,0030658,4880.27%+658,488
FIRST TR EXCHANGE-TRADED ALP02,428+2,4280289,7930.12%+289,793
ISHARES TR07,436+7,4360295,0600.12%+295,060
ISHARES TR01,084+1,0840260,1490.11%+260,149
ISHARES TR03,852+3,8520218,7550.09%+218,755
FIRST TR EXCH TRADED FD III025,034+25,0340543,2440.22%+543,244
TJX COS INC NEW(TJX)04,052+4,0520647,1040.27%+647,104
MICROCHIP TECHNOLOGY INC.(MCHP)06,114+6,1140395,0260.16%+395,026
FIRST TR EXCHANGE-TRADED FD088,388+88,38804,305,3811.78%+4,305,381
AFLAC INC(AFL)023,366+23,36602,563,5011.06%+2,563,501
ALPHABET INC(GOOG)02,110+2,1100605,1630.25%+605,163
VANGUARD INDEX FDS0785+7850205,6070.09%+205,607
CHUBB LTD SWITZ02,006+2,0060653,8850.27%+653,885
CAPITAL GROUP CORE EQUITY ET017,273+17,2730663,6250.27%+663,625
FIRST TR EXCHNG TRADED FD VI07,792+7,7920263,1360.11%+263,136
ISHARES TR03,199+3,1990442,6460.18%+442,646
VANGUARD WORLD FD0364+3640253,9700.10%+253,970
FIRST TR EXCHANGE-TRADED FD022,132+22,1320565,4830.23%+565,483
ISHARES TR0366+3660239,0750.10%+239,075
VANGUARD INDEX FDS02,099+2,09901,254,2250.52%+1,254,225
RESMED INC(RMD)02,286+2,2860513,1610.21%+513,161
ARISTA NETWORKS INC(ANET)04,893+4,8930600,7630.25%+600,763
GOLDMAN SACHS GROUP INC(GS)0820+8200693,7150.29%+693,715
HARTFORD INSURANCE GROUP INC(HIG)044,119+44,11905,966,2122.47%+5,966,212
VANGUARD INDEX FDS03,757+3,75701,205,3240.50%+1,205,324
APPLE INC(AAPL)03,634+3,6340922,2730.38%+922,273
WILLIAMS COS INC(WMB)036,278+36,27802,640,2771.09%+2,640,277
CAPITAL GROUP INTL FOCUS EQT0187,084+187,08405,517,1072.28%+5,517,107
META PLATFORMS INC(META)0886+8860507,0290.21%+507,029
AMAZON COM INC(AMZN)05,504+5,50401,146,3180.47%+1,146,318
ISHARES TR020,160+20,16002,871,3891.19%+2,871,389
ABBVIE INC(ABBV)011,916+11,91602,591,5991.07%+2,591,599
GOLDMAN SACHS ETF TR02,324+2,3240232,8420.10%+232,842
CATERPILLAR INC(CAT)04,174+4,17402,957,1381.22%+2,957,138
MICROSOFT CORP(MSFT)01,584+1,5840586,3220.24%+586,322
WALMART INC(WMT)021,390+21,39002,658,3491.10%+2,658,349
CITIGROUP INC(C)057,049+57,04906,469,9272.67%+6,469,927
WORKDAY INC(WDAY)000000
UBER TECHNOLOGIES INC(UBER)03,968+3,9680285,4180.12%+285,418
FIRST TR EXCHANGE-TRADED ALP000000
FIRST TR EXCHANGE-TRADED ALP000000
SPROTT ASSET MANAGEMENT LP(PSLV)000000
JPMORGAN CHASE & CO(JPM)09,133+9,13302,686,5171.11%+2,686,517
TESLA INC(TSLA)03,502+3,50201,301,8690.54%+1,301,869
PALANTIR TECHNOLOGIES INC(PLTR)02,156+2,1560315,3800.13%+315,380
SPDR INDEX SHS FDS000000
SPDR SERIES TRUST026,249+26,24901,554,4400.64%+1,554,440
SPDR SERIES TRUST041,527+41,52701,063,9100.44%+1,063,910
SPDR INDEX SHS FDS000000
INVESCO EXCHANGE TRADED FD T071,520+71,52004,118,0971.70%+4,118,097
PALO ALTO NETWORKS INC(PANW)000000
INVESCO QQQ TR017,341+17,341010,009,1654.14%+10,009,165
SPDR SERIES TRUST057,615+57,61504,555,0281.88%+4,555,028
STATE STR SPDR S&P 500 ETF T(SPY)032,270+32,270020,986,4378.68%+20,986,437
AMERICAN EXPRESS CO(AXP)018,271+18,27105,526,6122.28%+5,526,612
AMERICAN ELEC PWR CO INC010,518+10,51801,378,6990.57%+1,378,699
BANK AMERICA CORP000000
PACKAGING CORP AMER(PKG)05,564+5,56401,180,7920.49%+1,180,792
SPDR INDEX SHS FDS000000
JOHNSON CONTROLS INTERNATION010,200+10,20001,335,6900.55%+1,335,690
NVIDIA CORPORATION(NVDA)038,953+38,95306,793,4402.81%+6,793,440
UNITEDHEALTH GROUP INC(UNH)000000
INVESCO EXCH TRADED FD TR II000000
ADVANCED MICRO DEVICES INC(AMD)000000
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