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Portfolio (Quarterly) Guide ↗

LIGHTHOUSE FINANCIAL SERVICES INC /ADV

· CIK 0001068979
13F Portfolio $476M AUM 102 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 102 New
Page 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HONEYWELL AEROSPACE INC 2,183.0 $496K 0.10% NEW $227.29
82 HONEYWELL INTL INC 2,183.0 $484K 0.10% NEW $221.75
83 HBAN HUNTINGTON BANCSHARES INC Financial Services 26,351.0 $477K 0.10% NEW $18.11 -6.6%
84 UPS UNITED PARCEL SVCS INC Industrials 4,238.0 $464K 0.10% NEW $109.54 -4.8%
85 SRE SEMPRA Utilities 5,023.0 $459K 0.10% NEW $91.36 -7.7%
86 XOM EXXON MOBIL CORP Energy 3,353.0 $457K 0.10% NEW $136.27 +18.9%
87 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 490.0 $453K 0.10% NEW $924.00 +4.1%
88 BA BOEING CO Industrials 1,968.0 $430K 0.09% NEW $218.54 -3.6%
89 TGT TARGET CORP Consumer Defensive 3,219.0 $419K 0.09% NEW $130.28 +25.2%
90 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,060.0 $416K 0.09% NEW $201.94 +9.6%
91 MDLZ MONDELEZ INTL INC Consumer Defensive 6,811.0 $404K 0.09% NEW $59.35 +6.9%
92 CARR CARRIER GLOBAL CORPORATION Industrials 5,262.0 $379K 0.08% NEW $72.07 -18.5%
93 T AT&T INC Communication Services 16,698.0 $342K 0.07% NEW $20.48 +25.6%
94 VLO VALERO ENERGY CORP Energy 1,207.0 $325K 0.07% NEW $269.41 +27.8%
95 CATY CATHAY GEN BANCORP Financial Services 5,044.0 $319K 0.07% NEW $63.28 -2.2%
96 MEAR ISHARES U S ETF TR 5,054.0 $254K 0.05% NEW $50.26 -0.1%
97 GILD GILEAD SCIENCES INC Healthcare 1,868.0 $235K 0.05% NEW $125.97 +17.6%
98 KO COCA COLA CO Consumer Defensive 2,818.0 $229K 0.05% NEW $81.30 +13.1%
99 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,712.0 $225K 0.05% NEW $82.95 -32.8%
100 CF CF INDUSTRIES HOLD Basic Materials 2,046.0 $221K 0.05% NEW $108.15 +18.6%
Page 5 of 6  ·  102 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 34.7%
Financial Services 21.4%
Healthcare 11.3%
Communication Services 9.5%
Industrials 7.5%
Consumer Cyclical 6.4%
Consumer Defensive 4.4%
Energy 4.3%
Basic Materials 0.3%
Utilities 0.3%