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Portfolio (Quarterly) Guide ↗

BRAVE ASSET MANAGEMENT INC

· CIK 0001085867
13F Portfolio $467M AUM 146 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 20 Added 44 Reduced 28 Exited
Page 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,467.0 $552K 0.12% -60.0 -2.4% $223.95 +26.1%
82 FLR FLUOR CORP Industrials 10,400.0 $545K 0.12% $52.39 -1.8%
83 PH PARKER-HANNIFIN CORP Industrials 555.0 $543K 0.12% $978.12 +4.1%
84 GLD SPDR GOLD TR Financial Services 1,472.0 $542K 0.12% $368.38 +15.5%
85 CR CRANE COMPANY Industrials 2,355.0 $525K 0.11% $223.07 -7.3%
86 WAT WATERS CORP Healthcare 1,366.0 $512K 0.11% -26.0 -1.9% $375.04 +10.5%
87 VSGX VANGUARD WORLD FD 6,185.0 $509K 0.11% NEW $82.34 +1.7%
88 ITW ILLINOIS TOOL WKS INC Industrials 1,837.0 $497K 0.11% $270.47 +4.0%
89 GEV GE VERNOVA INC Utilities 404.0 $475K 0.10% $1174.86 -19.8%
90 ROM PROSHARES TR 3,000.0 $466K 0.10% -620.0 -17.1% $155.20 -10.9%
91 URI UNITED RENTALS INC Industrials 403.0 $457K 0.10% $1132.89 -5.7%
92 HONEYWELL INTL INC 1,997.0 $447K 0.10% NEW $223.90
93 HII HUNTINGTON INGALLS INDS INC Industrials 1,583.0 $443K 0.10% $279.89 +3.6%
94 HONEYWELL AEROSPACE INC 1,997.0 $441K 0.09% NEW $221.08
95 AFL AFLAC INC Financial Services 3,759.0 $441K 0.09% $117.25 -0.6%
96 ABT ABBOTT LABORATORIES Healthcare 4,851.0 $440K 0.09% -370.0 -7.1% $90.74 +27.2%
97 MU MICRON TECHNOLOGY INC Technology 371.0 $428K 0.09% NEW $1154.29 -19.4%
98 ET ENERGY TRANSFER L P Energy 22,178.0 $424K 0.09% -1K -4.3% $19.12 +10.1%
99 INTC INTEL CORP Technology 3,000.0 $419K 0.09% NEW $139.63 -36.4%
100 EFIV SPDR SERIES TRUST 5,615.0 $410K 0.09% $72.93 +2.9%
Page 5 of 8  ·  146 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
Financial Services 30.2%
Technology 29.7%
Communication Services 15.5%
Consumer Cyclical 6.8%
Industrials 6.3%
Healthcare 5.1%
Energy 3.8%
Consumer Defensive 1.5%
Basic Materials 0.9%
Utilities 0.2%