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Portfolio (Quarterly) Guide ↗

GWN SECURITIES INC.

· CIK 0001265905
13F Portfolio $598M AUM 486 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 486 New
Page 18 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SHOP SHOPIFY INC Technology 3,430.0 $392K 0.07% NEW $114.18 +29.6%
342 TXN TEXAS INSTRS INC Technology 1,307.0 $390K 0.07% NEW $298.02 -9.3%
343 HII HUNTINGTON INGALLS INDS INC Industrials 1,391.0 $389K 0.07% NEW $279.94 +14.8%
344 NWL NEWELL BRANDS INC Consumer Defensive 63,418.0 $389K 0.07% NEW $6.14 -1.9%
345 BLOCK INC 5,123.0 $389K 0.07% NEW $76.00
346 CBRE CBRE GROUP INC Real Estate 2,868.0 $386K 0.07% NEW $134.69 +11.3%
347 XEMD BONDBLOXX ETF TRUST 8,543.0 $384K 0.06% NEW $44.92 -1.1%
348 BMAR INNOVATOR ETFS TRUST 6,625.0 $382K 0.06% NEW $57.63 +2.2%
349 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 11,204.0 $381K 0.06% NEW $34.00 -0.2%
350 ABEQ UNIFIED SER TR 10,195.0 $379K 0.06% NEW $37.20 +4.3%
351 AEM AGNICO EAGLE MINES LTD Basic Materials 2,444.0 $379K 0.06% NEW $155.13 +20.1%
352 ORN ORION GROUP HLDGS INC Industrials 22,484.0 $378K 0.06% NEW $16.82 -43.2%
353 AVUV AMERICAN CENTY ETF TR 3,020.0 $377K 0.06% NEW $124.77 +2.0%
354 OSG OCTAVE SPECIALTY GROUP INC Financial Services 60,295.0 $376K 0.06% NEW $6.24 -27.0%
355 ULTA ULTA BEAUTY INC Consumer Cyclical 833.0 $376K 0.06% NEW $450.98 +16.1%
356 CACI CACI INTL INC Technology 809.0 $375K 0.06% NEW $463.26 +43.1%
357 CINF CINCINNATI FINL CORP Financial Services 2,022.0 $374K 0.06% NEW $185.14 -6.8%
358 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 56,100.0 $374K 0.06% NEW $6.67 -17.0%
359 PFFA ETFIS SER TR I 18,190.0 $374K 0.06% NEW $20.57 +2.1%
360 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 80,455.0 $372K 0.06% NEW $4.62 -30.7%
Page 18 of 25  ·  486 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 23.3%
Financial Services 20.8%
Healthcare 12.5%
Industrials 11.0%
Consumer Cyclical 7.4%
Utilities 7.0%
Consumer Defensive 7.0%
Communication Services 5.8%
Energy 2.3%
Real Estate 2.2%