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Portfolio (Quarterly) Guide ↗

First Heartland Consultants, Inc.

· CIK 0001428793
13F Portfolio $1.5B AUM 589 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 119 New 241 Added 190 Reduced 63 Exited
Page 30 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 32,781.0 $164K 0.01% +20K +154.1% $4.99 +2.4%
582 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 10,128.0 $127K 0.01% NEW $12.52 -3.2%
583 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 11,707.0 $112K 0.01% +383.0 +3.4% $9.57 +1.7%
584 JPC NUVEN PFD & INCOME OPPORTUN Financial Services 13,428.0 $106K 0.01% NEW $7.88 -4.8%
585 NIO NIO INC Consumer Cyclical 14,108.0 $77K 0.01% $5.49 -20.5%
586 CION CION INVT CORP Financial Services 11,653.0 $73K 0.01% -117.0 -1.0% $6.23 +18.5%
587 MMT ABERDEEN MULTI-MARKET INCOME Financial Services 14,895.0 $66K 0.00% NEW $4.40 +0.2%
588 BTMD BIOTE CORP Healthcare 24,500.0 $46K 0.00% +12K +96.0% $1.89 -16.9%
589 DEFI TECHNOLOGIES INC 18,181.0 $9K 0.00% $0.51
Page 30 of 30  ·  589 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 46.7%
Technology 21.7%
Consumer Cyclical 8.6%
Industrials 6.7%
Consumer Defensive 5.0%
Healthcare 4.4%
Communication Services 3.4%
Energy 1.5%
Real Estate 1.0%
Utilities 0.8%