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Portfolio (Quarterly) Guide ↗

HALBERT HARGROVE GLOBAL ADVISORS, LLC

· CIK 0001484205
13F Portfolio $2.3B AUM 735 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 383 New 106 Added 82 Reduced 18 Exited
Page 17 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CNC CENTENE CORP DEL Healthcare 3.0 $181.0 NEW $60.33 +8.5%
322 CF CF INDUSTRIES HOLD Basic Materials 2.0 $178.0 NEW $89.00 +41.2%
323 CCJ CAMECO CORP Energy 2.0 $178.0 NEW $89.00 +20.6%
324 MIDD MIDDLEBY CORP Industrials 1.0 $178.0 NEW $178.00 -35.1%
325 SAIA SAIA INC Industrials $173.0 NEW
326 WEC WEC ENERGY GROUP INC Utilities 1.0 $173.0 NEW $173.00 -37.9%
327 RBLX ROBLOX CORP Technology 3.0 $171.0 NEW $57.00 -34.1%
328 STLA STELLANTIS N.V Consumer Cyclical 29.0 $166.0 NEW $5.72 -9.9%
329 RL RALPH LAUREN CORP Consumer Cyclical $165.0 NEW
330 THC TENET HEALTHCARE CORP Healthcare 1.0 $165.0 NEW $165.00 +66.3%
331 STNG SCORPIO TANKERS INC Energy 2.0 $164.0 NEW $82.00 -8.7%
332 LYFT LYFT INC Technology 11.0 $160.0 NEW $14.55 +19.6%
333 SLB SLB LIMITED Energy 3.0 $159.0 NEW $53.00 +1.2%
334 LPLA LPL FINL HLDGS INC Financial Services 1.0 $155.0 NEW $155.00 +132.4%
335 NXPI NXP SEMICONDUCTORS N V Technology 1.0 $155.0 NEW $155.00 +44.0%
336 ELV ELEVANCE HEALTH INC FORMERLY Healthcare $151.0 NEW
337 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2.0 $150.0 NEW $75.00 +59.8%
338 ESAB ESAB CORPORATION Industrials 1.0 $147.0 NEW $147.00 -44.1%
339 FE FIRSTENERGY CORP Utilities 3.0 $145.0 NEW $48.33 -3.3%
340 OC OWENS CORNING NEW Industrials 1.0 $145.0 NEW $145.00 +0.4%
Page 17 of 20  ·  383 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
Consumer Cyclical 28.0%
Financial Services 22.0%
Technology 20.8%
Communication Services 10.5%
Healthcare 10.3%
Industrials 2.8%
Consumer Defensive 2.1%
Real Estate 1.9%
Energy 0.8%
Utilities 0.5%