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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 25 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PHM PULTE GROUP INC Consumer Cyclical 5.0 $713.0 NEW $142.60 -8.8%
482 NEM NEWMONT CORP Basic Materials 8.0 $704.0 NEW $88.00 +49.5%
483 BBIN J P MORGAN EXCHANGE TRADED F 9.0 $703.0 $78.11 +4.2%
484 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 12.0 $701.0 NEW $58.42 +27.6%
485 EOG EOG RES INC Energy 5.0 $701.0 NEW $140.20 +3.3%
486 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 44.0 $701.0 NEW $15.93 +14.4%
487 USFD US FOODS HLDG CORP Consumer Defensive 7.0 $695.0 NEW $99.29 +9.2%
488 CL COLGATE PALMOLIVE CO Consumer Defensive 7.0 $673.0 NEW $96.14 -4.2%
489 LITE LUMENTUM HLDGS INC Technology 1.0 $670.0 NEW $670.00 +40.2%
490 NRG NRG ENERGY INC Utilities 5.0 $667.0 NEW $133.40 -12.9%
491 MCK MCKESSON CORP Healthcare 1.0 $665.0 NEW $665.00 +34.8%
492 RB GLOBAL INC 6.0 $661.0 NEW $110.17
493 FERG FERGUSON ENTERPRISES INC Industrials 3.0 $657.0 NEW $219.00 +7.6%
494 SO SOUTHERN CO Utilities 7.0 $656.0 NEW $93.71 -4.2%
495 CVNA CARVANA CO Consumer Cyclical 10.0 $653.0 NEW $65.30 +13.2%
496 IT GARTNER INC Technology 5.0 $649.0 $129.80 +48.7%
497 BKR BAKER HUGHES COMPANY Energy 12.0 $648.0 NEW $54.00 +14.8%
498 CI THE CIGNA GROUP Healthcare 2.0 $644.0 NEW $322.00 -12.8%
499 NSC NORFOLK SOUTHN CORP Industrials 2.0 $641.0 NEW $320.50 +10.0%
500 ALLY ALLY FINL INC Financial Services 14.0 $633.0 NEW $45.21 -5.9%
Page 25 of 37  ·  735 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%