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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 34 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4.0 $191.0 NEW $47.75 +30.1%
662 AZO AUTOZONE INC Consumer Cyclical $189.0 NEW
663 GFS GLOBALFOUNDRIES INC Technology 2.0 $185.0 NEW $92.50 -50.6%
664 JIVE J P MORGAN EXCHANGE TRADED F 2.0 $184.0 $92.00 +6.9%
665 CNC CENTENE CORP DEL Healthcare 3.0 $181.0 NEW $60.33 +11.0%
666 CF CF INDUSTRIES HOLD Basic Materials 2.0 $178.0 NEW $89.00 +40.4%
667 CCJ CAMECO CORP Energy 2.0 $178.0 NEW $89.00 +20.6%
668 MIDD MIDDLEBY CORP Industrials 1.0 $178.0 NEW $178.00 -35.0%
669 JIG J P MORGAN EXCHANGE TRADED F 2.0 $175.0 $87.50 -2.5%
670 EWC ISHARES INC 3.0 $173.0 $57.67 +8.2%
671 SAIA SAIA INC Industrials $173.0 NEW
672 WEC WEC ENERGY GROUP INC Utilities 1.0 $173.0 NEW $173.00 -37.8%
673 RBLX ROBLOX CORP Technology 3.0 $171.0 NEW $57.00 -33.4%
674 STLA STELLANTIS N.V Consumer Cyclical 29.0 $166.0 NEW $5.72 -9.3%
675 RL RALPH LAUREN CORP Consumer Cyclical $165.0 NEW
676 THC TENET HEALTHCARE CORP Healthcare 1.0 $165.0 NEW $165.00 +67.6%
677 STNG SCORPIO TANKERS INC Energy 2.0 $164.0 NEW $82.00 -9.1%
678 LYFT LYFT INC Technology 11.0 $160.0 NEW $14.55 +18.1%
679 SLB SLB LIMITED Energy 3.0 $159.0 NEW $53.00 +0.8%
680 LPLA LPL FINL HLDGS INC Financial Services 1.0 $155.0 NEW $155.00 +130.1%
Page 34 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%