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Portfolio (Quarterly) Guide ↗

Capital Wealth Planning, LLC

· CIK 0001566728
13F Portfolio $20.0B AUM 228 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 154 New
Page 6 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EMBJ EMBRAER S.A. Industrials 147,423.0 $9.4M 0.05% NEW $63.80 +19.0%
102 PBR PETROLEO BRASILEIRO S A Energy 576,245.0 $9.3M 0.05% NEW $16.16 +18.5%
103 EFA ISHARES TR 88,022.0 $9.1M 0.05% NEW $103.88 +4.2%
104 SNDK SANDISK CORP Technology 3,806.0 $8.7M 0.04% NEW $2273.73 -29.8%
105 AGRO ADECOAGRO S A Consumer Defensive 878,060.0 $8.4M 0.04% NEW $9.55 +15.9%
106 ETN EATON CORP PLC Industrials 18,383.0 $7.8M 0.04% NEW $426.12 -1.6%
107 DGX QUEST DIAGNOSTICS INC Healthcare 35,867.0 $7.6M 0.04% NEW $211.95 +15.3%
108 CLIP GLOBAL X FDS 73,914.0 $7.4M 0.04% NEW $100.34 -0.0%
109 RKLB ROCKET LAB CORP Industrials 72,203.0 $7.3M 0.04% NEW $101.65 -28.6%
110 DIA STATE STR SPDR DOW JONES IND Financial Services 13,759.0 $7.2M 0.04% NEW $522.39 +1.9%
111 PCAR PACCAR INC Industrials 57,528.0 $6.9M 0.04% NEW $120.12 +9.1%
112 ESLT ELBIT SYS LTD Industrials 8,791.0 $6.7M 0.03% NEW $758.72 -2.3%
113 EXC EXELON CORP Utilities 128,415.0 $6.0M 0.03% NEW $46.62 -6.1%
114 SLB SLB LIMITED Energy 122,072.0 $5.7M 0.03% NEW $46.49 +15.9%
115 XLI SELECT SECTOR SPDR TR 27,889.0 $5.2M 0.03% NEW $185.23 -2.7%
116 SYK STRYKER CORPORATION Healthcare 15,651.0 $4.9M 0.03% NEW $314.84 +4.6%
117 XOM EXXON MOBIL CORP Energy 31,679.0 $4.3M 0.02% NEW $136.72 +20.8%
118 XLF SELECT SECTOR SPDR TR 66,305.0 $3.6M 0.02% NEW $53.61 +7.2%
119 GLD SPDR GOLD TR Financial Services 9,436.0 $3.5M 0.02% NEW $368.38 +14.9%
120 SKM SK TELECOM CO LTD Communication Services 102,929.0 $3.3M 0.02% NEW $32.16 +25.3%
Page 6 of 8  ·  154 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 24.1%
Technology 18.8%
Industrials 14.8%
Consumer Cyclical 10.4%
Consumer Defensive 8.1%
Healthcare 8.0%
Energy 6.7%
Basic Materials 4.7%
Communication Services 2.2%
Utilities 2.1%