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Portfolio (Quarterly) Guide ↗

Telos Capital Management, Inc.

· CIK 0001567889
13F Portfolio $1.1B AUM 201 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 47 Added 89 Reduced 6 Exited
Page 7 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOO VANGUARD INDEX FDS 1,503.0 $1.0M 0.09% -324.0 -17.7% $686.83 +2.9%
122 HYG ISHARES TR 12,580.0 $1.0M 0.09% +76.0 +0.6% $79.97 -0.3%
123 PFF ISHARES TR 32,338.0 $986K 0.09% +194.0 +0.6% $30.49 +0.3%
124 GE GE AEROSPACE Industrials 2,621.0 $979K 0.09% +76.0 +3.0% $373.67 -4.7%
125 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 18,161.0 $960K 0.09% -970.0 -5.1% $52.85 -4.4%
126 XLP SELECT SECTOR SPDR TR 11,025.0 $916K 0.08% -250.0 -2.2% $83.07 +4.2%
127 XCEM COLUMBIA ETF TR II 17,197.0 $909K 0.08% -2K -12.4% $52.88 -5.1%
128 IWF ISHARES TR 7,160.0 $889K 0.08% +5K +300.0% $124.17 -1.2%
129 CWB SPDR SERIES TRUST 8,221.0 $886K 0.08% -1K -14.6% $107.82 -3.8%
130 GLD SPDR GOLD TR Financial Services 2,405.0 $886K 0.08% -84.0 -3.4% $368.38 +12.3%
131 AMD ADVANCED MICRO DEVICES INC Technology 1,490.0 $866K 0.08% +220.0 +17.3% $580.91 -19.7%
132 VIG VANGUARD SPECIALIZED FUNDS 3,463.0 $819K 0.07% $236.59 +3.6%
133 KO COCA COLA CO Consumer Defensive 9,654.0 $785K 0.07% -2K -14.1% $81.27 +11.2%
134 SCHD SCHWAB STRATEGIC TR 24,386.0 $773K 0.07% -6K -20.7% $31.71 +10.7%
135 KIM KIMCO REALTY CORP Real Estate 27,734.0 $703K 0.06% -4K -12.7% $25.35 -4.0%
136 IGV ISHARES TR 7,634.0 $692K 0.06% NEW $90.60 +13.5%
137 EMXC ISHARES INC 6,716.0 $687K 0.06% -2K -21.1% $102.30 -6.0%
138 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,104.0 $670K 0.06% $109.77 +0.1%
139 PFE PFIZER INC Healthcare 25,954.0 $625K 0.06% +174.0 +0.7% $24.08 +17.3%
140 PPH VANECK ETF TRUST 5,592.0 $611K 0.05% -379.0 -6.3% $109.35 +7.3%
Page 7 of 11  ·  201 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
Technology 26.1%
Financial Services 16.3%
Industrials 10.5%
Healthcare 10.2%
Communication Services 8.5%
Consumer Cyclical 7.9%
Consumer Defensive 7.3%
Energy 6.5%
Real Estate 3.0%
Utilities 2.8%