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Portfolio (Quarterly) Guide ↗

Bouchey Financial Group, Ltd.

· CIK 0001599054
13F Portfolio $1.5B AUM 191 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 73 Added 47 Reduced 13 Exited
Page 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNP UNION PAC CORP Industrials 8,030.0 $2.2M 0.14% +303.0 +3.9% $272.00 +13.3%
22 CSCO CISCO SYS INC Technology 12,919.0 $1.5M 0.10% +1K +10.1% $117.46 -5.5%
23 LLY ELI LILLY & CO Healthcare 1,183.0 $1.4M 0.09% +18.0 +1.6% $1199.14 +4.6%
24 BAC BANK OF AMER CORP Financial Services 24,723.0 $1.4M 0.09% +808.0 +3.4% $56.98 +8.3%
25 PM PHILIP MORRIS INTL INC Consumer Defensive 7,746.0 $1.4M 0.09% +264.0 +3.5% $181.55 +3.7%
26 NUE NUCOR CORP Basic Materials 6,191.0 $1.4M 0.09% +33.0 +0.5% $223.30 +9.1%
27 GE GE AEROSPACE Industrials 3,451.0 $1.3M 0.08% +475.0 +16.0% $373.73 -6.8%
28 VTEB VANGUARD MUN BD FDS 24,709.0 $1.2M 0.08% +1K +4.9% $50.58 -2.1%
29 HD HOME DEPOT INC Consumer Cyclical 3,432.0 $1.2M 0.08% +549.0 +19.0% $352.70 -4.8%
30 TRTX TPG RE FIN TR INC Real Estate 126,761.0 $1.1M 0.07% +61K +93.2% $8.61 -8.4%
31 MCD MCDONALDS CORP Consumer Cyclical 3,779.0 $1.0M 0.07% +103.0 +2.8% $270.31 +0.2%
32 GEV GE VERNOVA INC Utilities 841.0 $988K 0.06% +78.0 +10.2% $1175.23 -18.6%
33 LRCX LAM RESEARCH CORP Technology 2,224.0 $964K 0.06% +284.0 +14.6% $433.59 -27.6%
34 IBM INTERNATIONAL BUSINESS MACHS Technology 3,336.0 $938K 0.06% +260.0 +8.4% $281.25 -16.2%
35 PANW PALO ALTO NETWORKS INC Technology 2,664.0 $908K 0.06% +106.0 +4.1% $341.02 +4.9%
36 V VISA INC Financial Services 2,434.0 $835K 0.05% +327.0 +15.5% $343.10 +8.1%
37 AMAT APPLIED MATLS INC Technology 1,086.0 $785K 0.05% +219.0 +25.3% $723.00 -31.9%
38 AMGN AMGEN INC Healthcare 1,938.0 $702K 0.04% +113.0 +6.2% $362.12 +21.3%
39 INTC INTEL CORP Technology 4,992.0 $697K 0.04% +1K +32.1% $139.64 -35.5%
40 XOM EXXON MOBIL CORP Energy 4,999.0 $684K 0.04% +29.0 +0.6% $136.73 +20.8%
Page 2 of 4  ·  73 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 40.6%
Technology 39.9%
Consumer Cyclical 9.8%
Industrials 2.2%
Healthcare 2.1%
Communication Services 1.7%
Consumer Defensive 1.3%
Energy 0.9%
Utilities 0.6%
Basic Materials 0.5%