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Portfolio (Quarterly) Guide ↗

Brookstone Capital Management

· CIK 0001599584
13F Portfolio $8.7B AUM 1,204 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 554 Added 448 Reduced 83 Exited
Page 5 of 28  ·  554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SO SOUTHERN CO Utilities 170,901.0 $16.5M 0.19% +25K +17.5% $96.52 -3.6%
82 XLE SELECT SECTOR SPDR TR 268,842.0 $16.5M 0.19% +101K +59.9% $61.26 -12.2%
83 KKR KKR & CO INC Financial Services 176,574.0 $16.3M 0.19% +51K +40.4% $92.50 +4.9%
84 KNG FIRST TR EXCHANGE-TRADED FD 334,232.0 $16.3M 0.19% +7K +2.0% $48.71 +1.7%
85 FJAN FIRST TR EXCHNG TRADED FD VI 316,622.0 $16.0M 0.18% +11K +3.5% $50.41 +9.4%
86 APH AMPHENOL CORP Technology 126,004.0 $15.9M 0.18% +5K +4.4% $126.35 +29.8%
87 BSX BOSTON SCIENTIFIC CORP Healthcare 250,231.0 $15.7M 0.18% +67K +36.6% $62.75 -27.8%
88 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 635,909.0 $15.5M 0.18% +20K +3.2% $24.39 -13.9%
89 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 165,636.0 $15.3M 0.17% +2K +1.0% $92.31 -5.9%
90 BSV VANGUARD BD INDEX FDS 193,999.0 $15.2M 0.17% +9K +4.6% $78.41 -0.8%
91 TRV TRAVELERS COMPANIES INC Financial Services 50,732.0 $14.8M 0.17% +48K +1760.4% $291.68 +5.5%
92 JUCY ETF SER SOLUTIONS 666,014.0 $14.8M 0.17% +12K +1.8% $22.15 -0.4%
93 EFV ISHARES TR 196,608.0 $14.6M 0.17% +10K +5.4% $74.35 +3.1%
94 SPDW SPDR INDEX SHS FDS 314,238.0 $14.3M 0.16% +72K +29.6% $45.65 +13.5%
95 SFLR INNOVATOR ETFS TRUST 403,720.0 $14.3M 0.16% +120K +42.2% $35.41 +9.1%
96 BIV VANGUARD BD INDEX FDS 182,463.0 $14.1M 0.16% +15K +8.7% $77.18 -0.8%
97 LIN LINDE PLC Basic Materials 28,209.0 $14.0M 0.16% +9K +44.7% $495.76 +3.3%
98 MRK MERCK & CO INC Healthcare 115,830.0 $13.9M 0.16% +14K +13.4% $120.29 -5.3%
99 INTU INTUIT Technology 32,135.0 $13.9M 0.16% +10K +45.8% $432.38 -38.2%
100 DJAN FIRST TR EXCHNG TRADED FD VI 323,977.0 $13.8M 0.16% +2K +0.6% $42.53 +7.0%
Page 5 of 28  ·  554 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 25.7%
Technology 25.2%
Consumer Cyclical 8.5%
Industrials 8.0%
Healthcare 7.4%
Communication Services 6.5%
Consumer Defensive 5.6%
Utilities 4.4%
Energy 4.4%
Real Estate 2.8%