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Portfolio (Quarterly) Guide ↗

Brookstone Capital Management

· CIK 0001599584
13F Portfolio $10.0B AUM 1,308 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 180 New 606 Added 449 Reduced 76 Exited
Page 5 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TER TERADYNE INC Technology 39,557.0 $19.1M 0.19% +39K +4801.7% $483.84 -8.4%
82 TRV TRAVELERS COMPANIES INC Financial Services 57,502.0 $19.0M 0.19% +7K +13.3% $330.12 +10.4%
83 GILD GILEAD SCIENCES INC Healthcare 144,784.0 $18.3M 0.18% +41K +39.7% $126.34 +10.0%
84 PEP PEPSICO INC Consumer Defensive 130,977.0 $17.7M 0.18% +71K +117.1% $135.40 +2.1%
85 BSV VANGUARD BD INDEX FDS 227,554.0 $17.7M 0.18% +34K +17.3% $77.91 -0.4%
86 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 188,509.0 $17.4M 0.17% +23K +13.8% $92.09 -2.0%
87 KNG FIRST TR EXCHANGE-TRADED FD 336,209.0 $17.0M 0.17% +2K +0.6% $50.50 +2.2%
88 SO SOUTHERN CO Utilities 176,901.0 $16.9M 0.17% +6K +3.5% $95.71 -3.6%
89 MRK MERCK & CO INC Healthcare 130,290.0 $16.7M 0.17% +14K +12.5% $128.50 +5.8%
90 RDVY FIRST TR EXCHANGE TRADED FD 205,160.0 $16.6M 0.17% +20K +10.5% $81.06 +2.9%
91 BNDX VANGUARD CHARLOTTE FDS 342,588.0 $16.6M 0.17% +63K +22.5% $48.43 -1.6%
92 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 17,150.0 $16.6M 0.17% +965.0 +6.0% $965.03 +3.1%
93 SMH VANECK ETF TRUST 24,394.0 $16.0M 0.16% +12K +95.7% $655.89 -9.4%
94 ZALT INNOVATOR ETFS TRUST 470,206.0 $15.9M 0.16% +284K +152.5% $33.87 +1.9%
95 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 16,973.0 $15.9M 0.16% +1K +7.7% $935.48 +1.9%
96 VGT VANGUARD WORLD FD 131,984.0 $15.8M 0.16% +118K +814.0% $119.52 +2.5%
97 SUB ISHARES TR 144,483.0 $15.4M 0.15% +20K +15.7% $106.47 -0.2%
98 JUCY ETF SER SOLUTIONS 694,581.0 $15.3M 0.15% +29K +4.3% $21.98 +0.2%
99 WFC WELLS FARGO & CO Financial Services 181,375.0 $15.0M 0.15% +128K +239.9% $82.64 +5.9%
100 BAC BANK OF AMER CORP Financial Services 261,414.0 $14.9M 0.15% +79K +43.3% $56.98 +12.1%
Page 5 of 31  ·  606 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 31.0%
Financial Services 25.4%
Healthcare 8.3%
Consumer Cyclical 7.7%
Industrials 7.4%
Communication Services 6.4%
Utilities 4.1%
Consumer Defensive 3.9%
Energy 3.4%
Real Estate 1.4%