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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 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 CYBERARK SOFTWARE LTD 615 $274K 0.00% SOLD
42 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,296 $274K 0.00% SOLD
43 BWXT BWX TECHNOLOGIES INC Industrials 1,557 $269K 0.00% SOLD
44 ORLA ORLA MNG LTD NEW Basic Materials 19,350 $261K 0.00% SOLD
45 AMCOR PLC 31,231 $260K 0.00% SOLD
46 XNTK SPDR SERIES TRUST 923 $256K 0.00% SOLD
47 CGIB CAPITAL GRP FIXED INCM ETF T 10,010 $254K 0.00% SOLD
48 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,968 $253K 0.00% SOLD
49 SPTL SPDR SERIES TRUST 9,338 $247K 0.00% SOLD
50 DEO DIAGEO PLC Consumer Defensive 2,827 $244K 0.00% SOLD
51 ERO ERO COPPER CORP Basic Materials 8,493 $240K 0.00% SOLD
52 ARKB ARK 21SHARES BITCOIN ETF Financial Services 8,098 $235K 0.00% SOLD
53 AGQ PROSHARES TR II Financial Services 1,508 $234K 0.00% SOLD
54 FNDA SCHWAB STRATEGIC TR 7,350 $232K 0.00% SOLD
55 ASTRAZENECA PLC 2,474 $227K 0.00% SOLD
56 DTD WISDOMTREE TR 2,671 $227K 0.00% SOLD
57 IWX ISHARES TR 2,465 $226K 0.00% SOLD
58 TD TORONTO DOMINION BK ONT Financial Services 2,370 $223K 0.00% SOLD
59 FIRST TR EXCHNG TRADED FD VI 5,659 $220K 0.00% SOLD
60 PAAS PAN AMERN SILVER CORP Basic Materials 4,230 $219K 0.00% SOLD
Page 3 of 5  ·  83 positions
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%