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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 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 ISTB ISHARES TR 4,503 $218K 0.00% SOLD
62 SNY SANOFI SA Healthcare 4,508 $217K 0.00% SOLD
63 DD DUPONT DE NEMOURS INC Basic Materials 4,710 $216K 0.00% SOLD
64 FXI ISHARES TR 5,996 $215K 0.00% SOLD
65 SAP SAP SE Technology 1,217 $208K 0.00% SOLD
66 DTM DT MIDSTREAM INC Energy 1,526 $205K 0.00% SOLD
67 SYM SYMBOTIC INC Industrials 3,837 $204K 0.00% SOLD
68 QETH INVESCO GALAXY ETHEREUM ETF Financial Services 9,687 $202K 0.00% SOLD
69 NVDY TIDAL TRUST II 14,459 $188K 0.00% SOLD
70 HTGC HERCULES CAPITAL INC Financial Services 10,370 $153K 0.00% SOLD
71 SAN BANCO SANTANDER SA Financial Services 10,954 $124K 0.00% SOLD
72 FBRT FRANKLIN BSP RLTY TR INC Real Estate 12,482 $106K 0.00% SOLD
73 PNNT PENNANTPARK INVT CORP Financial Services 14,434 $65K 0.00% SOLD
74 CREATIVE MEDIA & CMNTY TR 31,864 $20K SOLD
75 FEMY FEMASYS INC Healthcare 12,354 $5K SOLD
76 GABELLI EQUITY TR INC 19,455 $136.0 SOLD
Page 4 of 4  ·  76 positions
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%