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Portfolio (Quarterly) Guide ↗

Brookstone Capital Management

· CIK 0001599584
13F Portfolio $8.7B AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1163 New
Page 43 of 59  ·  1,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 AVAV AEROVIRONMENT INC Industrials 2,116.0 $512K 0.01% NEW $241.89 -29.9%
842 FORTINET INC 6,442.0 $512K 0.01% NEW $79.41
843 INNOVATOR ETFS TRUST 20,114.0 $511K 0.01% NEW $25.43
844 ARGT GLOBAL X FDS 5,580.0 $510K 0.01% NEW $91.41 +6.2%
845 JBBB JANUS DETROIT STR TR 10,686.0 $510K 0.01% NEW $47.70 -0.6%
846 SCHI SCHWAB STRATEGIC TR 22,185.0 $510K 0.01% NEW $22.97 -1.7%
847 MGV VANGUARD WORLD FD 3,556.0 $502K 0.01% NEW $141.14 +15.0%
848 SPXC SPX TECHNOLOGIES INC Industrials 2,508.0 $502K 0.01% NEW $200.06 +21.4%
849 AZO AUTOZONE INC Consumer Cyclical 147.0 $499K 0.01% NEW $3391.50 -9.6%
850 EWG ISHARES INC 11,722.0 $498K 0.01% NEW $42.50 -2.3%
851 FAUG FIRST TR EXCHNG TRADED FD VI 9,383.0 $497K 0.01% NEW $52.95 +6.4%
852 VGK VANGUARD INTL EQUITY INDEX F 5,925.0 $495K 0.01% NEW $83.61 +5.6%
853 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 12,647.0 $490K 0.01% NEW $38.73 -28.1%
854 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 20,053.0 $489K 0.01% NEW $24.37 -43.4%
855 WES WESTERN MIDSTREAM PARTNERS L Energy 12,342.0 $488K 0.01% NEW $39.50 +8.8%
856 AVDE AMERICAN CENTY ETF TR 5,907.0 $486K 0.01% NEW $82.32 +9.6%
857 FJUN FIRST TR EXCHNG TRADED FD VI 8,504.0 $485K 0.01% NEW $57.06 +5.0%
858 HYGH ISHARES U S ETF TR 5,590.0 $482K 0.01% NEW $86.20 +0.6%
859 BUFB INNOVATOR ETFS TRUST 13,106.0 $480K 0.01% NEW $36.63 +7.1%
860 PPL PPL CORP Utilities 13,690.0 $479K 0.01% NEW $35.02 +1.0%
Page 43 of 59  ·  1,163 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 31.2%
Technology 24.7%
Consumer Cyclical 9.0%
Healthcare 6.9%
Industrials 6.8%
Communication Services 6.4%
Consumer Defensive 5.0%
Utilities 3.8%
Energy 2.9%
Real Estate 2.6%