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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 2 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRWD CROWDSTRIKE HLDGS INC Technology 54,103.0 $41.3M 0.41% -17K -24.1% $190.78 +10.0%
22 CAT CATERPILLAR INC Industrials 38,296.0 $40.8M 0.41% -22K -36.8% $1064.91 -21.3%
23 SPLV INVESCO EXCH TRADED FD TR II 512,689.0 $38.4M 0.39% -47K -8.5% $74.90 +1.9%
24 ISHARES TR 1,669,909.0 $37.4M 0.37% -50K -2.9% $22.37
25 ISHARES TR 1,700,849.0 $36.8M 0.37% -47K -2.7% $21.65
26 IVW ISHARES TR 263,593.0 $36.3M 0.36% -49K -15.6% $137.53 +1.6%
27 QQQM INVESCO EXCH TRADED FD TR II 117,219.0 $35.5M 0.36% -2K -1.9% $302.97 -2.4%
28 PFEB INNOVATOR ETFS TRUST 807,115.0 $34.8M 0.35% -95K -10.5% $43.06 +1.8%
29 WMT WALMART INC Consumer Defensive 300,866.0 $34.1M 0.34% -24K -7.4% $113.26 +2.1%
30 XYLD GLOBAL X FDS 815,836.0 $33.3M 0.33% -60K -6.9% $40.79 +2.1%
31 PJAN INNOVATOR ETFS TRUST 672,229.0 $33.3M 0.33% -87K -11.4% $49.49 +1.9%
32 PANW PALO ALTO NETWORKS INC Technology 95,800.0 $32.7M 0.33% -58K -37.8% $341.02 +8.5%
33 DRSK ETF SER SOLUTIONS 1,087,822.0 $31.3M 0.31% -11K -1.0% $28.75 -0.8%
34 JAAA JANUS DETROIT STR TR 613,088.0 $31.0M 0.31% -6K -1.0% $50.49 +0.2%
35 IVE ISHARES TR 135,394.0 $30.7M 0.31% -5K -3.3% $227.06 +4.4%
36 BSCU INVESCO EXCH TRD SLF IDX FD 1,800,440.0 $30.0M 0.30% -103K -5.4% $16.64 -0.5%
37 VTI VANGUARD INDEX FDS 76,368.0 $28.3M 0.28% -16K -17.4% $370.04 +2.6%
38 BSCQ INVESCO EXCH TRD SLF IDX FD 1,446,072.0 $28.2M 0.28% -86K -5.6% $19.52 +0.2%
39 BSCR INVESCO EXCH TRD SLF IDX FD 1,430,128.0 $28.1M 0.28% -83K -5.5% $19.61 +0.2%
40 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 36,900.0 $27.6M 0.28% -1K -3.4% $746.77 +2.9%
Page 2 of 23  ·  449 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%