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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 28 of 66  ·  1,308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 GPC GENUINE PARTS CO Consumer Cyclical 14,145.0 $1.7M 0.02% +693.0 +5.2% $117.98 +14.0%
542 GMAY FIRST TR EXCHNG TRADED FD VI 38,752.0 $1.7M 0.02% +9K +30.2% $43.04 +1.9%
543 GIS GENERAL MILLS INC Consumer Defensive 47,893.0 $1.7M 0.02% -188K -79.7% $34.80 +14.9%
544 IGSB ISHARES TR 31,613.0 $1.7M 0.02% -236.0 -0.7% $52.41 -0.4%
545 ESML ISHARES TR 29,597.0 $1.7M 0.02% +2K +5.4% $55.93 +0.4%
546 SHOC EA SERIES TRUST 13,538.0 $1.7M 0.02% -4K -24.9% $121.99 -14.7%
547 GFEB FIRST TR EXCHNG TRADED FD VI 37,427.0 $1.6M 0.02% -1K -3.9% $44.03 +1.7%
548 EMR EMERSON ELEC CO Industrials 11,491.0 $1.6M 0.02% -616.0 -5.1% $143.15 +10.1%
549 TEMA ETF TRUST 39,068.0 $1.6M 0.02% +4K +10.5% $41.89
550 VCR VANGUARD WORLD FD 4,117.0 $1.6M 0.02% -48.0 -1.1% $396.63 +0.7%
551 BTI BRITISH AMERN TOB PLC Consumer Defensive 26,425.0 $1.6M 0.02% $61.76 -9.4%
552 SHV ISHARES TR 14,762.0 $1.6M 0.02% +644.0 +4.6% $110.35 -0.1%
553 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 16,896.0 $1.6M 0.02% -572.0 -3.3% $96.12 -50.7%
554 INNOVATOR ETFS TRUST 58,804.0 $1.6M 0.02% $27.61
555 VYMI VANGUARD WHITEHALL FDS 16,354.0 $1.6M 0.02% +4K +32.0% $98.20 +6.3%
556 AOK ISHARES TR 38,706.0 $1.6M 0.02% -180K -82.3% $41.48 -0.2%
557 SPHQ INVESCO EXCHANGE TRADED FD T 17,663.0 $1.6M 0.02% +2K +16.4% $90.10 -4.5%
558 RKLB ROCKET LAB CORP Industrials 15,596.0 $1.6M 0.02% -3K -14.9% $101.65 -25.4%
559 CB CHUBB LIMITED Financial Services 4,629.0 $1.6M 0.02% +64.0 +1.4% $340.72 +0.1%
560 LGH NORTHERN LTS FD TR III 24,719.0 $1.6M 0.02% $63.76 +3.9%
Page 28 of 66  ·  1,308 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%