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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 34 of 66  ·  1,308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 EPD ENTERPRISE PRODS PARTNERS L Energy 30,602.0 $1.1M 0.01% +3K +12.9% $36.76 +4.5%
662 FORTINET INC 7,247.0 $1.1M 0.01% -295.0 -3.9% $153.62
663 SCIO FIRST TR EXCHANGE-TRADED FD 53,753.0 $1.1M 0.01% +2K +2.9% $20.67 -0.2%
664 BSEP INNOVATOR ETFS TRUST 21,012.0 $1.1M 0.01% -5K -20.6% $52.73 +2.1%
665 HCA HCA HEALTHCARE INC Healthcare 2,839.0 $1.1M 0.01% -276.0 -8.9% $389.86 +4.2%
666 FTEC FIDELITY COVINGTON TRUST 3,861.0 $1.1M 0.01% -213.0 -5.2% $285.56 -1.1%
667 MAGS LISTED FDS TR 17,100.0 $1.1M 0.01% -181.0 -1.1% $64.30 +4.0%
668 LRNZ ELEVATION SERIES TRUST 17,008.0 $1.1M 0.01% +3K +24.1% $64.53 -3.8%
669 FIRST TR EXCHNG TRADED FD VI 29,333.0 $1.1M 0.01% +3K +9.6% $37.40
670 FDN FIRST TR EXCHANGE-TRADED FD 4,122.0 $1.1M 0.01% +42.0 +1.0% $264.72 +7.3%
671 SGDJ SPROTT ETF TRUST 14,435.0 $1.1M 0.01% +862.0 +6.3% $75.42 +31.4%
672 RSG REPUBLIC SVCS INC Industrials 5,105.0 $1.1M 0.01% -331.0 -6.1% $213.07 +3.0%
673 BSTP INNOVATOR ETFS TRUST 27,630.0 $1.1M 0.01% $39.33 +1.7%
674 FTCB FIRST TR EXCHANGE-TRADED FD 52,075.0 $1.1M 0.01% NEW $20.86 -1.2%
675 KJAN INNOVATOR ETFS TRUST 23,785.0 $1.1M 0.01% $45.63 +1.3%
676 FMAY FIRST TR EXCHNG TRADED FD VI 19,305.0 $1.1M 0.01% +12K +173.9% $56.20 +1.7%
677 QLD PROSHARES TR 11,205.0 $1.1M 0.01% -569.0 -4.8% $96.76 -8.1%
678 COMT ISHARES U S ETF TR 35,409.0 $1.1M 0.01% +9K +32.9% $30.37 +14.9%
679 RFLR INNOVATOR ETFS TRUST 32,575.0 $1.1M 0.01% +25K +329.8% $32.78 +0.3%
680 SPMB SPDR SERIES TRUST 47,411.0 $1.1M 0.01% -956.0 -2.0% $22.31 -1.4%
Page 34 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%