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Portfolio (Quarterly) Guide ↗

Brookstone Capital Management

· CIK 0001599584
13F Portfolio $8.7B AUM 1,204 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 554 Added 448 Reduced 83 Exited
Page 35 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DAL DELTA AIR LINES INC Industrials 13,415.0 $892K 0.01% -1K -9.5% $66.48 +26.6%
682 BAPR INNOVATOR ETFS TRUST 18,149.0 $889K 0.01% +687.0 +3.9% $48.98 +8.6%
683 EWJ ISHARES INC 10,487.0 $886K 0.01% -909.0 -8.0% $84.44 +14.0%
684 ASTS AST SPACEMOBILE INC Technology 10,636.0 $881K 0.01% +7K +202.5% $82.87 -2.7%
685 DOGG FIRST TR EXCHANGE-TRADED FD 40,476.0 $879K 0.01% +16K +63.8% $21.71 -1.5%
686 BITB BITWISE BITCOIN ETF TR Financial Services 23,712.0 $873K 0.01% -3K -11.6% $36.81 -7.3%
687 ARCC ARES CAPITAL CORP Financial Services 48,434.0 $873K 0.01% +2K +5.1% $18.02 +0.1%
688 VEU VANGUARD INTL EQUITY INDEX F 11,593.0 $871K 0.01% +760.0 +7.0% $75.10 +13.1%
689 DOV DOVER CORP Industrials 4,168.0 $869K 0.01% -109.0 -2.5% $208.47 +7.2%
690 SGRT TIDAL TRUST I 32,537.0 $868K 0.01% -470K -93.5% $26.68 +40.1%
691 IWS ISHARES TR 5,947.0 $867K 0.01% -153.0 -2.5% $145.74 +11.8%
692 EUSB ISHARES TR 19,912.0 $866K 0.01% +713.0 +3.7% $43.50 -0.2%
693 BSJS INVESCO EXCH TRD SLF IDX FD 39,935.0 $866K 0.01% +6K +17.1% $21.69 +0.8%
694 SOFI SOFI TECHNOLOGIES INC Financial Services 54,416.0 $864K 0.01% -2K -2.8% $15.88 +12.8%
695 STRN TIDAL TRUST I 41,791.0 $862K 0.01% NEW $20.63 +37.6%
696 IXN ISHARES TR 8,586.0 $858K 0.01% +1K +17.5% $99.97 +46.4%
697 LQTI FIRST TR EXCHANGE-TRADED FD 43,759.0 $857K 0.01% +7K +17.7% $19.58 -1.1%
698 GGG GRACO INC Industrials 10,088.0 $854K 0.01% $84.65 -10.2%
699 FMB FIRST TR EXCH TRADED FD III 16,800.0 $851K 0.01% +9K +106.7% $50.66 +1.4%
700 INNOVATOR ETFS TRUST 30,811.0 $850K 0.01% -1K -4.4% $27.59
Page 35 of 61  ·  1,204 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 25.7%
Technology 25.2%
Consumer Cyclical 8.5%
Industrials 8.0%
Healthcare 7.4%
Communication Services 6.5%
Consumer Defensive 5.6%
Utilities 4.4%
Energy 4.4%
Real Estate 2.8%