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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 41 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 XEL XCEL ENERGY INC Utilities 7,811.0 $620K 0.01% -5K -38.7% $79.44 -2.6%
802 CMI CUMMINS INC Industrials 1,152.0 $620K 0.01% -775.0 -40.2% $538.05 +33.2%
803 UI UBIQUITI INC Technology 782.0 $618K 0.01% NEW $790.30 -25.4%
804 FLTR VANECK ETF TRUST 24,219.0 $617K 0.01% +4K +17.6% $25.48 +0.3%
805 BMAY INNOVATOR ETFS TRUST 13,747.0 $617K 0.01% -97.0 -0.7% $44.87 +5.7%
806 FORTINET INC 7,542.0 $616K 0.01% +1K +17.1% $81.72
807 INNOVATOR ETFS TRUST 29,047.0 $613K 0.01% -766.0 -2.6% $21.12
808 UCON FIRST TR EXCHNG TRADED FD VI 24,720.0 $612K 0.01% $24.77 +0.6%
809 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 7,563.0 $612K 0.01% -76.0 -1.0% $80.95 -1.3%
810 MKC MCCORMICK & CO INC Consumer Defensive 12,070.0 $609K 0.01% +963.0 +8.7% $50.44 -7.5%
811 DXJ WISDOMTREE TR 3,827.0 $607K 0.01% -662.0 -14.8% $158.59 +12.6%
812 LAD LITHIA MTRS INC Consumer Cyclical 2,420.0 $604K 0.01% NEW $249.72 +18.1%
813 DIHP DIMENSIONAL ETF TRUST 18,753.0 $604K 0.01% +7K +58.4% $32.22 +7.0%
814 FRNW FIDELITY COVINGTON TRUST 26,054.0 $602K 0.01% NEW $23.11 +7.6%
815 AGNC AGNC INVT CORP Real Estate 59,944.0 $601K 0.01% +16K +35.2% $10.03 +3.5%
816 KLAC KLA CORP Technology 408.0 $600K 0.01% +14.0 +3.5% $1471.41 -82.4%
817 SHOP SHOPIFY INC Technology 5,006.0 $594K 0.01% +669.0 +15.4% $118.62 -8.2%
818 ROBO EXCHANGE TRADED CONCEPTS TRU 8,674.0 $594K 0.01% NEW $68.43 +25.7%
819 AON AON PLC Financial Services 1,825.0 $589K 0.01% -538.0 -22.8% $322.74 -1.5%
820 FIRST TR EXCH TRADED FD III 27,019.0 $586K 0.01% +16K +145.3% $21.70
Page 41 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%