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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 52 of 66  ·  1,308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 PAAA PGIM ETF TR 7,172.0 $368K 0.00% +532.0 +8.0% $51.27 +0.3%
1022 IJK ISHARES TR 3,128.0 $368K 0.00% -973.0 -23.7% $117.49 -1.5%
1023 XSHQ INVESCO EXCH TRADED FD TR II 7,560.0 $366K 0.00% +2K +25.2% $48.36 +0.2%
1024 CARNIVAL CORP LTD 12,784.0 $365K 0.00% NEW $28.57
1025 GJUL FIRST TR EXCHNG TRADED FD VI 8,371.0 $364K 0.00% +165.0 +2.0% $43.49 +2.2%
1026 TTMI TTM TECHNOLOGIES INC Technology 1,946.0 $364K 0.00% NEW $187.02 -38.5%
1027 NVT NVENT ELEC PLC Industrials 2,143.0 $363K 0.00% NEW $169.61 -7.5%
1028 DXCM DEXCOM INC Healthcare 5,391.0 $363K 0.00% +239.0 +4.6% $67.35 +34.4%
1029 FIX COMFORT SYS USA INC Industrials 183.0 $363K 0.00% -97.0 -34.6% $1982.08 -14.2%
1030 GAPR FIRST TR EXCHNG TRADED FD VI 8,677.0 $362K 0.00% NEW $41.67 +1.6%
1031 VCLT VANGUARD SCOTTSDALE FDS 4,785.0 $360K 0.00% +335.0 +7.5% $75.25 -4.4%
1032 FMHI FIRST TR EXCH TRADED FD III 7,414.0 $360K 0.00% +1K +18.1% $48.49 -1.8%
1033 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,082.0 $358K 0.00% +83.0 +8.3% $330.49 +0.8%
1034 SNOW SNOWFLAKE INC Technology 1,404.0 $357K 0.00% NEW $254.55 +26.2%
1035 DMXF ISHARES TR 4,214.0 $357K 0.00% -48.0 -1.1% $84.60 +1.9%
1036 MELI MERCADOLIBRE INC Consumer Cyclical 210.0 $356K 0.00% -5.0 -2.3% $1697.39 +11.3%
1037 OXY OCCIDENTAL PETE CORP Energy 7,323.0 $356K 0.00% -2K -18.1% $48.57 +27.3%
1038 LUV SOUTHWEST AIRLS CO Industrials 6,910.0 $355K 0.00% +203.0 +3.0% $51.42 -21.5%
1039 GWW WW GRAINGER INC Industrials 260.0 $354K 0.00% +17.0 +7.0% $1362.69 -3.9%
1040 IBDW ISHARES TR 16,955.0 $353K 0.00% +221.0 +1.3% $20.84 -1.1%
Page 52 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%