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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 54 of 66  ·  1,308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 GDEC FIRST TR EXCHNG TRADED FD VI 8,514.0 $339K 0.00% -4K -33.6% $39.80 +1.9%
1062 TWLO TWILIO INC Communication Services 1,636.0 $337K 0.00% NEW $206.29 +6.7%
1063 INNOVATOR ETFS TRUST 16,835.0 $337K 0.00% -2K -10.5% $20.05
1064 MSTR STRATEGY INC Technology 3,881.0 $337K 0.00% +1K +62.0% $86.93 +30.5%
1065 IJJ ISHARES TR 2,283.0 $337K 0.00% +55.0 +2.5% $147.73 +0.8%
1066 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 13,177.0 $337K 0.00% +1K +12.4% $25.55 +0.9%
1067 TCAF T ROWE PRICE EXCHANGE-TRADED 8,144.0 $335K 0.00% +2K +41.5% $41.10 +3.5%
1068 ACM AECOM Industrials 4,785.0 $334K 0.00% -139.0 -2.8% $69.80 -7.3%
1069 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,127.0 $334K 0.00% +296.0 +35.6% $296.13 +12.7%
1070 AVAV AEROVIRONMENT INC Industrials 2,020.0 $333K 0.00% -394.0 -16.3% $165.07 +2.8%
1071 XSVN BONDBLOXX ETF TRUST 6,981.0 $330K 0.00% -11K -60.5% $47.27 -1.7%
1072 EUFN ISHARES TR 8,436.0 $329K 0.00% +236.0 +2.9% $38.99 +7.6%
1073 FTRI FIRST TR EXCHANGE-TRADED FD 20,626.0 $327K 0.00% -3K -11.9% $15.87 +14.7%
1074 LNT ALLIANT ENERGY CORP Utilities 4,277.0 $326K 0.00% $76.29 -8.5%
1075 ADSK AUTODESK INC Technology 1,673.0 $325K 0.00% -159.0 -8.7% $194.43 +29.2%
1076 INNOVATOR ETFS TRUST 16,756.0 $325K 0.00% NEW $19.39
1077 VNLA JANUS DETROIT STR TR 6,646.0 $325K 0.00% +69.0 +1.1% $48.87 +0.1%
1078 AGIX KRANESHARES TRUST 6,919.0 $324K 0.00% NEW $46.89 -4.7%
1079 VICI VICI PPTYS INC Real Estate 12,198.0 $324K 0.00% +2K +25.7% $26.55 -0.8%
1080 IUSV ISHARES TR 2,924.0 $322K 0.00% NEW $110.14 +4.4%
Page 54 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%